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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,167 topics in this forum

  1. 1099R

    By Egold,
    • 8 replies
    • 1.8k views

  2. Penalty for Missed RMD

    By Dougsbpc,
    • 5 replies
    • 2.5k views

  3. RMD Procedures -- Default Distribution For.

    By rocknrolls2,
    • 6 replies
    • 1.4k views

  4. Marital portion of pension

    Topic was moved to forum Qualified Domestic Relations Orders (QDROs)

  5. For a US tax return or tax payment due today, one may take an extra day, to January 10.

    By Peter Gulia,
    • 0 replies
    • 858 views

  6. loan repayments set up as deferrals

    By AlbanyConsultant,
    • 3 replies
    • 1.4k views

  7. Distributions from Vanguard

    By ConnieStorer,
    • 1 reply
    • 1k views

  8. Active Post NRA Participant Wants Loan Balance "Distributed" as a Loan Offset

    By cheersmate,   
    • 6 replies
    • 1.4k views

  9. RMD Rollover Timing

    By Gilmore,
    • 7 replies
    • 1.8k views

  10. Odd IRS call regarding Form 945

    By Santo Gold,
    • 4 replies
    • 1.3k views

  11. Plan loan request - participant lay off

    By pmacduff,
    • 7 replies
    • 1.2k views

  12. QDRO amount exceeds the account balance

    By AJC,
    • 10 replies
    • 1.2k views

  13. Self Cert Hardship

    By Lou81,
    • 11 replies
    • 2.2k views

  14. Who can be the beneficiary of a beneficiary?

    By Santo Gold,
    • 3 replies
    • 1k views

  15. Death Benefit 401K Spousal Rollover with ROTH

    By Lou S.,
    • 0 replies
    • 504 views

  16. Rollover or Not

    By thepensionmaven,
    • 15 replies
    • 1.8k views

  17. Death Benefit - Missouri

    By justanotheradmin,
    • 4 replies
    • 989 views

  18. Are we REQUIRED to use IRIS system for 1099-R filing for clients?

    By AllThingsForGood,
    • 5 replies
    • 1.2k views

  19. IRA beneficiary deceased prior to distribution of benefits - can estate disclaim

    By BST,
    • 3 replies
    • 1.1k views

  20. RMD for seasonal employee?

    By BG5150,
    • 6 replies
    • 1.3k views

  21. Participant Loan for a new employee

    By Santo Gold,
    • 4 replies
    • 742 views

  22. 1099-R mega backdoor Roth

    By Santo Gold,
    • 4 replies
    • 2.8k views

  23. Both Spouse and Spouse have died before RBD

    By yttap,
    • 5 replies
    • 852 views

  24. RMD - Participant died in 2023, Which table to use for beneficiary RMD?

    By Basically,
    • 1 reply
    • 543 views

  25. For someone born in 1959, is the § 401(a)(9) applicable age 73 or 75?

    By Peter Gulia,
    • 9 replies
    • 1.6k views

  26. Disaster Relief Distributions - Withholding

    By Gilmore,
    • 3 replies
    • 968 views

  27. Disaster Relief Distribution - Declared Disaster

    By Gilmore,
    • 8 replies
    • 1k views

  28. Qualified Disaster Recovery Distributions - Qualified Disaster Area

    By RatherBeGolfing,
    • 15 replies
    • 2.2k views

  29. COVID loan reamortization

    By thepensionmaven,
    • 4 replies
    • 699 views

  30. ROTH deferrals and ROTH conversions

    By Basically,
    • 5 replies
    • 1.5k views

  31. distribution of over-deposited deferrals - options?

    By AlbanyConsultant,
    • 1 reply
    • 543 views

  32. 1st RMD clarification

    By Basically,
    • 3 replies
    • 803 views

  33. Distributing Missing Participants - here is what I have

    By Basically,
    • 5 replies
    • 1.4k views

  34. Hardship for bad septic tank?

    By BG5150,
    • 7 replies
    • 2k views

  35. Millennium Trust now Inspira Issues

    By ERISATaxExpert,
    • 1 reply
    • 671 views

  36. Deceased participant, spouse is sole beneficiary

    By Belgarath,
    • 1 reply
    • 649 views

  37. RMD's & rehires

    By JeffB,
    • 1 reply
    • 640 views

  38. Spousal consent for loans--balance question

    By BG5150,
    • 5 replies
    • 875 views

  39. Hardship Withdrawal for Overdue Student Loan Repayments?

    By EPCRSGuru,
    • 8 replies
    • 1.5k views

  40. RMDs after inherited IRA bene dies

    By Bird,
    • 4 replies
    • 775 views

  41. Deceased Participant - RMD to Beneficiary

    By Vlad401k,
    • 0 replies
    • 553 views

  42. Motorhome principal residence

    By R. Butler,
    • 12 replies
    • 3.1k views

  43. RMD - For Beneficiary

    By Basically,
    • 1 reply
    • 685 views

  44. RMD Final and Proposed Regs

    By Paul I,
    • 6 replies
    • 719 views

  45. RMDs for Multiple Employer Plans

    By pensiongeek,
    • 5 replies
    • 889 views

  46. What to do if beneficiary of deceased participant is not responding and we have no SSN for the beneficiary?

    By jkharvey,
    • 3 replies
    • 1k views

  47. Tax Free Transfer from IRA to Qualified Charity

    By KevinMc,
    • 2 replies
    • 965 views

  48. RMD started in error?

    By James Shen,
    • 2 replies
    • 674 views

  49. Successor Beneficiary of an Inherited IRA

    By 52626,
    • 5 replies
    • 1.2k views

  50. 2024 RMD - Participant has Traditional and Roth Sources

    By Vlad401k,
    • 1 reply
    • 521 views
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