Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Excise Tax Penalty End Run?

   By Fred Payne, July 18, 2001
   • 5 replies
   • 1.7k views
   • 
   • Belgarath
   • July 19, 2001

2. electronic filing of 1099-R

   By Belgarath, April 9, 2002
   • 5 replies
   • 1.5k views
   • 
   • Belgarath
   • April 16, 2002

3. Distribution at NRA

   By Guest dott, March 31, 2010
   • 5 replies
   • 1.6k views
   • 
   • david rigby
   • April 1, 2010

4. hardship from roth rollover

   By pmacduff, June 19, 2013
   • 5 replies
   • 1.7k views
   • 
   • Belgarath
   • June 20, 2013

5. Withholding on Distributions to Nonresident Aliens

   By chris, October 21, 1999
   • 5 replies
   • 2.3k views
   • 
   • Guest
   • October 25, 1999

6. Stoppng payroll deduction loan repayment

   By Guest, October 22, 1999
   • 5 replies
   • 1.8k views
   • 
   • MoJo
   • October 26, 1999

7. Purchase of "land" - "Purchase of Primary Residence&quo

   By Guest CJK, April 18, 2001
   • 5 replies
   • 3.8k views
   • 
   • Guest
   • April 25, 2001

8. Death after RBD

   By DTH, June 4, 2004
   • 5 replies
   • 2.3k views
   • 
   • Appleby
   • June 7, 2004

9. Repayment of Loan on Insurance Policy held by Plan

   By JButtrick, May 2, 2016   

   • insurance
   • loan
   • (and 2 more)

     Tagged with:

     • insurance
     • loan
     • repayment
     • default
   • 5 replies
   • 1.3k views
   • 
   • Bird
   • May 3, 2016

10. Adjusted ADP test creates overpaid corrective distributions - what to do?

    By MrsMacias, May 2, 2022
    • 5 replies
    • 671 views
    • 
    • Bri
    • May 13, 2022

11. DB distributes too much to a retiring participant

    By katieinny, January 24, 2008
    • 5 replies
    • 1.4k views
    • 
    • katieinny
    • January 28, 2008

12. Penatly(?) for not cashing out low balances

    By BG5150, May 29, 2014
    • 5 replies
    • 1.1k views
    • 
    • MoJo
    • May 29, 2014

13. Loan Partial Payment vs Bank Loan option

    By Vincent, July 19, 2017
    • 5 replies
    • 2.7k views
    • 
    • Bret Lee
    • June 3, 2024

14. Is it discriminatory to charge higher distribution fee for smaller accounts?

    By jkharvey, October 30, 2018
    • 5 replies
    • 930 views
    • 
    • Larry Starr
    • October 30, 2018

15. Spousal consent for loans--balance question

    By BG5150, August 27, 2024
    • 5 replies
    • 911 views
    • 
    • C. B. Zeller
    • August 29, 2024

16. involuntary distributions

    By Santo Gold, December 23, 2008
    • 5 replies
    • 1.7k views
    • 
    • QDROphile
    • December 31, 2008

17. Eligible Rollover?

    By luissaha, February 13, 2017
    • 5 replies
    • 645 views
    • 
    • Mike Preston
    • February 13, 2017

18. 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

19. Interest on Distributions

    By Guest Star Seeker, October 11, 2002
    • 5 replies
    • 1.5k views
    • 
    • QDROphile
    • October 11, 2002

20. 1099's/with holding not done on distributions.

    By Lori H, September 27, 2004
    • 5 replies
    • 1.3k views
    • 
    • pmacduff
    • September 28, 2004

21. How do you get a refund/credit of a participant's prior year's federal tax withholding?

    By Guest cicday, March 17, 2005
    • 5 replies
    • 1.9k views
    • 
    • Bird
    • March 18, 2005

22. Participant dies before distribution check is deposited

    By AlbanyConsultant, November 19, 2019
    • 5 replies
    • 3.3k views
    • 
    • Luke Bailey
    • November 20, 2019

23. Do you require that a beneficiary designation be ink-on-paper?

    By Peter Gulia, June 20, 2023
    • 5 replies
    • 1.8k views
    • 
    • Peter Gulia
    • June 21, 2023

24. Rollovers of after-tax funds to Roth IRAs

    By Guest PGH.ERISA, April 24, 2008
    • 5 replies
    • 2.2k views
    • 
    • Appleby
    • August 20, 2008

