Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Return of Hardship Distribution

   By Guest jjren, May 21, 2008
   • 7 replies
   • 4k views
   • 
   • Kimberly S
   • July 9, 2008

2. No beneficiary on file

   By WCC, February 13, 2017
   • 7 replies
   • 1.2k views
   • 
   • My 2 cents
   • February 14, 2017

3. Partial Distribution

   By PFranckowiak, December 18, 2017
   • 7 replies
   • 1.5k views
   • 
   • PFranckowiak
   • December 20, 2017

4. Defaulted Loan - 1099R Never issued

   By Guest JDK, January 25, 2008
   • 7 replies
   • 3.4k views
   • 
   • Guest
   • July 18, 2011

5. Too much withholding

   By Becky Schwing, August 13, 2019
   • 7 replies
   • 1.7k views
   • 
   • Luke Bailey
   • August 14, 2019

6. Hardship Withdrawals Directly to Bank?

   By Guest jig_1975, May 22, 2009
   • 7 replies
   • 1.7k views
   • 
   • jpod
   • May 27, 2009

7. cure period

   By Guest Kelly T., April 1, 2010
   • 7 replies
   • 2.3k views
   • 
   • Bird
   • April 6, 2010

8. Expanded Availability For Inservice Distributions?

   By mming, September 2, 2021
   • 7 replies
   • 1.1k views
   • 
   • BG5150
   • September 7, 2021

9. Participant elects rollover but dies b4 payment; plan's beneficiary de

   By EGB, November 30, 1999
   • 7 replies
   • 1.7k views
   • 
   • Kirk Maldonado
   • December 2, 1999

10. State Tax Withholding on Distributions

    By Guest HMoore, June 29, 2005
    • 7 replies
    • 3.1k views
    • 
    • mbozek
    • June 30, 2005

11. 401k IRC 72p

    By Guest TrustButVerify, June 21, 2007
    • 7 replies
    • 3k views
    • 
    • Guest
    • June 22, 2007

12. Ongoing Hardship for expensive prescription not covered by insurance

    By Pam S., January 20, 2020
    • 7 replies
    • 2.8k views
    • 
    • Pam S.
    • January 21, 2020

13. 2020 RMD reclassified as Coronavirus-related Distribuiton

    By B21, April 16, 2020
    • 7 replies
    • 851 views
    • 
    • RatherBeGolfing
    • April 17, 2020

14. Convicted Felon wants to take a distribution

    By jmartin, April 5, 2013
    • 7 replies
    • 2.8k views
    • 
    • david rigby
    • August 5, 2013

15. Inservice WD - Qualified Roth distribuiton

    By Becky Schwing, February 27, 2019
    • 7 replies
    • 1.6k views
    • 
    • card
    • March 7, 2019

16. Corrective Distribution (Traditional and Roth Sources)

    By Vlad401k, April 16, 2019
    • 7 replies
    • 1.8k views
    • 
    • Luke Bailey
    • April 22, 2019

17. RMD after death

    By Lou S., July 27, 2017
    • 7 replies
    • 852 views
    • 
    • Bird
    • July 28, 2017

18. RMD's in a new Plan

    By Belgarath, December 10, 2012
    • 7 replies
    • 1.4k views
    • 
    • Belgarath
    • December 10, 2012

19. Partic never cashed check is now missing--what to do?

    By BG5150, May 3, 2021
    • 7 replies
    • 1.4k views
    • 
    • BG5150
    • May 6, 2021

20. Inservice Withdrawal After A Period Certain

    By Lucky32, May 13, 2022
    • 7 replies
    • 889 views
    • 
    • chc93
    • May 20, 2022

21. Employment Status & Hardship

    By Below Ground, October 13, 2009
    • 7 replies
    • 1.4k views
    • 
    • Below Ground
    • October 14, 2009

22. Please help me with loan calculation

    By DP, October 14, 2003
    • 7 replies
    • 1.5k views
    • 
    • R. Butler
    • October 14, 2003

23. Distributions to participants involved in criminal acts

    By Guest DavidB, December 27, 1999
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • December 30, 1999

24. 2017 RMD taken in 2018

    By Scuba 401, November 1, 2017
    • 7 replies
    • 930 views
    • 
    • Mike Preston
    • November 10, 2017

