Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Correcting an incorrect 1099-R?

   By John A, August 14, 2001
   • 1 reply
   • 8k views
   • 
   • Theresa Lynn
   • August 15, 2001

2. Incarcerated Beneficiary - Help!

   By Guest cdevald, October 20, 1999
   • 4 replies
   • 8k views
   • 
   • Bruce Steiner
   • October 25, 1999

3. RMD and Defaulted Loan

   By Rob P, June 21, 2013
   • 10 replies
   • 7.9k views
   • 
   • Rob P
   • June 24, 2013

4. Penalty(?) for sending out a 1099-R late?

   By BG5150, January 30, 2009
   • 1 reply
   • 7.7k views
   • 
   • david rigby
   • January 30, 2009

5. Loan defaults still treated as asset on balance sheet?

   By Fielding Mellish, July 29, 2010
   • 6 replies
   • 7.6k views
   • 
   • Belgarath
   • August 4, 2010

6. "failed" direct rollover - obligations of plan?

   By msimpson, April 5, 2010
   • 41 replies
   • 7.6k views
   • 
   • BG5150
   • April 26, 2021

7. Distribution Election Forms

   By Guest Jennyb473, May 28, 2009
   • 8 replies
   • 7.5k views
   • 
   • Guest
   • May 13, 2013

8. RMD or MRD?

   By joel, October 30, 2001
   • 4 replies
   • 7.5k views
   • 
   • jevd
   • April 4, 2003

9. Florida "stamp tax" for loans(?)

   By BG5150, July 19, 2017
   • 22 replies
   • 7.4k views
   • 
   • K2retire
   • May 17, 2018

10. deceased participant questions

    By Santo Gold, August 7, 2012
    • 18 replies
    • 7.2k views
    • 
    • Anonymoose
    • December 3, 2012

11. Exception to early w/d penalty

    By Disco Stu, January 12, 2001
    • 8 replies
    • 7.2k views
    • 
    • Ellie Lowder
    • July 18, 2020

12. Late 1099-R

    By kevind2010, March 15, 2012
    • 7 replies
    • 7.2k views
    • 
    • Bird
    • March 11, 2013

13. Distribution to Minor Beneficiary and Fiduciary Obligation to Minor

    By Guest EE Bene, September 16, 2011
    • 3 replies
    • 7.2k views
    • 
    • Guest
    • December 11, 2012

14. Lost Distribution Check - Rollover Options

    By Guest JAHman, March 7, 2005
    • 4 replies
    • 7.1k views
    • 
    • QDROphile
    • March 8, 2005

15. Fraudulent Distribution

    By RCK, April 15, 2010
    • 22 replies
    • 7.1k views
    • 
    • MoJo
    • June 20, 2012

16. In-Service Withdrawal Following Max Loan

    By kevind2010, May 1, 2013
    • 20 replies
    • 7.1k views
    • 
    • Guest
    • September 15, 2014

17. One-Year Marriage Rule

    By Guest wolfman, October 16, 2001
    • 4 replies
    • 7k views
    • 
    • jpod
    • October 17, 2001

18. RMD requirements for a rehire

    By Guest LHaskell, September 27, 2011
    • 5 replies
    • 7k views
    • 
    • Guest
    • October 10, 2014

19. QJSA waiver required every year on RMD?

    By John A, November 19, 2001
    • 4 replies
    • 6.9k views
    • 
    • John A
    • November 20, 2001

20. Late Form 945 penalty?

    By Guest The Pension Kid, February 16, 2006
    • 2 replies
    • 6.8k views
    • 
    • Bird
    • February 16, 2006

21. 1099-R reporting for Excess Deferrals with Losses

    By Vlad401k, January 23, 2015
    • 4 replies
    • 6.7k views
    • 
    • TPApril
    • March 19, 2016

22. Plan loans and payroll deductions

    By R. Butler, June 4, 2001
    • 18 replies
    • 6.7k views
    • 
    • MoJo
    • June 20, 2001

23. Advice needed for dealing with 401k provider that keeps denying hardship withdrawal for home purchase after submitting all required docs

    By Nuggetjr, September 18, 2019
    • 17 replies
    • 6.7k views
    • 
    • Luke Bailey
    • October 3, 2019

24. 401K loan in default & 1099-R Received

    By Tijuana, May 1, 2018
    • 18 replies
    • 6.7k views
    • 
    • Bird
    • June 18, 2018

25. Separate EIN for plan required for distributions?

    By steve-o, January 14, 2010
    • 7 replies
    • 6.6k views
    • 
    • mwyatt
    • January 30, 2010

