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Retirement, LLC
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Carpenter Morse Group
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| IRA Distribution Incident to Divorce BenefitsLink Message Boards  Nov. 30, 2021 "H and W divorce. Both are under 59 1/2. H is awarded $11,000 from W's IRA. He does not intend to roll it over. An Order Transferring IRA Incident to Divorce (similar to a QDRO) is drafted, signed by H and W and approved by the court. If this were a distribution from a qualified plan under a QDRO, H would include the distribution in his income but would not be subject to the 10% early withdrawal penalty. Question: Is H subject to the penalty tax here?" |
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