1099-R for Alt Payee

[pmacduff]

Pretty simple question on the 1099-R for a QDRO payout to the Alt. Payee (who was the spouse). [she took the cash which I know is IRS Code "2" because the 10% doesn't apply, just ordinary income tax.]

My question relates to the 1099-R form item box "total distribution". Do I mark this box because this is the total distribution for the Alternate Payee of her portion of the Participant's balance or is the box left blank?

thanks in advance & hope everyone has a good Turkey Day!!

[SheilaD]

Pretty simple question on the 1099-R for a QDRO payout to the Alt. Payee (who was the spouse). [she took the cash which I know is IRS Code "2" because the 10% doesn't apply, just ordinary income tax.]

My question relates to the 1099-R form item box "total distribution". Do I mark this box because this is the total distribution for the Alternate Payee of her portion of the Participant's balance or is the box left blank?

thanks in advance & hope everyone has a good Turkey Day!!

I would mark it as a total distribution as it is the entire amount payable to that recipient.

[pmacduff]

thank you Sheila. That was my feeling as well, but then when the question came up I began to wonder myself.

Why is it that the pension field lends itself to this constant overthinking on my part?!?!?