Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Non-Participant Loan

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

2. Calculating RMD for spousal beneficiary

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

3. Withholding on Distributions

   By Guest boetgerinc, October 12, 1998
   • 2 replies
   • 2.6k views
   • 
   • LCARUSI
   • October 13, 1998

4. Soldiers and Sailors Relief Act

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

5. 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

6. Form 1099-R for In Plan Roth Transfer

   By TPA Bob, March 31, 2014   

   • 1099-R In Plan Roth Transfer
   • 2 replies
   • 2.6k views
   • 
   • TPA Bob
   • March 31, 2014

7. Death Distribution

   By Guest Lex, June 12, 2002
   • 6 replies
   • 2.6k views
   • 
   • mbozek
   • June 13, 2002

8. 1099R Reporting for Incorrect Distribution

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

9. Hardship Distribution Determination

   By MoShawn, August 13, 2007
   • 6 replies
   • 2.6k views
   • 
   • blue
   • September 18, 2007

10. spousal consent on a loan

    By thepensionmaven, September 5, 2006
    • 3 replies
    • 2.6k views
    • 
    • Belgarath
    • September 6, 2006

11. 1099-R code for cash distribution, age 56

    By emmetttrudy, January 27, 2014
    • 4 replies
    • 2.6k views
    • 
    • My 2 cents
    • January 27, 2014

12. Wrong Loan Interest Rate

    By JKW, June 13, 2018
    • 14 replies
    • 2.6k views
    • 
    • Larry Starr
    • June 15, 2018

13. What are the filing requirements with regard the 1096 and 945 in a year when the plan has no distributions?

    By Guest mmc, January 8, 2005
    • 20 replies
    • 2.6k views
    • 
    • GBurns
    • January 12, 2005

14. involuntary cash out option

    By MJ Hartman, December 11, 2001
    • 3 replies
    • 2.6k views
    • 
    • MJ Hartman
    • December 13, 2001

15. Distribution returned to plan

    By Basically, October 5, 2022
    • 17 replies
    • 2.6k views
    • 
    • pmacduff
    • October 10, 2022

16. Which states tax distributions

    By John A, April 29, 2003
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • May 2, 2003

17. Distribution (loan) Before 59 1/2

    By Guest oldman74, August 27, 2008
    • 7 replies
    • 2.6k views
    • 
    • masteff
    • September 4, 2008

18. Participant Loans - 401(k) Plan with Roth deferrals

    By Guest 4:15 Limit, November 5, 2009
    • 2 replies
    • 2.6k views
    • 
    • Bird
    • November 6, 2009

19. In Service Distribution

    By Lori H, January 16, 2007
    • 17 replies
    • 2.6k views
    • 
    • Guest
    • January 18, 2007

20. Beneficiary non-US citizen - How do we report 1099?

    By commishvp, May 12, 2008
    • 3 replies
    • 2.6k views
    • 
    • Appleby
    • May 12, 2008

21. Tax withholding before or after check delivery fees?

    By bcmom, May 8, 2014   

    • distributions
    • tax withholding
    • 11 replies
    • 2.6k views
    • 
    • Belgarath
    • May 9, 2014

22. Age 55 Exception

    By BTH, March 28, 2011
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • April 28, 2011

23. who is privy to knowing who a beneficiary is

    By Santo Gold, February 26, 2012
    • 11 replies
    • 2.5k views
    • 
    • mbozek
    • March 4, 2012

24. Beneficiary and participant in same plan, can death benefit just be tr

    By John A, March 1, 2002
    • 10 replies
    • 2.5k views
    • 
    • mbozek
    • March 18, 2002

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

    By Jay Bobber, January 10, 2020
    • 10 replies
    • 2.5k views
    • 
    • Era
    • January 17, 2021

26. Hardship for purchase of principal residence

    By Gudgergirl, September 8, 2010
    • 4 replies
    • 2.5k views
    • 
    • J Simmons
    • September 9, 2010

27. IRS Distribution Codes

    By Guest mikeak, August 14, 2002
    • 6 replies
    • 2.5k views
    • 
    • jaemmons
    • August 16, 2002

28. rmd for deceased participant

    By Lori H, April 25, 2006
    • 5 replies
    • 2.5k views
    • 
    • Lori H
    • April 26, 2006

29. 1099-R Question: What happens if employer pays terminated participant distribution out of business instead of plan?

