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1099R Annuity partially paid to x-spouse


schirallicpa

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Box 1 - Gross distribution 85397.64

Box 2 - unknown

Box 4 - Fed tax withheld 9247.40

Box 5 - Employee Contrib 7032.37

Box 7 - 7 normal distribution

Box 9b - Total employee contributions 185407.

 

I've not come across this before where the annuity 1099R form states at the bottom "gross annuity reduced by 28938.66 paid to (x-spouses name) under court-ordered apportionment.  Taxable amount not determined."

 

Whats my taxable amount?  Doesn't she get her own 1099R?  Don't I take her portion out as part of my calc?  Previous tax preparer did not, that's why I'm looking at it closer.

 

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