Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Loans, Deemed Distributions and Offset

   By Gadgetfreak, August 30, 2013
   • 4 replies
   • 33.8k views
   • 
   • Bird
   • September 3, 2013

2. Employer failed to make 401K loan payroll deductions

   By Guest Mark Cornwell, October 16, 2008
   • 16 replies
   • 31.3k views
   • 
   • K2retire
   • February 13, 2017

3. 1099-R, Box 2b - Taxable Amount Not Determined

   By Basically, November 13, 2023
   • 6 replies
   • 29.1k views
   • 
   • RestAssured
   • January 9, 2024

4. Notary Required for Spouse Signature when taking a distribution?

   By Guest FREE401k, December 12, 2001
   • 12 replies
   • 27.2k views
   • 
   • Guest
   • December 13, 2001

5. Hardship Withdrawals - Timing of Medical Bills

   By Danny CPA, June 14, 2018
   • 25 replies
   • 24.5k views
   • 
   • Lillie
   • June 13, 2019

6. Spousal waiver when there is a Marital Settlement Agreement

   By Bird, February 9, 2024
   • 10 replies
   • 23.9k views
   • 
   • Peter Gulia
   • February 13, 2024

7. RMD and in-service distribution

   By Guest Jennyb473, December 3, 2010
   • 32 replies
   • 17.6k views
   • 
   • joel
   • August 11, 2013

8. Distribution Code 2 - reported on 1099-R

   By Jilliandiz, April 9, 2004
   • 1 reply
   • 16.7k views
   • 
   • WDIK
   • April 9, 2004

9. In Plan Roth Rollover v Transfer

   By Lou S., February 23, 2015
   • 3 replies
   • 14.9k views
   • 
   • mbozek
   • February 24, 2015

10. Hardship for home purchase, deal falls through

    By Belgarath, July 31, 2017
    • 15 replies
    • 14.4k views
    • 
    • TPAJake
    • August 2, 2017

11. Using rollover to repay loan

    By Belgarath, February 5, 2018
    • 14 replies
    • 14.1k views
    • 
    • Luke Bailey
    • February 5, 2018

12. Uncashed/stale-dated checks to be returned to Trust assets

    By Guest Iwonder, June 7, 2006
    • 21 replies
    • 14k views
    • 
    • Guest
    • July 6, 2006

13. Related vs. Unrelated Rollover

    By Towanda, June 23, 2015   

    • related rollover
    • unrelated rollover
    • 6 replies
    • 13.8k views
    • 
    • card
    • March 24, 2018

14. Hardship available to rent apartment?

    By BG5150, July 10, 2014
    • 10 replies
    • 13k views
    • 
    • Bird
    • July 11, 2014

15. Power of Attorney Question

    By FundeK, July 16, 2004
    • 14 replies
    • 12.3k views
    • 
    • Hojo
    • November 8, 2013

16. Hardship distribution for terminated employee

    By Guest marciab, February 11, 2004
    • 9 replies
    • 11.9k views
    • 
    • K2retire
    • June 25, 2009

17. Maximum Loan Amount

    By DTH, December 14, 2005
    • 19 replies
    • 11.2k views
    • 
    • Clinton
    • July 14, 2019

18. Penalties for incorrect address on 1099

    By Belgarath, April 26, 2005
    • 6 replies
    • 11k views
    • 
    • Belgarath
    • April 28, 2005

19. Hardship - can you use the same invoice again?

    By AlbanyConsultant, August 3, 2017
    • 24 replies
    • 11k views
    • 
    • Mike Preston
    • May 10, 2018

20. Hardship Withdrawal From ESOP

    By Guest kappel98, December 28, 2002
    • 16 replies
    • 10.7k views
    • 
    • ESOP Guy
    • March 23, 2017

21. 59 1/2 - When exactly?

    By Lou S., June 30, 2023
    • 17 replies
    • 10.6k views
    • 
    • Peter Gulia
    • July 10, 2023

22. 401k loan reamortization

    By Guest wired, May 26, 2011
    • 3 replies
    • 10.5k views
    • 
    • Kevin C
    • May 26, 2011

23. Incarcerated Beneficiaries

    By JustMe, July 13, 2020
    • 12 replies
    • 10.2k views
    • 
    • AKconsult
    • July 16, 2020

24. Death, Rollover and RMD 1 2

    By SMB, October 24, 2007
    • 52 replies
    • 10.1k views
    • 
    • masteff
    • November 14, 2007

25. Rollover from QP to Roth IRA

    By pmacduff, September 22, 2009
    • 17 replies
    • 10.1k views
    • 
    • Appleby
    • February 12, 2010

26. calculating PS-58 cost?

