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To split an IRA or health savings account (HSA), financial institutions generally require the parties to submit a "transfer incident to divorce" form as well as a copy of the divorce decree. Fidelity requires a copy of the divorce decree or legal separation order signed by a judge along with the form.
How does the IRS define a property transfer due to a divorce?
(IRC § 1041, subd (a).) A transfer of property is \u201cincident to the divorce\u201d if the transfer (1) occurs within one year after the date on which the marriage ceases, or (2) is related to the cessation of the marriage.
How do you split stocks in a divorce?
In a divorce, your spouse will have a 50% claim in the value of the company or any stock options you hold (assuming that the business was started during marriage and all of the stock was vested).
How do I transfer my IRA to divorce?
The most efficient way to divide an IRA is to do a trustee-to-trustee transfer, which moves assets from one spouse's IRA to the other spouse's account. This can be beneficial because you will avoid the 10% early distribution penalty (if younger than 59½) and taxes.
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26 U.S. Code § 1041 - Transfers of property between spouses ...
26 U.S. Code § 1041 - Transfers of property between spouses or incident to divorce ; (a) General rule · a spouse, or ; (b) Transfer treated as gift; transferee has ...
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