Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Bankruptcy judge orders participant to stop loan payments?

   By Kathy, October 2, 2002
   • 6 replies
   • 2.7k views
   • 
   • RCK
   • October 3, 2002

2. RMD and rollover

   By MoShawn, August 28, 2007
   • 8 replies
   • 2.7k views
   • 
   • Guest
   • August 29, 2007

3. RMD and leave of absence

   By Guest Mike Melnick, October 19, 2005
   • 2 replies
   • 2.7k views
   • 
   • E as in ERISA
   • October 20, 2005

4. Beneficiary... can someone waive their right?

   By K-t-F, April 13, 2022
   • 11 replies
   • 2.7k views
   • 
   • Nate S
   • May 1, 2022

5. Tax question re: alternate payee

   By Guest cdg, March 1, 2002
   • 9 replies
   • 2.7k views
   • 
   • mbozek
   • March 4, 2002

6. Valid IRS Distributions Code Combinations for 1099R Rptg Large Pension

   By Guest Howard Schlesinger, March 10, 1999
   • 1 reply
   • 2.7k views
   • 
   • Disco Stu
   • March 11, 1999

7. Withholding on distributions to nuns

   By david shipp, October 1, 1998
   • 1 reply
   • 2.7k views
   • 
   • Guest
   • October 15, 1998

8. Loans

   By Guest lindamichals, July 8, 2003
   • 11 replies
   • 2.7k views
   • 
   • K2retire
   • October 21, 2008

9. Participant Plan Loan and taxation

   By Becky Schwing, November 4, 2019
   • 24 replies
   • 2.7k views
   • 
   • BenefitJack
   • November 7, 2019

10. Required Beginning Date for RMD

    By 12AX7, January 8, 2013
    • 9 replies
    • 2.7k views
    • 
    • Tom Poje
    • January 9, 2013

11. Collection Agency

    By Guest pensionz, October 27, 2005
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • November 1, 2005

12. Failure of substantailly equal payments

    By Fred Payne, June 4, 2004
    • 23 replies
    • 2.7k views
    • 
    • Guest
    • June 11, 2004

13. Odd 1099-R Situation - Underpayment

    By Guest lvegas, January 27, 2006
    • 4 replies
    • 2.7k views
    • 
    • GBurns
    • February 6, 2006

14. Loan Partial Payment vs Bank Loan option

    By Vincent, July 19, 2017
    • 5 replies
    • 2.7k views
    • 
    • Bret Lee
    • June 3, 2024

15. 72(t) and QDRO

    By Guest KHayes, August 31, 2004
    • 7 replies
    • 2.7k views
    • 
    • Mary Kay Foss
    • September 14, 2004

16. Terminated participant wants to rollover money but has an oustanding loan. Do you withhold on the loan?

    By Rai401k, May 12, 2004
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • May 19, 2004

17. Loan Issuance During Divorce

    By Guest Mauiorbust, December 22, 2009
    • 21 replies
    • 2.7k views
    • 
    • GMK
    • December 24, 2009

18. Which boxes to check on Form 1099-R when IRA accountholder closes acco

    By jlf, February 26, 2001
    • 13 replies
    • 2.7k views
    • 
    • JohnCheek
    • March 8, 2001

19. QJSA Rules

    By ERISAAPPLE, December 11, 2017   

    • annuity
    • qjsa
    • (and 2 more)

      Tagged with:

      • annuity
      • qjsa
      • commercial
      • insurance
    • 13 replies
    • 2.7k views
    • 
    • Luke Bailey
    • December 14, 2017

20. Hardship w/drawl question

    By Guest DeePA, November 4, 2004
    • 9 replies
    • 2.6k views
    • 
    • AmyR
    • December 17, 2004

21. How can Plan distribute a contribution receivable from employer compan

    By Moe Howard, August 18, 2000
    • 1 reply
    • 2.6k views
    • 
    • Dave Baker
    • August 22, 2000

22. Treatment of outstanding loans in plan merger or trust to trust transf

    By Guest LMalone, July 14, 2000
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • December 20, 2004

23. Hardship - Building Principal Residence

    By PFranckowiak, October 9, 2008
    • 2 replies
    • 2.6k views
    • 
    • QDROphile
    • October 9, 2008

24. Involuntary Distributions

    By Fred Payne, September 23, 2002
    • 3 replies
    • 2.6k views
    • 
    • RTK
    • September 24, 2002