    By Guest DIGMYDOG, January 21, 2005
    • 13 replies
    • 2.5k views
    • 
    • E as in ERISA
    • January 25, 2005

30. Maximum Loan Limit - defies logic

    By Brenda Wren, October 10, 2023
    • 9 replies
    • 2.5k views
    • 
    • Peter Gulia
    • October 11, 2023

31. Distribution to the Wrong Beneficiary

    By BTH, August 8, 2011
    • 4 replies
    • 2.5k views
    • 
    • BTH
    • August 16, 2011

32. Single participant in a plan subject to QJSA requirements.

    By FundeK, December 5, 2003
    • 8 replies
    • 2.5k views
    • 
    • Mike Preston
    • December 8, 2003

33. Refinancing a Loan From a 401(k) Plan

    By metsfan026, December 8, 2021
    • 13 replies
    • 2.5k views
    • 
    • BenefitJack
    • December 13, 2021

34. QDRO distribution in top heavy determination

    By Guest rewarmus, March 1, 2001
    • 5 replies
    • 2.5k views
    • 
    • Mike Preston
    • November 20, 2021

35. Taxation of accrued interest on deemed loan.

    By Guest EBC, February 3, 2000
    • 2 replies
    • 2.5k views
    • 
    • KJohnson
    • February 8, 2000

36. Tax Withholding on ADP refund

    By Bruddah Kimo, October 15, 2007
    • 1 reply
    • 2.5k views
    • 
    • masteff
    • October 15, 2007

37. Participant Loans to Retirees (non party-in-interest)

    By Guest CJK, February 7, 2001
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • February 7, 2001

38. For hardship withdrawal funeral expense purposes, who is a family memb

    By John A, October 23, 2000
    • 0 replies
    • 2.5k views
    • 
    • John A
    • October 23, 2000

39. Direct Rollovers and Involuntary Cashouts

    By could be me maybe not, February 17, 2005
    • 9 replies
    • 2.5k views
    • 
    • 401 Chaos
    • January 19, 2006

40. forfeitures allocated to terminated participants

    By Guest billy bong, March 11, 1999
    • 2 replies
    • 2.5k views
    • 
    • PLAN MAN
    • March 16, 1999

41. Nonresident Alien Withholding - Effectively Connected Income

    By DTH, December 12, 2002
    • 9 replies
    • 2.5k views
    • 
    • mbozek
    • December 16, 2002

42. profit sharing death benefits

    By Tom Poje, October 30, 2007
    • 6 replies
    • 2.5k views
    • 
    • masteff
    • November 1, 2007

43. 1099R & Form 5500 Schedule R

    By Guest shafter, March 2, 2001
    • 2 replies
    • 2.5k views
    • 
    • RCK
    • March 7, 2001

44. Denying a plan loan

    By Santo Gold, December 6, 2019
    • 34 replies
    • 2.5k views
    • 
    • Larry Starr
    • December 12, 2019

45. $0.30 RMD - seriously?

    By AlbanyConsultant, November 30, 2018
    • 11 replies
    • 2.5k views
    • 
    • Tom Poje
    • December 5, 2018

46. How do you apply the 10% early distribution penalty to distribution of Employer stock?

    By k man, June 21, 2005
    • 13 replies
    • 2.5k views
    • 
    • Kirk Maldonado
    • June 23, 2005

47. John Hancock distributions

    By Bird, April 17, 2006
    • 5 replies
    • 2.5k views
    • 
    • Ron Snyder
    • April 18, 2006

48. Spousal Consent - Legally Separated but not Divorced

    By Guest ircreader, June 8, 2004
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • June 8, 2004

49. 1099R reporting - Deceased's SSN or Estate's EIN?

    By Guest JJR, April 25, 2001
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • April 25, 2001

50. Form 1096/1099-R

    By pmacduff, January 23, 2018
    • 3 replies
    • 2.5k views
    • 
    • Peter Gulia
    • January 26, 2018