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Tax treatment of portion retired teachers pension that is paid to ex-wife

Forum|Forum|6 years ago
August 6, 2020
11 replies
37 views

My client is a retired public school teacher who is divorced.

Part of his pension is distributed to his former spouse.

He receives a Form 1099-R showing the portion he receives.

Would his former spouse also receive a Form 1099-R for the portion she receives?

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Best answer by IRonMaN

Yup

IRonMaNAnswer

Level 15

Yup

Slava Ukraini!

BobKamman

Level 15

Sounds like a great guy, concerned about his ex's taxes even after the divorce. Maybe because she's the mother of his kids?

W

wethepeopleAuthor

Level 5

The kids are all grown and out on their own.

Since his Form 1099-R only shows his portion of the pension, excluding the portion paid to former spouse, I was just wondering if he could deduct the portion she receives as alimony.

Your views are appreciated.

sjrcpa

Level 15

No.

The more I know the more I don’t know.

abctax55

Level 15

She *should* IF his attorney did things correctly.

Research QDRO's

HumanKind... Be Both

W

wethepeopleAuthor

Level 5

Is it possible the my clients former spouse would report it as alimony income?

Could my client deduct it as alimony paid?

The divorce took place many years ago.

sjrcpa

Level 15

1. Anything's possible.

2. No.

The more I know the more I don’t know.

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