Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. DOH>70.5, what is MRD start date

   By Guest crosseyetester, January 27, 2006
   • 6 replies
   • 2.5k views
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   • rcline46
   • February 1, 2006

2. Death Distribution

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

3. Death Distribution to non-spousal beneficiaries

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

4. Another COVID Loan question

   By bzorc, September 29, 2020
   • 6 replies
   • 1.2k views
   • 
   • Luke Bailey
   • September 30, 2020

5. Death Distribution

   By J Simmons, January 20, 2009
   • 6 replies
   • 1.6k views
   • 
   • jevd
   • January 21, 2009

6. Takeover Loan Question

   By Vlad401k, October 28, 2017
   • 6 replies
   • 1.4k views
   • 
   • LANDO
   • October 31, 2017

7. GoFundMe mitigating hardship?

   By AlbanyConsultant, February 26, 2019
   • 6 replies
   • 1.1k views
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   • BG5150
   • March 14, 2019

8. Hardship Distribution

   By chris, November 2, 2005
   • 6 replies
   • 2.9k views
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   • Archimage
   • November 3, 2005

9. Secondary Beneficiary

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

10. Repayment of Distribution & Forfeiture Restoration

    By Guest Suanne, August 28, 2003
    • 6 replies
    • 1.6k views
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    • KJohnson
    • May 12, 2004

11. Inherited IRA

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

12. Overpayment of distribution to participant

    By Guest tajcc, August 20, 2008
    • 6 replies
    • 2k views
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    • Kimberly S
    • August 26, 2008

13. RMDs

    By Nassau, December 2, 2011
    • 6 replies
    • 1.5k views
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    • mbozek
    • December 3, 2011

14. RMD Procedures -- Default Distribution For.

    By rocknrolls2, January 9, 2025
    • 6 replies
    • 1.5k views
    • 
    • rocknrolls2
    • January 15, 2025

15. Max Loan Limit

    By Guest Celtics, August 15, 2013
    • 6 replies
    • 1.2k views
    • 
    • Guest
    • August 15, 2013

16. Defined Benefit Plan - Distribution Rules

    By Guest slt, December 20, 1999
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • December 21, 1999

17. Missing partic: where do you send the 1099?

    By BG5150, May 3, 2021
    • 6 replies
    • 1.6k views
    • 
    • Bill Presson
    • May 5, 2021

18. Spousal consent

    By Guest MNR, January 23, 2002
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • January 30, 2002

19. Illegal Aliens

    By dmwe, June 29, 2010
    • 6 replies
    • 1.2k views
    • 
    • mbozek
    • July 1, 2010

20. Distribution Restrictions Applicable to SECURE Act Qualified Birth and Adoption Distribution

    By rocknrolls2, January 22, 2020
    • 6 replies
    • 1.1k views
    • 
    • Larry Starr
    • January 22, 2020

21. Required minimum distributions (rmds)

    By pmacduff, July 12, 2021
    • 6 replies
    • 966 views
    • 
    • C. B. Zeller
    • July 14, 2021

22. Post-retirement divorce & QDROs divesting ex-spouse of interest

    By Guest jac, September 25, 2002
    • 6 replies
    • 4.1k views
    • 
    • RTK
    • September 26, 2002

23. Non-spouse Beneficiary

    By Guest jefe96, May 24, 2007
    • 6 replies
    • 2.3k views
    • 
    • J Simmons
    • June 19, 2007

24. Correcting Loan Mistake

    By Rai401k, November 15, 2013
    • 6 replies
    • 1.6k views
    • 
    • Rai401k
    • November 15, 2013

25. Plan Participant Refuses Distribution

    By pgold, November 10, 2016
    • 6 replies
    • 1.2k views
    • 
    • david rigby
    • November 10, 2016

26. 3 outstanding loans and policy permits a max. of 2

    By Guest Iwonder, December 4, 2008
    • 6 replies
    • 1.3k views
    • 
    • BG5150
    • December 4, 2008

