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Level 4
January 20, 2023

Client was divorced in 2020. He pays his ex half his VA pension and gets 1099r for full amount?

  • January 20, 2023
  • 2 replies
  • 13 views

Client was divorced in 2020. His ex-wife was suppose to get half of VA pension in the divorce. VA finally got the paperwork done in January of this year 2023.He has been paying her half for two years and getting a 1099R for the total amount. Can he give her a 1099 for what he gave her? If he did how would he show the expense on his return?

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2 replies

BobKamman
Level 15
January 20, 2023

VA benefits are nontaxable but no 1099 is issued for them.  Do you mean it's a Defense Finance and Accounting Service pension for his military service?  

IRonMaN
Level 15
January 20, 2023

Or it could be Virginia.  Or it could even be an abbreviation for Vern's Artichokes.

Slava Ukraini!
BobKamman
Level 15
January 20, 2023

No way.  Virginia and Vern's aren't run by the federal government.  

sjrcpa
Level 15
January 20, 2023

Did he get a QDRO?

Or does the settlement agreement just say pay her 1/2?

VA just got the paperwork correct now. Is that because your client didn't give it to them promptly?

The more I know the more I don’t know.
IRonMaN
Level 15
January 21, 2023

Or the client’s attorney dropped the ball

Slava Ukraini!
sjrcpa
Level 15
January 21, 2023

Sadly, I have seen this happen before.

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