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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,180 topics in this forum

  1. RMD failure

    By MEPL,
    • 1 reply
    • 1.5k views

  2. Missed Year of Death RMD from Single IRA with Multiple Beneficiaries

    By Plan Doc,
    • 4 replies
    • 2.2k views

  3. Cash Out, Forfeiture, Repayment & Roth!

    By BTH,
    • 2 replies
    • 2k views

  4. 401(k) loan

    By Bruce1,
    • 3 replies
    • 2.4k views

  5. Hardship Dist... taxes

    By Basically,
    • 13 replies
    • 2.9k views

  6. Hardship Withdrawal

    By Nassau,
    • 3 replies
    • 2.8k views

  7. Might a turnover to a State’s abandoned-property administration be useful for an amount that is not rollover-eligible?

    By Peter Gulia,
    • 4 replies
    • 1.9k views

  8. Corrective Distribution Taxes

    By Vlad401k,
    • 1 reply
    • 1.8k views

  9. Inherited IRA for Spousal Beneficiary

    By Vlad401k,
    • 2 replies
    • 1.6k views

  10. Dist Amount Not Requireing Tax Withholding

    By Basically,
    • 7 replies
    • 2.2k views

  11. 2024 1099-R Accuracy for Participant with Loan Default vs. Offset

    By Jay S,
    • 4 replies
    • 1.9k views

  12. RMD Timing

    By Dougsbpc,
    • 2 replies
    • 1.6k views

  13. Tax year for distributed loan balance?

    By Miles Leech,
    • 2 replies
    • 1.7k views

  14. 1099R

    By Egold,
    • 8 replies
    • 2k views

  15. Penalty for Missed RMD

    By Dougsbpc,
    • 5 replies
    • 4.1k views

  16. RMD Procedures -- Default Distribution For.

    By rocknrolls2,
    • 6 replies
    • 1.6k views

  17. Marital portion of pension

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

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

    By Peter Gulia,
    • 0 replies
    • 977 views

  19. loan repayments set up as deferrals

    By AlbanyConsultant,
    • 3 replies
    • 1.7k views

  20. Distributions from Vanguard

    By ConnieStorer,
    • 1 reply
    • 1.2k views

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

    By cheersmate,   
    • 6 replies
    • 1.7k views

  22. RMD Rollover Timing

    By Gilmore,
    • 7 replies
    • 2.3k views

  23. Odd IRS call regarding Form 945

    By Santo Gold,
    • 4 replies
    • 1.5k views

  24. Plan loan request - participant lay off

    By pmacduff,
    • 7 replies
    • 1.4k views

  25. QDRO amount exceeds the account balance

    By AJC,
    • 10 replies
    • 1.4k views

  26. Self Cert Hardship

    By Lou81,
    • 11 replies
    • 3k views

  27. Who can be the beneficiary of a beneficiary?

    By Santo Gold,
    • 3 replies
    • 1.1k views

  28. Death Benefit 401K Spousal Rollover with ROTH

    By Lou S.,
    • 0 replies
    • 549 views

  29. Rollover or Not

    By thepensionmaven,
    • 15 replies
    • 2.4k views

  30. Death Benefit - Missouri

    By justanotheradmin,
    • 4 replies
    • 1.2k views

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

    By AllThingsForGood,
    • 5 replies
    • 1.6k views

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

    By BST,
    • 3 replies
    • 1.4k views

  33. RMD for seasonal employee?

    By BG5150,
    • 6 replies
    • 1.4k views

  34. Participant Loan for a new employee

    By Santo Gold,
    • 4 replies
    • 862 views

  35. 1099-R mega backdoor Roth

    By Santo Gold,
    • 4 replies
    • 4.8k views

  36. Both Spouse and Spouse have died before RBD

    By yttap,
    • 5 replies
    • 953 views

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

    By Basically,
    • 1 reply
    • 603 views

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

    By Peter Gulia,
    • 9 replies
    • 3k views

  39. Disaster Relief Distributions - Withholding

    By Gilmore,
    • 3 replies
    • 1.1k views

  40. Disaster Relief Distribution - Declared Disaster

    By Gilmore,
    • 8 replies
    • 1.1k views

  41. Qualified Disaster Recovery Distributions - Qualified Disaster Area

    By RatherBeGolfing,
    • 15 replies
    • 3.3k views

  42. COVID loan reamortization

    By thepensionmaven,
    • 4 replies
    • 776 views

  43. ROTH deferrals and ROTH conversions

    By Basically,
    • 5 replies
    • 1.9k views

  44. distribution of over-deposited deferrals - options?

    By AlbanyConsultant,
    • 1 reply
    • 604 views

  45. 1st RMD clarification

    By Basically,
    • 3 replies
    • 934 views

  46. Distributing Missing Participants - here is what I have

    By Basically,
    • 5 replies
    • 1.5k views

  47. Hardship for bad septic tank?

    By BG5150,
    • 7 replies
    • 2.4k views

  48. Millennium Trust now Inspira Issues

    By ERISATaxExpert,
    • 1 reply
    • 768 views

  49. Deceased participant, spouse is sole beneficiary

    By Belgarath,
    • 1 reply
    • 729 views

  50. RMD's & rehires

    By JeffB,
    • 1 reply
    • 707 views
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