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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,191 topics in this forum

  1. Advice on handling a distribution via Power of Attorney

    By Santo Gold,
    • 5 replies
    • 2.5k views

  2. apply distribution fees to very low balance twice ?

    By TPApril,
    • 12 replies
    • 2.1k views

  3. State Tax Updates

    By cmartinez,
    • 1 reply
    • 1.5k views

  4. Age 55 Exception - Full Plan Termination

    By Vlad401k,
    • 7 replies
    • 2.5k views

  5. Terminated Participant has Loan Balance but not yet eligible for Withdrawal - Loan Default or Loan Offset?

    By cheersmate,
    • 5 replies
    • 3.1k views

  6. Incorrect 401(k) Rollover to IRA

    By Kattdogg12,
    • 3 replies
    • 1.9k views

  7. Self-certification of H'ships--issues if done wrong?

    By BG5150,
    • 6 replies
    • 2.3k views

  8. Plan participant dies - has no designated beneficiary and no will

    By Tom,
    • 11 replies
    • 2.8k views

  9. Excess Tax Withheld for Canadian Retiree With US Pension

    By EPCRSGuru,
    • 2 replies
    • 1.7k views

  10. 1099-R questions... (unfortunately not filed)

    By Basically,
    • 3 replies
    • 1.8k views

  11. Death benefit - no named beneficiary, per default terms of the plan will go to a child who is a minor

    By Belgarath,
    • 5 replies
    • 2.2k views

  12. Missing Partcipant and RMD

    By Lou S.,
    • 4 replies
    • 2.2k views

  13. RMD failure

    By MEPL,
    • 1 reply
    • 1.6k views

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

    By Plan Doc,
    • 4 replies
    • 2.3k views

  15. Cash Out, Forfeiture, Repayment & Roth!

    By BTH,
    • 2 replies
    • 2.1k views

  16. 401(k) loan

    By Bruce1,
    • 3 replies
    • 2.9k views

  17. Hardship Dist... taxes

    By Basically,
    • 13 replies
    • 3.3k views

  18. Hardship Withdrawal

    By Nassau,
    • 3 replies
    • 2.8k views

  19. 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
    • 2k views

  20. Corrective Distribution Taxes

    By Vlad401k,
    • 1 reply
    • 1.8k views

  21. Inherited IRA for Spousal Beneficiary

    By Vlad401k,
    • 2 replies
    • 1.6k views

  22. Dist Amount Not Requireing Tax Withholding

    By Basically,
    • 7 replies
    • 2.3k views

  23. 2024 1099-R Accuracy for Participant with Loan Default vs. Offset

    By Jay S,
    • 4 replies
    • 2k views

  24. RMD Timing

    By Dougsbpc,
    • 2 replies
    • 1.7k views

  25. Tax year for distributed loan balance?

    By Miles Leech,
    • 2 replies
    • 1.7k views

  26. 1099R

    By Egold,
    • 8 replies
    • 2.1k views

  27. Penalty for Missed RMD

    By Dougsbpc,
    • 5 replies
    • 5k views

  28. RMD Procedures -- Default Distribution For.

    By rocknrolls2,
    • 6 replies
    • 1.7k views

  29. Marital portion of pension

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

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

    By Peter Gulia,
    • 0 replies
    • 1k views

  31. loan repayments set up as deferrals

    By AlbanyConsultant,
    • 3 replies
    • 1.8k views

  32. Distributions from Vanguard

    By ConnieStorer,
    • 1 reply
    • 1.2k views

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

    By cheersmate,   
    • 6 replies
    • 2k views

  34. RMD Rollover Timing

    By Gilmore,
    • 7 replies
    • 2.5k views

  35. Odd IRS call regarding Form 945

    By Santo Gold,
    • 4 replies
    • 1.6k views

  36. Plan loan request - participant lay off

    By pmacduff,
    • 7 replies
    • 1.5k views

  37. QDRO amount exceeds the account balance

    By AJC,
    • 10 replies
    • 1.6k views

  38. Self Cert Hardship

    By Lou81,
    • 11 replies
    • 3.7k views

  39. Who can be the beneficiary of a beneficiary?

    By Santo Gold,
    • 3 replies
    • 1.2k views

  40. Death Benefit 401K Spousal Rollover with ROTH

    By Lou S.,
    • 0 replies
    • 605 views

  41. Rollover or Not

    By thepensionmaven,
    • 15 replies
    • 2.9k views

  42. Death Benefit - Missouri

    By justanotheradmin,
    • 4 replies
    • 1.3k views

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

    By AllThingsForGood,
    • 5 replies
    • 1.7k views

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

    By BST,
    • 3 replies
    • 1.6k views

  45. RMD for seasonal employee?

    By BG5150,
    • 6 replies
    • 1.6k views

  46. Participant Loan for a new employee

    By Santo Gold,
    • 4 replies
    • 960 views

  47. 1099-R mega backdoor Roth

    By Santo Gold,
    • 4 replies
    • 5.1k views

  48. Both Spouse and Spouse have died before RBD

    By yttap,
    • 5 replies
    • 1k views

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

    By Basically,
    • 1 reply
    • 646 views

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

    By Peter Gulia,
    • 9 replies
    • 4.7k views
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