25. Maximum loan limitations

    By Guest MarkN, November 20, 2003
    • 5 replies
    • 1.5k views
    • 
    • WDIK
    • November 25, 2003

26. temporarily laid off

    By TPApril, October 29, 2025
    • 5 replies
    • 1.5k views
    • 
    • Artie M
    • October 30, 2025

27. Maximum loan availability

    By Guest susa, March 4, 2003
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • March 5, 2003

28. Rolling Money INTO a Roth IRA

    By BG5150, March 8, 2010
    • 5 replies
    • 1k views
    • 
    • GMK
    • March 9, 2010

29. Advice on handling a distribution via Power of Attorney

    By Santo Gold, May 20, 2025
    • 5 replies
    • 1.9k views
    • 
    • Peter Gulia
    • May 22, 2025

30. John Hancock distributions

    By Bird, April 17, 2006
    • 5 replies
    • 2.4k views
    • 
    • Ron Snyder
    • April 18, 2006

31. Participant Loans on Plan Merger

    By MoShawn, February 5, 2010
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • February 5, 2010

32. beneficiaries don't want the benefit

    By Santo Gold, August 23, 2010
    • 5 replies
    • 2.3k views
    • 
    • lvena
    • August 26, 2010

33. Distribution from IRA as a result of a divorce

    By Guest pete30075, December 3, 2004
    • 5 replies
    • 1.8k views
    • 
    • mbozek
    • December 6, 2004

34. Missed RMD...

    By K-t-F, January 10, 2007
    • 5 replies
    • 2.2k views
    • 
    • Belgarath
    • February 8, 2007

35. RMD started with no election, can method now change?

    By John A, December 2, 1999
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • December 3, 1999

36. Spouse as beneficiary--5 year rule

    By jkharvey, March 27, 2012
    • 5 replies
    • 2.7k views
    • 
    • QDROphile
    • March 27, 2012

37. Distribution in error - refund of FIT withheld?

    By t.haley, March 3, 2022
    • 5 replies
    • 936 views
    • 
    • Luke Bailey
    • March 18, 2022

38. State withholding

    By SMB, May 17, 2006
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • June 7, 2006

39. IRS Phone forum

    By John Feldt ERPA CPC QPA, September 15, 2011
    • 5 replies
    • 2.7k views
    • 
    • ESOP Guy
    • September 16, 2011

40. Excess/Defaulted Loan

    By mming, March 4, 2022
    • 5 replies
    • 1.3k views
    • 
    • mming
    • May 19, 2022

41. Participant loan defaulted, but participant never told to cure

    By Guest TaxedToDeath, August 1, 2012
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • August 2, 2012

42. Annual Valuation Only Profit Sharing Plan - Mid-year distributions

    By CintiTwo, September 19, 2017   

    • profit sharing
    • escrow distributions
    • (and 1 more)

      Tagged with:

      • profit sharing
      • escrow distributions
      • annual valuation
    • 5 replies
    • 1.7k views
    • 
    • CintiTwo
    • September 21, 2017

43. distribution used wrong val date

    By Guest hershey, August 29, 2001
    • 5 replies
    • 1.6k views
    • 
    • RCK
    • August 31, 2001

44. 1099R with no Social Security number

    By Guest Judy S, January 18, 2005
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • January 20, 2005

45. Over 70 and a half, still working, wants a full dis'tn from account

    By Guest Iwonder, March 2, 2007
    • 5 replies
    • 1.7k views
    • 
    • Belgarath
    • March 6, 2007

46. Terminated EEs and Self-directed Accounts

    By Guest BarryK, July 22, 2004
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • July 26, 2004

47. Terminated Participant - Loan extended due to COVID

    By Vlad401k, April 17, 2020
    • 5 replies
    • 1.7k views
    • 
    • Luke Bailey
    • April 17, 2020

48. Rollover Dist: Non-Roth to Roth

    By Basically, March 4, 2024
    • 5 replies
    • 696 views
    • 
    • Basically
    • March 6, 2024

49. Spousal Consents

    By Guest Steve C., June 28, 2001
    • 5 replies
    • 2.1k views
    • 
    • QDROphile
    • July 7, 2001

50. Can a loan be rolled over?

    By K-t-F, June 18, 2012
    • 5 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • June 18, 2012