    By Guest pjg, January 18, 2003
    • 4 replies
    • 10.1k views
    • 
    • mbozek
    • January 21, 2003

27. What is the difference between an installment payment and a periodic payment?

    By FundeK, December 1, 2004
    • 4 replies
    • 10k views
    • 
    • Appleby
    • December 29, 2004

28. Hardship Withdrawal - Eviction Notice Required?

    By Guest JHLUBB, July 7, 2010
    • 2 replies
    • 9.7k views
    • 
    • Guest
    • November 11, 2010

29. Distribution checks never cashed but 1099-R issued in 2001; reissued in 2002 when participants found; taxable to participant in 2001?

    By Guest ircreader, September 3, 2003
    • 6 replies
    • 9.4k views
    • 
    • Guest
    • September 29, 2003

30. 1099-R - when participant elects rollover, but doesn't rollover

    By Pam S., March 5, 2014
    • 19 replies
    • 9.4k views
    • 
    • Appleby
    • October 18, 2014

31. Death benefit - No beneficiary

    By 401(k)athryn, July 6, 2017
    • 24 replies
    • 9.3k views
    • 
    • MoJo
    • July 17, 2017

32. Difference between "lump sum" and "single sum"?

    By BG5150, December 12, 2012
    • 13 replies
    • 9.3k views
    • 
    • MoJo
    • December 17, 2012

33. Hardship safe harbor vs Facts and Circumstances

    By Jim Chad, August 12, 2008
    • 15 replies
    • 9.3k views
    • 
    • masteff
    • September 4, 2008

34. Tax code on 1099R for defaulted loans

    By Guest terid, June 24, 2003
    • 1 reply
    • 9.2k views
    • 
    • Harwood
    • June 24, 2003

35. Deemed 401k loans - trouble understanding the consequences

    By Santo Gold, July 27, 2023
    • 4 replies
    • 9.2k views
    • 
    • Bird
    • November 30, 2023

36. distribution code L1

    By Guest ngresham, September 27, 2000
    • 1 reply
    • 9.1k views
    • 
    • Michael Devault
    • September 28, 2000

37. Rollover to IRA in Puerto Rico?

    By Guest PensionPrincess, July 21, 2011
    • 3 replies
    • 9k views
    • 
    • masteff
    • September 9, 2011

38. Distributions from terminated plans......

    By Guest psgross, February 7, 2005
    • 31 replies
    • 9k views
    • 
    • KJohnson
    • August 1, 2005

39. State Withholding

    By Guest ADMINREX, February 16, 2006
    • 21 replies
    • 8.9k views
    • 
    • Guest
    • August 9, 2011

40. Inservice withdrawals 2 year/ 5 year aged money rule

    By ccassetty, November 30, 2005
    • 16 replies
    • 8.6k views
    • 
    • ccassetty
    • December 6, 2005

41. Can a safe harbor 401(k) plan allow participants to take loans from th

    By John A, May 25, 2001
    • 2 replies
    • 8.6k views
    • 
    • Guest
    • April 25, 2002

42. Divorce revokes beneficiary designation - in which states?

    By Appleby, December 28, 2004
    • 17 replies
    • 8.5k views
    • 
    • Guest
    • January 14, 2005

43. May a foreign national and designated beneficary without a USA social

    By Guest Cliff Langwith, December 27, 2000
    • 10 replies
    • 8.5k views
    • 
    • Appleby
    • April 9, 2004

44. Hardship Withdrawals of Principal Residence

    By kevind2010, September 8, 2011
    • 2 replies
    • 8.5k views
    • 
    • joel
    • September 11, 2011

45. Plan participant dies with an outstanding loan

    By Guest yvonne001, February 21, 2003
    • 8 replies
    • 8.5k views
    • 
    • Guest
    • February 21, 2003

46. "Withdrawals on account of hardship" from employer contribut

    By Guest sodbuster, February 22, 2001
    • 23 replies
    • 8.5k views
    • 
    • KJohnson
    • February 23, 2001

47. Excess deferrals from participation in multiple plans

    By Bird, February 8, 2005
    • 13 replies
    • 8.4k views
    • 
    • Bird
    • February 9, 2005

48. Maryland State tax withholding mandatory as of 7/1/05?

    By Guest Julie Woulfe, July 11, 2005
    • 22 replies
    • 8.3k views
    • 
    • mbozek
    • July 30, 2005

49. RMD/1099-R Reporting

    By Doghouse, January 29, 2014   

    • RMD
    • 1099-R
    • (and 1 more)

      Tagged with:

      • RMD
      • 1099-R
      • 1099
    • 8 replies
    • 8.2k views
    • 
    • My 2 cents
    • January 30, 2014

50. South Carolina Tax Withholding

    By PLAN MAN, November 7, 2007
    • 2 replies
    • 8.2k views
    • 
    • Guest
    • March 20, 2008