27. Roth Distributions with no 5-Year Information

    By Jennifer D., July 2, 2024
    • 6 replies
    • 823 views
    • 
    • Lou S.
    • July 3, 2024

28. IRS Distribution Codes

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

29. RMD from PSP that includes after tax contributions

    By smm, March 22, 2005
    • 6 replies
    • 2.2k views
    • 
    • smm
    • March 23, 2005

30. cashout of distribution less than $200

    By AKconsult, October 15, 2008
    • 6 replies
    • 6.1k views
    • 
    • J Simmons
    • October 16, 2008

31. Distributions from 401(k) Plan

    By fmsinc, September 13, 2021
    • 6 replies
    • 820 views
    • 
    • Luke Bailey
    • September 15, 2021

32. New Jersey withholding on pension distributions

    By Bird, February 25, 2015
    • 6 replies
    • 1.9k views
    • 
    • Bird
    • March 3, 2015

33. RMD - attribution related

    By Jakyasar, December 2, 2019
    • 6 replies
    • 989 views
    • 
    • Jakyasar
    • December 4, 2019

34. non-spouse beneficiary -reassign payment?

    By PFranckowiak, December 28, 2007
    • 6 replies
    • 1.9k views
    • 
    • jevd
    • December 31, 2007

35. 1099R Correction

    By AmyETPA, November 9, 2023
    • 6 replies
    • 1.1k views
    • 
    • Paul I
    • November 13, 2023

36. Rollover IRA accepted cash but sent stock certificates back to plan

    By Guest LMalone, January 24, 2002
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • January 25, 2002

37. loan interest

    By betheeg, March 31, 2004
    • 6 replies
    • 1.3k views
    • 
    • FundeK
    • April 1, 2004

38. hardship and natural disaster

    By Guest quinn the car fixer, September 9, 2004
    • 6 replies
    • 1.3k views
    • 
    • four01kman
    • September 10, 2004

39. Minimum Required Distributions--No Designated Beneficiary

    By Randy Watson, March 12, 2009
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • March 12, 2009

40. Lump Sum Distribution and Employee CoOntributions

    By emmetttrudy, November 1, 2012
    • 6 replies
    • 1.8k views
    • 
    • eeyore
    • November 5, 2012

41. RMD Distribution

    By JKW, January 18, 2013
    • 6 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 18, 2013

42. Participant loan offset not allowed because the balance is over $5,000

    By Guest mo again, July 20, 2000
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • April 2, 2001

43. reason for hardship w/d

    By betheeg, March 2, 2004
    • 6 replies
    • 1.9k views
    • 
    • FundeK
    • March 2, 2004

44. Distribution elections over the phone?

    By The 401k Whisperer, December 14, 2022
    • 6 replies
    • 1.1k views
    • 
    • The 401k Whisperer
    • December 19, 2022

45. Distribution checks never cashed but 1099-R issued in 2001; reissued in 2002 when participants found; taxable to participant in 2001?

    By Guest ircreader, September 3, 2003
    • 6 replies
    • 9.4k views
    • 
    • Guest
    • September 29, 2003

46. Spousal Consent (again)

    By Guest nancy814, July 2, 2010
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • July 6, 2010

47. Loan defaults still treated as asset on balance sheet?

    By Fielding Mellish, July 29, 2010
    • 6 replies
    • 7.6k views
    • 
    • Belgarath
    • August 4, 2010

48. 1099-R, Box 2b - Taxable Amount Not Determined

    By Basically, November 13, 2023
    • 6 replies
    • 29.3k views
    • 
    • RestAssured
    • January 9, 2024

49. When Does 5-year term begin?

    By Guest rocnrols2, April 10, 2003
    • 6 replies
    • 2.1k views
    • 
    • Mike Preston
    • April 15, 2003

50. RMD non-owner Exception

    By Vlad401k, June 22, 2015
    • 6 replies
    • 2.1k views
    • 
    • Tom Poje
    • June 23, 2015