Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. 1099 R Year

   By AmyETPA, January 16, 2023
   • 1 reply
   • 490 views
   • 
   • Lou S.
   • January 17, 2023

2. 1099 When Plan Pays Participant Tax Levy?

   By Guest Scott McHenry, January 22, 2003
   • 5 replies
   • 2k views
   • 
   • Guest
   • January 23, 2003

3. 1099-R - report when check issued or check received?

   By Guest Champ's Mom, February 19, 2009
   • 6 replies
   • 4.4k views
   • 
   • Guest
   • February 23, 2009

4. 1099-R - when participant elects rollover, but doesn't rollover

   By Pam S., March 5, 2014
   • 19 replies
   • 9k views
   • 
   • Appleby
   • October 18, 2014

5. 1099-R 945 and withholding not done?

   By Lou S., January 26, 2011
   • 9 replies
   • 2.5k views
   • 
   • Lou S.
   • December 22, 2011

6. 1099-R and 945 not done

   By doombuggy, July 20, 2009
   • 2 replies
   • 1.1k views
   • 
   • Laura Harrington
   • July 20, 2009

7. 1099-R and a 60-day return of the funds

   By Blinky the 3-eyed Fish, January 19, 2010
   • 4 replies
   • 1.5k views
   • 
   • david rigby
   • January 19, 2010

8. 1099-R and post age 55 distribution

   By pmacduff, August 9, 2017
   • 3 replies
   • 829 views
   • 
   • pmacduff
   • August 9, 2017

9. 1099-R Box 5 Reporting On Roth with loss

   By Lou S., January 31, 2011
   • 1 reply
   • 3.8k views
   • 
   • masteff
   • February 3, 2011

10. 1099-R Code

    By msmith, October 11, 2017
    • 5 replies
    • 1.6k views
    • 
    • msmith
    • October 12, 2017

11. 1099-R Code / Minimum Distribution?

    By Guest notapensiongeek, December 20, 2006
    • 3 replies
    • 1.8k views
    • 
    • A Shot in the Dark
    • December 21, 2006

12. 1099-R code for cash distribution, age 56

    By emmetttrudy, January 27, 2014
    • 4 replies
    • 2.5k views
    • 
    • My 2 cents
    • January 27, 2014

13. 1099-R code for Loan

    By pmacduff, May 13, 2004
    • 1 reply
    • 1.5k views
    • 
    • JanetM
    • May 13, 2004

14. 1099-R Code for under 59 1/2 from Roth Deferral

    By BG5150, January 11, 2017
    • 2 replies
    • 522 views
    • 
    • BG5150
    • January 11, 2017

15. 1099-R codes for Roth 401(k) and Employer monies distribution

    By bvhea, January 22, 2016
    • 2 replies
    • 2.8k views
    • 
    • bvhea
    • January 22, 2016

16. 1099-R coding clarification

    By Guest dyoder, December 21, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 21, 2004

17. 1099-R coding for death distributions

    By FundeK, November 22, 2004
    • 5 replies
    • 2.1k views
    • 
    • Appleby
    • November 24, 2004

18. 1099-R coding for Rollover

    By Guest perplexedbypensions, January 22, 2014
    • 3 replies
    • 1.2k views
    • 
    • My 2 cents
    • January 23, 2014

19. 1099-R Distribution Code

    By Guest Giovanni, February 7, 2003
    • 4 replies
    • 1.9k views
    • 
    • Appleby
    • February 7, 2003

20. 1099-R Distribution Code in Box 7

    By Guest mrnardoz, December 16, 2004
    • 5 replies
    • 3.8k views
    • 
    • Appleby
    • December 23, 2004

21. 1099-R distributuion code dispute

    By doombuggy, July 17, 2009
    • 3 replies
    • 2.2k views
    • 
    • doombuggy
    • July 20, 2009

22. 1099-R ESOP diversification distribution

    By Guest crosseyetester, January 16, 2007
    • 2 replies
    • 3.2k views
    • 
    • Guest
    • January 24, 2007

23. 1099-R excess contribution

    By pmacduff, November 19, 2009
    • 0 replies
    • 1.2k views
    • 
    • pmacduff
    • November 19, 2009

24. 1099-R Excess contribution for Roth

    By Guest JOR, January 21, 2008
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 21, 2008

25. 1099-R filed twice

    By Santo Gold, February 1, 2007
    • 0 replies
    • 1.3k views
    • 
    • Santo Gold
    • February 1, 2007

26. 1099-R for Annuity Purchase?

