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Author: ptheland Big gold star, 5000 posts Feste Award Nominee! Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121061  
Subject: Re: Tax on retirement money Date: 2/14/2012 3:05 PM
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According to what she told me, she is getting set amount of his retirement per month for a few years now, but she has never getting a 1099-R, I think due to the way her ex-husband set up for the pension to be sent to her. Now her ex-husband wants her to report the pension, so it becomes her income, so that he will be able to get deduction from his income tax.


You don't have a tax law question. You have a facts question.

The problem is that we don't know what is really going on here. Did she get a QDRO to claim a portion of his pension? Is he making alimony payments to her? Perhaps child support? Or just giving her some money every month?

If you're a tax pro, this is where you step back and ask for documentation - a copy of the divorce agreement would be a good start.

If you're a friend, this is were you say you're in over your head and she really needs to get professional advice.

--Peter
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