pmacduff Posted November 24, 2009 Share Posted November 24, 2009 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!! Link to comment Share on other sites More sharing options...
SheilaD Posted November 24, 2009 Share Posted November 24, 2009 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. Link to comment Share on other sites More sharing options...
pmacduff Posted November 24, 2009 Author Share Posted November 24, 2009 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?!?!? Link to comment Share on other sites More sharing options...
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