25. Federal Tax Liens: Does a Federal Tax Lien attach to a participant's

    By KJohnson, January 26, 2000
    • 2 replies
    • 2.6k views
    • 
    • KJohnson
    • January 26, 2000

26. Impermissable Hardship Withdrawal

    By bzorc, May 21, 2015
    • 8 replies
    • 2.6k views
    • 
    • My 2 cents
    • June 10, 2015

27. Hardship Distribution from ESOP

    By Guest hami8859, August 28, 2007
    • 1 reply
    • 2.6k views
    • 
    • masteff
    • August 28, 2007

28. Discussion on Loan Payments and Double Taxation

    By Dennis Povloski, July 18, 2011
    • 15 replies
    • 2.6k views
    • 
    • masteff
    • July 20, 2011

29. Won't Return Forms - Plan Termination

    By Penman2006, February 5, 2008
    • 4 replies
    • 2.6k views
    • 
    • Penman2006
    • February 5, 2008

30. Terminated Participant has Loan Balance but not yet eligible for Withdrawal - Loan Default or Loan Offset?

    By cheersmate, April 17, 2025
    • 5 replies
    • 2.6k views
    • 
    • Lou S.
    • April 21, 2025

31. 401(k) Loans

    By Guest Tim Cahoon, September 18, 1998
    • 1 reply
    • 2.6k views
    • 
    • LCARUSI
    • September 19, 1998

32. Distributions to terminated participants

    By Lori H, September 2, 2009
    • 11 replies
    • 2.6k views
    • 
    • TPAnnie
    • December 1, 2009

33. correction for failure to suspend deferrals after hardship

    By pmacduff, June 15, 2016
    • 6 replies
    • 2.6k views
    • 
    • Tom Poje
    • June 16, 2016

34. Loan Amount

    By WDIK, June 6, 2003
    • 3 replies
    • 2.6k views
    • 
    • mbozek
    • June 7, 2003

35. RMD for former owner

    By perplexedbypensions, September 23, 2019
    • 4 replies
    • 2.6k views
    • 
    • Larry Starr
    • September 23, 2019

36. 2011 form 945

    By gregburst, May 11, 2011
    • 3 replies
    • 2.6k views
    • 
    • SMB
    • May 12, 2011

37. Under-Aged Beneficiary

    By Guest msprice, November 29, 2007
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • November 30, 2007

38. Taxation of After-tax and pre-tax assets in qualified plan

    By jane123, September 27, 2003
    • 12 replies
    • 2.6k views
    • 
    • GBurns
    • September 29, 2003

39. Hardships for "Primary Residence"

    By Guest lwhittle, March 17, 2003
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • March 20, 2003

40. Trouble Distributing Benefits

    By Dougsbpc, May 19, 2010
    • 18 replies
    • 2.6k views
    • 
    • GMK
    • May 26, 2010

41. Loan payroll deduction did not start

    By K-t-F, August 19, 2019
    • 7 replies
    • 2.6k views
    • 
    • Belgarath
    • August 20, 2019

42. 1099 for 401(k) Plan Distribution

    By GrammieMame, March 30, 2015
    • 8 replies
    • 2.6k views
    • 
    • Appleby
    • April 5, 2015

43. Correction of Loan Failure through VCP

    By 12AX7, February 6, 2013
    • 7 replies
    • 2.6k views
    • 
    • thepensionmaven
    • February 14, 2013

44. Hardship Withdrawal

    By Nassau, August 21, 2012
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • August 21, 2012

45. Non-Participant Loan

    By Christine Roberts, November 9, 2000
    • 1 reply
    • 2.6k views
    • 
    • QDROphile
    • November 9, 2000

46. Loan payment following termination

    By pam@bbm, January 31, 2018
    • 10 replies
    • 2.6k views
    • 
    • CJ Allen
    • February 6, 2018

47. Soldiers and Sailors Relief Act

    By Guest Kurt_Johansen, September 26, 2001
    • 9 replies
    • 2.6k views
    • 
    • david rigby
    • February 22, 2002

48. Tax Return Rejected due to EIN on 1099-R

    By Lori H, February 23, 2007
    • 5 replies
    • 2.6k views
    • 
    • Jim Chad
    • February 28, 2007

49. Calculating RMD for spousal beneficiary

    By Guest M. Martin, November 30, 2007
    • 5 replies
    • 2.6k views
    • 
    • jevd
    • January 23, 2008

50. 1099R Reporting for Incorrect Distribution

    By Jean, January 19, 2001
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • January 22, 2001