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March 4, 2020
Question

Tier 2 RR paid to my ex wife

  • March 4, 2020
  • 1 reply
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My Ex wife was granted part if my Tier 2 RR,  can I claim her payments on my taxes returns?

    1 reply

    JohnB5677
    March 5, 2020

    You cannot claim payments of retirement accounts to your Ex-wife. The separation of assets must be clearly spelled out in your divorce decree. ... For example, qualified plans like 401(k)s and 403(b)s, and pensions are split under a Qualified Domestic Relations Order (QDRO), which allows you to roll your assets into your own qualified plan, tax and penalty free.

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