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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,205 topics in this forum

  1. RMD from 401k with Roth and Pre-Tax balances

    By Dennis Povloski,
    • 8 replies
    • 4.2k views

  2. Takeover Loan Question

    By Vlad401k,
    • 6 replies
    • 2k views

  3. RMD's and Excesses

    By pjbaer,
    • 1 reply
    • 938 views

  4. 401K Loan Default

    By bpowell,
    • 12 replies
    • 9.6k views

  5. RMD to alternate payee

    By Scuba 401,
    • 0 replies
    • 706 views

  6. RMD EXCEPTION R/O TO SAME EMPLOYER

    By Rob P,
    • 2 replies
    • 1.1k views

  7. RMD Question for 5% owner

    By Vlad401k,
    • 2 replies
    • 1.4k views

  8. Loans made inconsistent with loan policly

    By Nancy D,
    • 2 replies
    • 1.1k views

  9. 1099-R Code

    By msmith,
    • 5 replies
    • 2.1k views

  10. Living Trust as Beneficiary

    By Monica Barnard,
    • 5 replies
    • 1.7k views

  11. What code to use for a qualified hurricane distribution?

    By Vlad401k,
    • 3 replies
    • 1.7k views

  12. Is the Oct. 3 law on Hurricane Relief on the IRS web site?

    By Scuba 401,
    • 4 replies
    • 1k views

  13. RMD after rollover

    By TPA2015,   
    • 3 replies
    • 1k views

  14. Annual Valuation Only Profit Sharing Plan - Mid-year distributions

    By CintiTwo,   
    • 5 replies
    • 2.4k views

  15. Max loan from two plans, now plans are merging!

    By AlbanyConsultant,
    • 3 replies
    • 1k views

  16. Loan payments and leave of absence

    By Belgarath,
    • 0 replies
    • 629 views

  17. Stale Distribution Check

    By TPA2015,   
    • 8 replies
    • 2.7k views

  18. Leave of Absence Missed Payments Before LOA Cure Period

    By Snapper,
    • 0 replies
    • 1.3k views

  19. Decline to be Beneficiary?

    By PMC,
    • 13 replies
    • 6.3k views

  20. 1099R filed twice

    By Santo Gold,
    • 1 reply
    • 1.5k views

  21. Treating RMD as Qualified Charitable Distribution

    By Susan S.,
    • 5 replies
    • 1.7k views

  22. Withholding on Corrective Distributions

    By 401_noob,   
    • 2 replies
    • 1.9k views

  23. 1099-R and post age 55 distribution

    By pmacduff,
    • 3 replies
    • 1.4k views

  24. Hardship and suspension of deferrals

    By BW,
    • 4 replies
    • 1.4k views

  25. Hardship for home purchase, deal falls through

    By Belgarath,
    • 15 replies
    • 17.2k views

  26. Hardship - Foreclosure

    By luissaha,
    • 1 reply
    • 1.1k views

  27. RMD after death

    By Lou S.,
    • 7 replies
    • 1.5k views

  28. How to correct an overpayment, using EPCRS 2016-51

    By AlbanyConsultant,
    • 4 replies
    • 2.5k views

  29. Failure to issue 1099 for P.S. 58 costs of life insurance

    By Scuba 401,
    • 1 reply
    • 3.8k views

  30. New Loans to Terminated Participants

    By MNO,   
    • 11 replies
    • 8k views

  31. Deceased Participant - Uncashed checks prior to death

    By Cloudy,
    • 4 replies
    • 3.8k views

  32. Death benefit - No beneficiary

    By 401(k)athryn,
    • 24 replies
    • 11.8k views

  33. First RMD after age 70 1/2

    By Vlad401k,
    • 11 replies
    • 1.9k views

  34. Retired Participant & her distribution

    By Pammie57,
    • 4 replies
    • 1.6k views

  35. Force out limits

    By K2retire,   
    • 11 replies
    • 2.3k views

  36. PBGC beneficiary

    By Dave105,
    • 3 replies
    • 1k views

  37. rollover on death

    By Earl,
    • 3 replies
    • 978 views

  38. life insurance

    By R. Butler,
    • 10 replies
    • 2.5k views

  39. penalties for failure to issue 1099

    By Belgarath,
    • 0 replies
    • 930 views

  40. Withhold on death bene paid to charitable NFP?

    By Pinefresh,
    • 14 replies
    • 2k views

  41. Required Minimum Distributions

    By Lori H,
    • 6 replies
    • 2.8k views

  42. Hardship Distribution

    By Belgarath,   
    • 3 replies
    • 1.9k views

  43. Loan headache

    By Eve Sav,   
    • 6 replies
    • 1.7k views

  44. Any possible fix to this loan in default?

    By Blinky the 3-eyed Fish,
    • 8 replies
    • 2k views

  45. non-spouse beneficiary IRA to Plan OK?

    By Earl,
    • 3 replies
    • 1.2k views

  46. Withhold Taxes on Death Benefit?

    By Fielding Mellish,
    • 1 reply
    • 1.3k views

  47. Participant loan errors as reportable prohibited transactions

    By BeckyMiller,   
    • 2 replies
    • 2.2k views

  48. 1099R Distribution Code

    By Dinosaur,
    • 7 replies
    • 3k views

  49. Do Truth In Lending Notices apply for 401(k) loans

    By BG5150,
    • 6 replies
    • 2.6k views

  50. 402(f) Notice for distributions under $200...Required???

    By Guest wolfman,
    • 12 replies
    • 6.2k views
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