My wife just received a check from the Class Action Settlement related to mis-management of her 403b accounts by a former, not-for-profit, employer.
Those 403b accounts existed in her QDF before we got married, but all of the funds had been removed from them and transferred to her Rollover IRA. When we got married, I manually combined (on 1/1/17) her accounts into my (now, our) QDF.
My question is, how should I record the receipt of the funds, from which taxes were withheld since they weren't rolled over into her RIRA. The funds will be reported in January on a 1099-R
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