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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,199 topics in this forum

  1. RMD Question for 5% owner

    By Vlad401k,
    • 2 replies
    • 1.3k views

  2. Loans made inconsistent with loan policly

    By Nancy D,
    • 2 replies
    • 878 views

  3. 1099-R Code

    By msmith,
    • 5 replies
    • 1.9k views

  4. Living Trust as Beneficiary

    By Monica Barnard,
    • 5 replies
    • 1.4k views

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

    By Vlad401k,
    • 3 replies
    • 1.5k views

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

    By Scuba 401,
    • 4 replies
    • 817 views

  7. RMD after rollover

    By TPA2015,   
    • 3 replies
    • 860 views

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

    By CintiTwo,   
    • 5 replies
    • 2.1k views

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

    By AlbanyConsultant,
    • 3 replies
    • 842 views

  10. Loan payments and leave of absence

    By Belgarath,
    • 0 replies
    • 519 views

  11. Stale Distribution Check

    By TPA2015,   
    • 8 replies
    • 2.4k views

  12. Leave of Absence Missed Payments Before LOA Cure Period

    By Snapper,
    • 0 replies
    • 1.1k views

  13. Decline to be Beneficiary?

    By PMC,
    • 13 replies
    • 5.9k views

  14. 1099R filed twice

    By Santo Gold,
    • 1 reply
    • 1.3k views

  15. Treating RMD as Qualified Charitable Distribution

    By Susan S.,
    • 5 replies
    • 1.5k views

  16. Withholding on Corrective Distributions

    By 401_noob,   
    • 2 replies
    • 1.7k views

  17. 1099-R and post age 55 distribution

    By pmacduff,
    • 3 replies
    • 1.3k views

  18. Hardship and suspension of deferrals

    By BW,
    • 4 replies
    • 1.2k views

  19. Hardship for home purchase, deal falls through

    By Belgarath,
    • 15 replies
    • 16.6k views

  20. Hardship - Foreclosure

    By luissaha,
    • 1 reply
    • 991 views

  21. RMD after death

    By Lou S.,
    • 7 replies
    • 1.2k views

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

    By AlbanyConsultant,
    • 4 replies
    • 2.2k views

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

    By Scuba 401,
    • 1 reply
    • 3.7k views

  24. New Loans to Terminated Participants

    By MNO,   
    • 11 replies
    • 7.6k views

  25. Deceased Participant - Uncashed checks prior to death

    By Cloudy,
    • 4 replies
    • 3.6k views

  26. Death benefit - No beneficiary

    By 401(k)athryn,
    • 24 replies
    • 11.3k views

  27. First RMD after age 70 1/2

    By Vlad401k,
    • 11 replies
    • 1.7k views

  28. Retired Participant & her distribution

    By Pammie57,
    • 4 replies
    • 1.4k views

  29. Force out limits

    By K2retire,   
    • 11 replies
    • 2k views

  30. PBGC beneficiary

    By Dave105,
    • 3 replies
    • 859 views

  31. rollover on death

    By Earl,
    • 3 replies
    • 787 views

  32. life insurance

    By R. Butler,
    • 10 replies
    • 2.2k views

  33. penalties for failure to issue 1099

    By Belgarath,
    • 0 replies
    • 844 views

  34. Withhold on death bene paid to charitable NFP?

    By Pinefresh,
    • 14 replies
    • 1.7k views

  35. Required Minimum Distributions

    By Lori H,
    • 6 replies
    • 2.6k views

  36. Hardship Distribution

    By Belgarath,   
    • 3 replies
    • 1.8k views

  37. Loan headache

    By Eve Sav,   
    • 6 replies
    • 1.4k views

  38. Any possible fix to this loan in default?

    By Blinky the 3-eyed Fish,
    • 8 replies
    • 1.7k views

  39. non-spouse beneficiary IRA to Plan OK?

    By Earl,
    • 3 replies
    • 1.1k views

  40. Withhold Taxes on Death Benefit?

    By Fielding Mellish,
    • 1 reply
    • 1.2k views

  41. Participant loan errors as reportable prohibited transactions

    By BeckyMiller,   
    • 2 replies
    • 2k views

  42. 1099R Distribution Code

    By Dinosaur,
    • 7 replies
    • 2.7k views

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

    By BG5150,
    • 6 replies
    • 2.4k views

  44. 402(f) Notice for distributions under $200...Required???

    By Guest wolfman,
    • 12 replies
    • 5.8k views

  45. Retro-active amendment to allow in-service

    By cpc0506,
    • 8 replies
    • 1.9k views

  46. Failure to withhold taxes

    By cpc0506,   
    • 13 replies
    • 4.9k views

  47. New Guidance on Hardship distributions

    By cpc0506,   
    • 0 replies
    • 707 views

  48. Maximum loan after loan default

    By bcmom,   
    • 8 replies
    • 3.1k views

  49. Multiple beneficiaries required minimum distribution

    By R. Butler,
    • 1 reply
    • 782 views

  50. Periodic vs. Nonperiodic Distributions

    By Fielding Mellish,
    • 2 replies
    • 1.9k views
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