Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Double Taxation of Loans

   By blue, October 20, 2005
   • 8 replies
   • 2.3k views
   • 
   • david rigby
   • October 22, 2005

2. Late RMD

   By doombuggy, February 7, 2014
   • 10 replies
   • 2.3k views
   • 
   • Belgarath
   • February 18, 2014

3. TEFRA 242(b) Election

   By Guest chg, September 3, 1999
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • September 7, 1999

4. Waiver of Spousal Interest

   By Guest BKH, January 24, 2003
   • 2 replies
   • 2.3k views
   • 
   • QDROphile
   • January 25, 2003

5. Age 55 IRA owner wants withdrawals without 10% penalty -- how to do?

   By jkharvey, October 5, 2000
   • 3 replies
   • 2.3k views
   • 
   • jlf
   • October 20, 2000

6. 1099-R for Excess 402(g) Contributions

   By Guest Lawrence_Groves, March 9, 2004
   • 4 replies
   • 2.3k views
   • 
   • Earl
   • March 9, 2004

7. Spouse portion of DC plan balance based on 50% J&S annuity purchase

   By Guest crosseyedtester, April 24, 2004
   • 11 replies
   • 2.3k views
   • 
   • david rigby
   • April 28, 2004

8. Defaulted Loan - 1099R incorrect

   By Chalk R. Palin, August 24, 2011
   • 3 replies
   • 2.3k views
   • 
   • Chalk R. Palin
   • August 26, 2011

9. Failure to file Form 945

   By Disco Stu, June 12, 2001
   • 1 reply
   • 2.3k views
   • 
   • Medusa
   • June 12, 2001

10. EIN for retirement trust/Federal Withholding

    By Guest Becky Ray, June 21, 2000
    • 3 replies
    • 2.3k views
    • 
    • bzorc
    • June 28, 2000

11. Eligible rollover distribution to a tax-exempt payee

    By Carol V. Calhoun, May 24, 2012
    • 11 replies
    • 2.3k views
    • 
    • Bird
    • March 21, 2018

12. overpayment

    By Felicia, February 9, 2012
    • 5 replies
    • 2.3k views
    • 
    • mbozek
    • February 13, 2012

13. Loans from Rollover accounts

    By imchipbrown, May 5, 1999
    • 3 replies
    • 2.3k views
    • 
    • QDROphile
    • May 6, 1999

14. Spousal Consent and Notary is a fraud

    By TPA Bob, October 3, 2011
    • 3 replies
    • 2.3k views
    • 
    • mbozek
    • October 3, 2011

15. Distribution method protected benefit?

    By BG5150, February 6, 2015
    • 3 replies
    • 2.2k views
    • 
    • Kevin C
    • November 17, 2015

16. Voluntary Loan Default in California

    By Bethany S, February 12, 2020
    • 22 replies
    • 2.2k views
    • 
    • QDROphile
    • February 27, 2020

17. rmd: payment of expenses

    By Guest amy darnell, June 15, 2000
    • 3 replies
    • 2.2k views
    • 
    • Michael Devault
    • June 15, 2000

18. 20% still required to be withheld from distributions?

    By Santo Gold, July 14, 2020
    • 12 replies
    • 2.2k views
    • 
    • Bird
    • July 20, 2020

19. Loan Interest Rate - can it be too high?

    By Guest ebailey, April 30, 2009
    • 6 replies
    • 2.2k views
    • 
    • BG5150
    • May 5, 2009

20. Hardship and Medical Expenses

    By DP, June 25, 2008
    • 2 replies
    • 2.2k views
    • 
    • masteff
    • June 25, 2008

21. Required Minimum Distribution

    By Guest HD WILLIAMS, December 4, 1998
    • 1 reply
    • 2.2k views
    • 
    • Chester
    • December 4, 1998

22. Force out small balances

    By pmacduff, June 28, 2007
    • 3 replies
    • 2.2k views
    • 
    • JanetM
    • June 29, 2007

23. Form 1099-R Reporting

    By Guest Donna Neuhauser, January 14, 2004
    • 3 replies
    • 2.2k views
    • 
    • Harwood
    • January 14, 2004

24. Section 845 of '06 Pension Protection Act

    By Guest RJMOB, December 29, 2006
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • January 4, 2007

