Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Spouse as beneficiary--5 year rule

   By jkharvey, March 27, 2012
   • 5 replies
   • 2.6k views
   • 
   • QDROphile
   • March 27, 2012

2. Failure of substantailly equal payments

   By Fred Payne, June 4, 2004
   • 23 replies
   • 2.6k views
   • 
   • Guest
   • June 11, 2004

3. Required Beginning Date for RMD

   By 12AX7, January 8, 2013
   • 9 replies
   • 2.6k views
   • 
   • Tom Poje
   • January 9, 2013

4. RMD and leave of absence

   By Guest Mike Melnick, October 19, 2005
   • 2 replies
   • 2.6k views
   • 
   • E as in ERISA
   • October 20, 2005

5. 72(t) and QDRO

   By Guest KHayes, August 31, 2004
   • 7 replies
   • 2.6k views
   • 
   • Mary Kay Foss
   • September 14, 2004

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

   By jlf, February 26, 2001
   • 13 replies
   • 2.6k views
   • 
   • JohnCheek
   • March 8, 2001

7. One contingent bene deceased, is other now 100%?

   By BG5150, January 3, 2020
   • 11 replies
   • 2.6k views
   • 
   • Larry Starr
   • January 7, 2020

8. Withholding on distributions to nuns

   By david shipp, October 1, 1998
   • 1 reply
   • 2.6k views
   • 
   • Guest
   • October 15, 1998

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

   By Rai401k, May 12, 2004
   • 8 replies
   • 2.6k views
   • 
   • Guest
   • May 19, 2004

10. 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

11. Impermissable Hardship Withdrawal

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

12. Hardship w/drawl question

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

13. 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

14. 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

15. Loan Amount

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

16. Questioning Hardship amount that would be allowed

    By bpenfold, April 17, 2017   

    • hardship
    • amount allowed
    • 16 replies
    • 2.6k views
    • 
    • Lisa Robertson
    • April 18, 2017

17. Hardship - Building Principal Residence

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

18. Hardship Distribution from ESOP

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

19. Won't Return Forms - Plan Termination

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

20. Discussion on Loan Payments and Double Taxation

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

21. 401(k) Loans

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

22. Distributions to terminated participants

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

23. QJSA Rules

    By ERISAAPPLE, December 11, 2017   

    • annuity
    • qjsa
    • (and 2 more)

      Tagged with:

      • annuity
      • qjsa
      • commercial
      • insurance
    • 13 replies
    • 2.6k views
    • 
    • Luke Bailey
    • December 14, 2017

24. Involuntary Distributions

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

25. correction for failure to suspend deferrals after hardship

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

26. 2011 form 945

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

27. Hardships for "Primary Residence"

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

28. RMD Withholding Form W-4R or W-4P

    By Ananda, February 7, 2023
    • 2 replies
    • 2.6k views
    • 
    • Ananda
    • February 8, 2023

29. Loan Issuance During Divorce

    By Guest Mauiorbust, December 22, 2009
    • 21 replies
    • 2.6k views
    • 
    • GMK
    • December 24, 2009

30. Trouble Distributing Benefits

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

31. 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

32. Under-Aged Beneficiary

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

33. Participant Plan Loan and taxation

    By Becky Schwing, November 4, 2019
    • 24 replies
    • 2.6k views
    • 
    • BenefitJack
    • November 7, 2019

34. Correction of Loan Failure through VCP

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

35. Non-Participant Loan

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

36. 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

37. Rollover Check Refunded

    By WhatsESUP, February 28, 2018   

    • rollover
    • check
    • 8 replies
    • 2.6k views
    • 
    • ESOP Guy
    • March 2, 2018

38. 1099R Reporting for Incorrect Distribution

    By Jean, January 19, 2001
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • January 22, 2001

39. Hardship Withdrawal

    By Nassau, August 21, 2012
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • August 21, 2012

40. spousal consent on a loan

    By thepensionmaven, September 5, 2006
    • 3 replies
    • 2.5k views
    • 
    • Belgarath
    • September 6, 2006

41. 1099 for 401(k) Plan Distribution

    By GrammieMame, March 30, 2015
    • 8 replies
    • 2.5k views
    • 
    • Appleby
    • April 5, 2015

42. Soldiers and Sailors Relief Act

    By Guest Kurt_Johansen, September 26, 2001
    • 9 replies
    • 2.5k views
    • 
    • david rigby
    • February 22, 2002

43. Hardship Distribution Determination

    By MoShawn, August 13, 2007
    • 6 replies
    • 2.5k views
    • 
    • blue
    • September 18, 2007

44. Calculating RMD for spousal beneficiary

    By Guest M. Martin, November 30, 2007
    • 5 replies
    • 2.5k views
    • 
    • jevd
    • January 23, 2008

45. RMD for former owner

    By perplexedbypensions, September 23, 2019
    • 4 replies
    • 2.5k views
    • 
    • Larry Starr
    • September 23, 2019

46. involuntary cash out option

    By MJ Hartman, December 11, 2001
    • 3 replies
    • 2.5k views
    • 
    • MJ Hartman
    • December 13, 2001

47. Form 1099-R for In Plan Roth Transfer

    By TPA Bob, March 31, 2014   

    • 1099-R In Plan Roth Transfer
    • 2 replies
    • 2.5k views
    • 
    • TPA Bob
    • March 31, 2014

48. In Service Distribution

    By Lori H, January 16, 2007
    • 17 replies
    • 2.5k views
    • 
    • Guest
    • January 18, 2007

49. Distribution (loan) Before 59 1/2

    By Guest oldman74, August 27, 2008
    • 7 replies
    • 2.5k views
    • 
    • masteff
    • September 4, 2008

50. Withholding on Distributions

    By Guest boetgerinc, October 12, 1998
    • 2 replies
    • 2.5k views
    • 
    • LCARUSI
    • October 13, 1998