25. Remove hardship from plan

    By Santo Gold, December 13, 2006
    • 7 replies
    • 3.7k views
    • 
    • JanetM
    • December 14, 2006

26. Small Amount Distributions

    By Lori H, September 27, 2010
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • November 2, 2010

27. Loan default

    By Gilmore, May 20, 2003
    • 7 replies
    • 2.5k views
    • 
    • Gilmore
    • May 28, 2003

28. hardship with loan balance

    By JKW, July 28, 2010
    • 7 replies
    • 2.2k views
    • 
    • masteff
    • January 3, 2011

29. NRA and Distributions

    By SEM, March 12, 2020
    • 7 replies
    • 1.3k views
    • 
    • Larry Starr
    • April 14, 2020

30. Loan payroll deduction did not start

    By K-t-F, August 19, 2019
    • 7 replies
    • 2.4k views
    • 
    • Belgarath
    • August 20, 2019

31. Does a plan’s administrator take the participant’s word for it that a loan will be used to acquire the participant’s principal residence?

    By Peter Gulia, December 11, 2022
    • 7 replies
    • 649 views
    • 
    • JHalligan
    • January 19, 2023

32. Vested Account Balance over/under $5,000 (fluctuates)

    By 12AX7, December 11, 2012
    • 7 replies
    • 1.9k views
    • 
    • masteff
    • December 13, 2012

33. Late 402(g) refund--1099-R question

    By BG5150, December 12, 2022
    • 7 replies
    • 1.6k views
    • 
    • Luke Bailey
    • December 20, 2022

34. De minimus payout

    By pmacduff, February 21, 2017
    • 7 replies
    • 875 views
    • 
    • Calavera
    • February 23, 2017

35. Separate EIN for plan required for distributions?

    By steve-o, January 14, 2010
    • 7 replies
    • 6.5k views
    • 
    • mwyatt
    • January 30, 2010

36. Missing Participants

    By Guest lindamichals, November 14, 2006
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • November 27, 2006

37. Should a plan allow a loan after the participant defaulted on an earlier loan but later fully repaid the loan?

    By Peter Gulia, May 2, 2024
    • 7 replies
    • 1k views
    • 
    • Peter Gulia
    • May 5, 2024

38. State Tax withholding

    By Guest RBlaine, August 28, 2007
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • September 1, 2007

39. Loans extended past 60 months - general loans

    By Guest Achilles, January 31, 2001
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • February 1, 2001

40. Does a 1099-R force a paper 1040 filing?

    By AlbanyConsultant, February 23, 2017
    • 7 replies
    • 920 views
    • 
    • Bill Presson
    • February 24, 2017

41. New uniform life table for 2022 RMD--where?

    By BG5150, January 10, 2022
    • 7 replies
    • 1.5k views
    • 
    • RestAssured
    • March 15, 2022

42. IRS Notice 2005-5 on automatic rollovers

    By Everett Moreland, December 28, 2004
    • 7 replies
    • 2.9k views
    • 
    • Belgarath
    • December 31, 2004

43. No Estate

    By BTG, October 12, 2015
    • 7 replies
    • 1.5k views
    • 
    • Peter Gulia
    • October 14, 2015

44. RMD before Rollover in year before RBD?

    By CAR, November 11, 2008
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • January 6, 2009

45. Loan - repayment starting date question

    By Belgarath, January 5, 2018
    • 7 replies
    • 1.3k views
    • 
    • Belgarath
    • January 8, 2018

46. RMD - Partial Distribution?

    By emmetttrudy, November 20, 2013
    • 7 replies
    • 2.2k views
    • 
    • GMK
    • November 21, 2013

47. Net Unrealized Appreciation and Lump Sums

    By ERISAAPPLE, April 16, 2018
    • 7 replies
    • 712 views
    • 
    • ERISAAPPLE
    • April 19, 2018

48. Roth deferrals with a loss at distribution

    By K2retire, May 30, 2009
    • 7 replies
    • 1.7k views
    • 
    • masteff
    • June 1, 2009

49. RMD after participant death

    By Santo Gold, November 14, 2023
    • 7 replies
    • 1.5k views
    • 
    • Belgarath
    • December 1, 2023

50. Employer Not Submitting Payments Withheld on My Check

    By Guest curtis1007, June 9, 2010
    • 7 replies
    • 4.2k views
    • 
    • J. Bringhurst
    • March 16, 2011