For example, when Rufus and Rhonda went separate ways, he paid her $60,000 in alimony the first year and $30,000 in the second and then $1,000 in the third year. Between the first and second years, Rufus’s alimony payments dropped $30,000, and between the second and third, $29,000. In other words, the alimony dropped more than $15,000 annually. The result is bad news for Rufus; he must recapture some $50,000 and pay them back to the I.R.S.
The I.R.S. rules describing recapture are complicated and the domain of a tax accountant.
Some divorcing couples use declining benefit and at the same time avoid the risk of recapture.
The perils of recapture can be avoided by consulting a certified divorce planner (CDF).
See Alimony.
See also Certified Divorce Planner (CDF).