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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,199 topics in this forum

  1. State tax elected but not withheld

    By BG5150,
    • 3 replies
    • 1.3k views

  2. Recontribution of Coronavirus-Related Distribution and Interaction with Maximum IRA Contribution

    By rocknrolls2,
    • 5 replies
    • 902 views

  3. Distribution Code for Exceeding 415 Limit

    By Vlad401k,
    • 0 replies
    • 537 views

  4. Death benefit to new spouse

    By Santo Gold,
    • 5 replies
    • 1.1k views

  5. is adding a minimum in-service distribution a problem?

    By AlbanyConsultant,
    • 6 replies
    • 1.3k views

  6. Loan repayments in 2021 (not related to CARES Act)

    By TPApril,
    • 2 replies
    • 650 views

  7. Eliminating participant loans from a plan

    By Santo Gold,
    • 4 replies
    • 1.3k views

  8. Buying Life Insurance from Terminating 401(k) plan

    By Mr401kPaul,
    • 7 replies
    • 1.6k views

  9. Funeral Home as Designated Beneficiary

    By luissaha,
    • 6 replies
    • 3.4k views

  10. Distribution Hierarchy for Designated Roth Withdraws?

    By JOH,
    • 2 replies
    • 1.5k views
    • JOH
    • JOH

  11. Hardship for Medical Expense Date Range

    By k3mkim,
    • 1 reply
    • 1k views

  12. 402(g) Limit - Roth - After Year End

    By Vlad401k,
    • 1 reply
    • 650 views

  13. Looking for 1099-R Software Recommendations

    By YY,
    • 8 replies
    • 1.7k views

  14. 401k loan default questions.

    By larrybhunter,
    • 5 replies
    • 2.3k views

  15. Who is the beneficiary?

    By Santo Gold,
    • 7 replies
    • 1.3k views

  16. Tax reporting excess contribution - 401(k) / IRA rollover

    By C Williams,   
    • 1 reply
    • 1k views

  17. Plan loan offset, rollover of net funds, repayment of plan loan

    By Jay Bobber,
    • 10 replies
    • 5.1k views
    • Era
    • Era

  18. DB plan - loan taken - participant signed but spouse did not and not notarized

    By Jakyasar,
    • 3 replies
    • 934 views

  19. Loan Offset treated as RMD

    By Vlad401k,
    • 1 reply
    • 926 views
    • Bri
    • Bri

  20. forms 1096/1099-R hard copy filing address

    By pmacduff,
    • 0 replies
    • 886 views

  21. DB Plan termination, when is withholding due?

    By DMcGovern,
    • 4 replies
    • 1.1k views

  22. Inservice Distribution Rolled Over To IRA

    By Lucky32,
    • 3 replies
    • 1.1k views

  23. CRD- CARES Act

    By Megan H,
    • 10 replies
    • 1.7k views

  24. Federal Withholding Tax

    By Chippy,
    • 1 reply
    • 776 views

  25. Interest rate used for COVID reamortization of loan

    By thepensionmaven,
    • 2 replies
    • 970 views

  26. Trust as bene no longer needed, maybe

    By Bird,
    • 8 replies
    • 1.8k views

  27. 401K retirement distribution

    By Gentleman142,
    • 13 replies
    • 2.1k views

  28. Covid Distributions - J&S plans

    By k man,
    • 10 replies
    • 2.3k views

  29. CARES Act - Coronavirus distribution allowable from Money Purchase plan?

    By Belgarath,
    • 7 replies
    • 2.3k views

  30. Is a Participant's Child Always an Eligible Designated Beneficiary?

    By rocknrolls2,
    • 1 reply
    • 750 views

  31. Death Claim and Spousal Assumption/Rollover

    By JOH,
    • 0 replies
    • 517 views
    • JOH
    • JOH

  32. Old Beneficiary Designation Effective?

    By kazoni,   
    • 12 replies
    • 3.3k views

  33. Loan percentage for borrowing from a pension plan

    By Jakyasar,
    • 14 replies
    • 2.5k views

  34. Require Letter of Testamentary for Distribution on Death?

    By tsrl01,
    • 3 replies
    • 1.7k views

  35. Participant dies and beneficiaries are sisters

    By Jakyasar,
    • 8 replies
    • 1.2k views

  36. Distribution Code for Excess Roth Contributions after April 15

    By Vlad401k,
    • 1 reply
    • 732 views

  37. CARES ACT 3 years tax deferment, Lumpsum distribution from Retirement Plan& Roth

    By tmalik,   
    • 3 replies
    • 1.4k views

  38. Reduce Automatic Rollover threshold to $0

    By Trisports,   
    • 16 replies
    • 4.2k views

  39. Is an offset a distribution?

    By JAS76,
    • 1 reply
    • 838 views

  40. CARES Act Loan Deferment

    By Footnote12,   
    • 1 reply
    • 670 views

  41. Mandatory withholding on distribution of property

    By JustMe,
    • 3 replies
    • 1.4k views

  42. RMD 2020 Waiver and sample amendment

    By MDOWNS@CBIZ.COM,   
    • 1 reply
    • 1k views

  43. DB RMD (>72) DOT=12/31

    By TPApril,
    • 4 replies
    • 1k views

  44. Code M for Loan Offsets

    By Vlad401k,
    • 1 reply
    • 748 views

  45. 401K Overpayment Notice

    By cdogstu99,
    • 13 replies
    • 6.3k views

  46. Loans Repayments and Sales Charges

    By JOH,
    • 1 reply
    • 737 views

  47. CARES increased loan limits deadline

    By Dennis G.,
    • 6 replies
    • 1.4k views

  48. Money Sources & Taxes - does it matter

    By TPApril,
    • 4 replies
    • 878 views

  49. Another COVID Loan question

    By bzorc,
    • 6 replies
    • 1.6k views

  50. CARES Act and Loan Offset

    By DJL,   
    • 15 replies
    • 2.6k views
    • DJL
    • DJL
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