25. Procedures on defaulted loans

    By Guest mwilson, December 4, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • December 4, 1998

26. Inherited IRA

    By Guest greybeard, January 10, 2007
    • 6 replies
    • 2.2k views
    • 
    • Bird
    • January 17, 2007

27. Severance from Employment

    By Randy Watson, March 7, 2006
    • 0 replies
    • 2.2k views
    • 
    • Randy Watson
    • March 7, 2006

28. Employee now considered "contract labor"

    By MarZDoates, January 2, 2013
    • 6 replies
    • 2.2k views
    • 
    • masteff
    • February 27, 2013

29. Exclusive Benefit Rule a Prohibited Transaction?

    By Dennis G., August 2, 2011
    • 7 replies
    • 2.2k views
    • 
    • jpod
    • August 5, 2011

30. Avoiding MRD by 5% owners after age 70 1/2

    By mbozek, February 1, 2005
    • 2 replies
    • 2.2k views
    • 
    • mbozek
    • February 1, 2005

31. Secondary Beneficiary

    By Guest beppie_stark, November 10, 2009
    • 6 replies
    • 2.2k views
    • 
    • jpod
    • November 11, 2009

32. For someone born in 1959, is 73 or 75 the “applicable age” that sets a required beginning date?

    By Peter Gulia, January 3, 2023
    • 7 replies
    • 2.2k views
    • 
    • Luke Bailey
    • January 4, 2023

33. 1099-R distributuion code dispute

    By doombuggy, July 17, 2009
    • 3 replies
    • 2.2k views
    • 
    • doombuggy
    • July 20, 2009

34. Can the RMD model amendment be adopted after GUST remedial period?

    By Guest LMalone, October 23, 2001
    • 8 replies
    • 2.2k views
    • 
    • stephen
    • November 1, 2001

35. Does amount of distribution affect how you handle a missing participan

    By John A, May 2, 2001
    • 8 replies
    • 2.2k views
    • 
    • david rigby
    • May 4, 2001

36. can loan default offset be part of an RMD

    By k man, September 26, 2013
    • 3 replies
    • 2.2k views
    • 
    • BG5150
    • September 26, 2013

37. Beneficiary Designation

    By Guest sextonro, August 8, 2003
    • 11 replies
    • 2.2k views
    • 
    • mbozek
    • August 14, 2003

38. Michigan Withholding on Lump Sum

    By stormoj1, January 3, 2012
    • 1 reply
    • 2.2k views
    • 
    • david rigby
    • January 3, 2012

39. Required Minimum Distributions

    By Lori H, June 15, 2017
    • 6 replies
    • 2.2k views
    • 
    • ESOP Guy
    • June 16, 2017

40. Required Minimum Distribution for 5-percent Owner????

    By Guest RMM, March 3, 2000
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • December 3, 2002

41. Non-Resident Withholding

    By Guest lvegas, December 9, 2005
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • December 14, 2005

42. Distribution to corporation owner

    By Guest Dook, November 4, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • November 4, 1998

43. RMD - Partial Distribution?

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

44. Rollover from Foreign plan to U.S. Plan?

    By kwalified, November 30, 2011
    • 3 replies
    • 2.2k views
    • 
    • Nassau
    • November 30, 2011

45. in-service withdrawal, fed tax withholding

    By betheeg, December 20, 2002
    • 2 replies
    • 2.2k views
    • 
    • Appleby
    • December 23, 2002

46. How to allocate distribution between taxable and nontaxable

    By jkharvey, November 16, 2001
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • November 19, 2001

47. Underpayment of Distributions

    By Guest Brad Brewer, March 26, 1999
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • March 30, 1999

48. Defaulted Loan & 1099

    By Guest Bob Lees, July 24, 2001
    • 2 replies
    • 2.2k views
    • 
    • J2D2
    • October 2, 2006

49. Taxability of life insurance held as an asset in PSP

    By billfgrady, December 6, 2003
    • 1 reply
    • 2.2k views
    • 
    • ccassetty
    • December 8, 2003

50. Death Distribution to non-spousal beneficiaries

    By Vlad401k, June 11, 2015
    • 6 replies
    • 2.2k views
    • 
    • QDROphile
    • August 6, 2015