26. Distribution of Trailing Contributions

    By Guest Luci, September 10, 1999
    • 1 reply
    • 6.5k views
    • 
    • Guest
    • September 10, 1999

27. Qualification Letter - what is it, how to get one

    By justanotheradmin, May 22, 2023
    • 10 replies
    • 6.5k views
    • 
    • Roycal
    • May 24, 2023

28. Request for Determination Letter for a Qualified Plan rollover into

    By Guest ubpMR, May 6, 2002
    • 9 replies
    • 6.4k views
    • 
    • RCK
    • May 10, 2002

29. early withdrawal of 401k to buy house

    By Guest denny7, December 21, 2004
    • 4 replies
    • 6.4k views
    • 
    • Mary Kay Foss
    • January 3, 2005

30. RMD Retired 12/31/13

    By Just Me, November 12, 2014
    • 28 replies
    • 6.4k views
    • 
    • david rigby
    • March 1, 2019

31. How to do RMD Account Value Calculation when Account Includes Participant Loan?

    By The 402"(G)", March 29, 2017
    • 24 replies
    • 6.4k views
    • 
    • K2
    • April 4, 2017

32. 1099 Code for Pre Tax Deferral Rolled to Roth IRA

    By BeanCounterBlues, January 13, 2009
    • 3 replies
    • 6.3k views
    • 
    • WDIK
    • January 13, 2009

33. What does the IRs require for waiver of the excise tax on Form 5329 fo

    By Guest John Grahovac, January 9, 2001
    • 5 replies
    • 6.3k views
    • 
    • smm
    • January 18, 2001

34. part. wants to default on loan

    By Lori H, August 4, 2008
    • 25 replies
    • 6.3k views
    • 
    • Guest
    • August 7, 2008

35. Deposit of Federal Tax Withholding From Participant Distribution

    By 415 Limit, May 17, 2010
    • 24 replies
    • 6.2k views
    • 
    • Bird
    • February 1, 2011

36. vesting and death benefit

    By pmacduff, December 2, 2014
    • 12 replies
    • 6.2k views
    • 
    • jpod
    • December 4, 2014

37. No spousal consent in PS/401(k) Plans...

    By AlbanyConsultant, May 25, 2006
    • 9 replies
    • 6.1k views
    • 
    • SMB
    • May 25, 2006

38. cashout of distribution less than $200

    By AKconsult, October 15, 2008
    • 6 replies
    • 6.1k views
    • 
    • J Simmons
    • October 16, 2008

39. late loan repayments en masse

    By Santo Gold, October 2, 2008
    • 21 replies
    • 6.1k views
    • 
    • Kimberly S
    • October 7, 2008

40. 401k Loan Default then Repayment

    By Guest jhannifan, July 20, 2001
    • 4 replies
    • 6k views
    • 
    • Jilliandiz
    • March 27, 2002

41. 5500 reporting of defaulted loan deemed destributions

    By Guest Destruo, December 21, 1999
    • 2 replies
    • 6k views
    • 
    • Guest
    • January 4, 2000

42. Why can't my client get his money right away from his former employer's defined benefit plan?

    By Guest pah, July 16, 2003
    • 4 replies
    • 6k views
    • 
    • david rigby
    • September 26, 2003

43. Non-spousal direct payment tax withholding?

    By pmacduff, July 29, 2008
    • 20 replies
    • 6k views
    • 
    • msimpson
    • November 17, 2009

44. Death Benefits & REA & Terminated Vested participants

    By Guest crosseyetester, June 26, 2007
    • 2 replies
    • 5.9k views
    • 
    • david rigby
    • June 27, 2007

45. 401K Loan Default

    By bpowell, October 2, 2017
    • 12 replies
    • 5.9k views
    • 
    • TPAJake
    • October 18, 2017

46. Cure period applicable to 5 year max loan?

    By Guest NoraLenderB, August 21, 2012
    • 13 replies
    • 5.8k views
    • 
    • QDROphile
    • September 11, 2012

47. Does Traditional IRA Rollover into 401k plan require Form 5498?

    By legort69, August 5, 2005
    • 1 reply
    • 5.8k views
    • 
    • Guest
    • August 5, 2005

48. hardship and resumption of contributions

    By pmacduff, June 3, 2008
    • 10 replies
    • 5.8k views
    • 
    • Guest
    • January 26, 2009

49. Florida Documentary Stamp Tax

    By Guest Yatahay, April 19, 2005
    • 12 replies
    • 5.7k views
    • 
    • justanotheradmin
    • January 26, 2018

50. Deemed Distribution vs. Loan Offset Amount

    By Guest cease, July 21, 2003
    • 3 replies
    • 5.7k views
    • 
    • Guest
    • July 23, 2003