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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,171 topics in this forum

  1. Dist Amount Not Requireing Tax Withholding

    By Basically,
    • 7 replies
    • 2.1k views

  2. 2024 1099-R Accuracy for Participant with Loan Default vs. Offset

    By Jay S,
    • 4 replies
    • 1.7k views

  3. RMD Timing

    By Dougsbpc,
    • 2 replies
    • 1.6k views

  4. Tax year for distributed loan balance?

    By Mleech,
    • 2 replies
    • 1.6k views

  5. 1099R

    By Egold,
    • 8 replies
    • 1.9k views

  6. Penalty for Missed RMD

    By Dougsbpc,
    • 5 replies
    • 3.1k views

  7. RMD Procedures -- Default Distribution For.

    By rocknrolls2,
    • 6 replies
    • 1.5k views

  8. Marital portion of pension

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

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

    By Peter Gulia,
    • 0 replies
    • 918 views

  10. loan repayments set up as deferrals

    By AlbanyConsultant,
    • 3 replies
    • 1.5k views

  11. Distributions from Vanguard

    By ConnieStorer,
    • 1 reply
    • 1.1k views

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

    By cheersmate,   
    • 6 replies
    • 1.6k views

  13. RMD Rollover Timing

    By Gilmore,
    • 7 replies
    • 2k views

  14. Odd IRS call regarding Form 945

    By Santo Gold,
    • 4 replies
    • 1.4k views

  15. Plan loan request - participant lay off

    By pmacduff,
    • 7 replies
    • 1.3k views

  16. QDRO amount exceeds the account balance

    By AJC,
    • 10 replies
    • 1.3k views

  17. Self Cert Hardship

    By Lou81,
    • 11 replies
    • 2.6k views

  18. Who can be the beneficiary of a beneficiary?

    By Santo Gold,
    • 3 replies
    • 1k views

  19. Death Benefit 401K Spousal Rollover with ROTH

    By Lou S.,
    • 0 replies
    • 521 views

  20. Rollover or Not

    By thepensionmaven,
    • 15 replies
    • 1.9k views

  21. Death Benefit - Missouri

    By justanotheradmin,
    • 4 replies
    • 1.1k views

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

    By AllThingsForGood,
    • 5 replies
    • 1.4k views

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

    By BST,
    • 3 replies
    • 1.2k views

  24. RMD for seasonal employee?

    By BG5150,
    • 6 replies
    • 1.3k views

  25. Participant Loan for a new employee

    By Santo Gold,
    • 4 replies
    • 776 views

  26. 1099-R mega backdoor Roth

    By Santo Gold,
    • 4 replies
    • 3.5k views

  27. Both Spouse and Spouse have died before RBD

    By yttap,
    • 5 replies
    • 893 views

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

    By Basically,
    • 1 reply
    • 563 views

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

    By Peter Gulia,
    • 9 replies
    • 1.8k views

  30. Disaster Relief Distributions - Withholding

    By Gilmore,
    • 3 replies
    • 1k views

  31. Disaster Relief Distribution - Declared Disaster

    By Gilmore,
    • 8 replies
    • 1.1k views

  32. Qualified Disaster Recovery Distributions - Qualified Disaster Area

    By RatherBeGolfing,
    • 15 replies
    • 2.6k views

  33. COVID loan reamortization

    By thepensionmaven,
    • 4 replies
    • 738 views

  34. ROTH deferrals and ROTH conversions

    By Basically,
    • 5 replies
    • 1.7k views

  35. distribution of over-deposited deferrals - options?

    By AlbanyConsultant,
    • 1 reply
    • 564 views

  36. 1st RMD clarification

    By Basically,
    • 3 replies
    • 860 views

  37. Distributing Missing Participants - here is what I have

    By Basically,
    • 5 replies
    • 1.4k views

  38. Hardship for bad septic tank?

    By BG5150,
    • 7 replies
    • 2.2k views

  39. Millennium Trust now Inspira Issues

    By ERISATaxExpert,
    • 1 reply
    • 714 views

  40. Deceased participant, spouse is sole beneficiary

    By Belgarath,
    • 1 reply
    • 682 views

  41. RMD's & rehires

    By JeffB,
    • 1 reply
    • 662 views

  42. Spousal consent for loans--balance question

    By BG5150,
    • 5 replies
    • 927 views

  43. Hardship Withdrawal for Overdue Student Loan Repayments?

    By EPCRSGuru,
    • 8 replies
    • 1.9k views

  44. RMDs after inherited IRA bene dies

    By Bird,
    • 4 replies
    • 849 views

  45. Deceased Participant - RMD to Beneficiary

    By Vlad401k,
    • 0 replies
    • 581 views

  46. Motorhome principal residence

    By R. Butler,
    • 12 replies
    • 3.5k views

  47. RMD - For Beneficiary

    By Basically,
    • 1 reply
    • 722 views

  48. RMD Final and Proposed Regs

    By Paul I,
    • 6 replies
    • 756 views

  49. RMDs for Multiple Employer Plans

    By pensiongeek,
    • 5 replies
    • 947 views

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

    By jkharvey,
    • 3 replies
    • 1.1k views
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