    By BTH, January 19, 2011
    • 3 replies
    • 1.7k views
    • 
    • BTH
    • January 20, 2011

27. 1099-R For Deceased Participant

    By Stash026, January 6, 2014
    • 1 reply
    • 954 views
    • 
    • Flyboyjohn
    • January 6, 2014

28. 1099-R for defaulted DB loan

    By emmetttrudy, January 23, 2014
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • January 23, 2014

29. 1099-R for Excess 402(g) Contributions

    By Guest Lawrence_Groves, March 9, 2004
    • 4 replies
    • 2.2k views
    • 
    • Earl
    • March 9, 2004

30. 1099-R For Missing Participants (Forced Rollover)

    By Stash026, January 15, 2020
    • 4 replies
    • 814 views
    • 
    • JulesInCNY
    • February 12, 2020

31. 1099-R for Prior Year?

    By Guest boberlander, February 27, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 28, 2001

32. 1099-R form for death benefit

    By pmacduff, November 14, 2007
    • 3 replies
    • 3k views
    • 
    • Bird
    • November 15, 2007

33. 1099-R forms for 2013

    By pmacduff, December 20, 2013
    • 3 replies
    • 3.9k views
    • 
    • K2retire
    • December 31, 2013

34. 1099-R forms for loan

    By pmacduff, September 18, 2007
    • 6 replies
    • 3k views
    • 
    • pmacduff
    • September 19, 2007

35. 1099-R help for me too!

    By pmacduff, January 19, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 25, 2009

36. 1099-R Help!

    By ag780, January 17, 2009
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • January 19, 2009

37. 1099-R in name and TIN of deceased instead of beneficiary

    By jane123, February 22, 2005
    • 1 reply
    • 1.3k views
    • 
    • Fredman
    • February 22, 2005

38. 1099-R J&S Distribution Code

    By Guest lvegas, April 19, 2006
    • 1 reply
    • 1.5k views
    • 
    • ERISAnut
    • April 27, 2006

39. 1099-R mega backdoor Roth

    By Santo Gold, February 9, 2024
    • 4 replies
    • 2.7k views
    • 
    • Platinum
    • November 21, 2024

40. 1099-R Processing Tips

    By Guest R Plank, November 10, 2009
    • 4 replies
    • 1.2k views
    • 
    • BG5150
    • November 10, 2009

41. 1099-R question

    By Scuba 401, February 18, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 19, 2003

42. 1099-R Question

    By Lucky32, January 19, 2022
    • 2 replies
    • 964 views
    • 
    • Lucky32
    • January 19, 2022

43. 1099-R Question: What happens if employer pays terminated participant distribution out of business instead of plan?

    By Guest DIGMYDOG, January 21, 2005
    • 13 replies
    • 2.5k views
    • 
    • E as in ERISA
    • January 25, 2005

44. 1099-R questions... (unfortunately not filed)

    By Basically, March 20
    • 3 replies
    • 1.4k views
    • 
    • Paul I
    • March 20

45. 1099-R reporting and withholding on reissued distribution checks

    By JDuns, February 20, 2001
    • 5 replies
    • 3.6k views
    • 
    • Wessex
    • February 27, 2001

46. 1099-R reporting for Excess Deferrals with Losses

    By Vlad401k, January 23, 2015
    • 4 replies
    • 6.5k views
    • 
    • TPApril
    • March 19, 2016

47. 1099-R reporting for loan Rolled over to another plan

    By JButtrick, February 6, 2004
    • 3 replies
    • 1.4k views
    • 
    • JButtrick
    • February 6, 2004

48. 1099-R reporting for rehired employees?

    By AMDG, May 28, 2024
    • 3 replies
    • 597 views
    • 
    • Luke Bailey
    • May 31, 2024

49. 1099-R reporting on QUALIFIED dist from designated Roth account

    By Belgarath, June 24, 2019
    • 2 replies
    • 784 views
    • 
    • Belgarath
    • June 24, 2019

50. 1099-R Requirement (Roth and pre-tax monies)

    By Basically, December 11, 2023
    • 2 replies
    • 753 views
    • 
    • Basically
    • December 12, 2023