Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Distribution check not cashed - 1099R issued?

   By Guest apsgrazetti, January 26, 2010
   • 6 replies
   • 2.8k views
   • 
   • Guest
   • January 27, 2010

2. Distribution checks never cashed but 1099-R issued in 2001; reissued in 2002 when participants found; taxable to participant in 2001?

   By Guest ircreader, September 3, 2003
   • 6 replies
   • 9.3k views
   • 
   • Guest
   • September 29, 2003

3. Distribution Code - Death payout that was donated?

   By Guest h_nowicki, January 25, 2005
   • 0 replies
   • 968 views
   • 
   • Guest
   • January 25, 2005

4. Distribution Code 2 - reported on 1099-R

   By Jilliandiz, April 9, 2004
   • 1 reply
   • 16.7k views
   • 
   • WDIK
   • April 9, 2004

5. Distribution code between 55 & 59 1/2

   By doombuggy, December 2, 2009
   • 2 replies
   • 948 views
   • 
   • Guest
   • December 2, 2009

6. Distribution Code Chart

   By Guest Netminder, March 18, 2005
   • 2 replies
   • 1.2k views
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   • Guest
   • March 18, 2005

7. Distribution code for COVID related distributions

   By Suellen Howard, August 13, 2020
   • 2 replies
   • 5k views
   • 
   • RatherBeGolfing
   • August 15, 2020

8. Distribution Code for Exceeding 415 Limit

   By Vlad401k, March 15, 2021
   • 0 replies
   • 389 views
   • 
   • Vlad401k
   • March 15, 2021

9. Distribution Code for Excess Roth Contributions after April 15

   By Vlad401k, November 13, 2020
   • 1 reply
   • 471 views
   • 
   • Luke Bailey
   • November 18, 2020

10. Distribution code for loan default

    By Bird, January 13, 2005
    • 3 replies
    • 2.9k views
    • 
    • Bird
    • January 19, 2005

11. Distribution Code for over 59 1/2 Deem Distribution

    By Guest beccafaith, October 6, 2005
    • 9 replies
    • 3.3k views
    • 
    • Bird
    • October 18, 2005

12. Distribution Code for Roth Conversion with Tax Withholding

    By Vlad401k, December 24, 2014
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • January 5, 2015

13. distribution code L1

    By Guest ngresham, September 27, 2000
    • 1 reply
    • 9.1k views
    • 
    • Michael Devault
    • September 28, 2000

14. Distribution codes for QBAD's, Terminal illness, PLESA's, Domestic Abuse, etc.

    By Belgarath, March 5, 2024
    • 2 replies
    • 865 views
    • 
    • Belgarath
    • March 7, 2024

15. Distribution dates

    By Guest dhall, February 24, 2009
    • 9 replies
    • 5.5k views
    • 
    • Below Ground
    • February 26, 2009

16. Distribution Debacle

    By doombuggy, January 19, 2011
    • 0 replies
    • 978 views
    • 
    • doombuggy
    • January 19, 2011

17. Distribution Didn't Happen - probably an easy answer

    By RestAssured, March 28, 2024
    • 6 replies
    • 939 views
    • 
    • RestAssured
    • April 22, 2024

18. Distribution Dilemma

    By bzorc, June 3, 2022
    • 9 replies
    • 1k views
    • 
    • Luke Bailey
    • June 3, 2022

19. Distribution Election Forms

    By Guest Jennyb473, May 28, 2009
    • 8 replies
    • 7.3k views
    • 
    • Guest
    • May 13, 2013

20. Distribution election forms for 401(k) & 403(b) plans

    By Guest dani_o, August 13, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 13, 2001

21. Distribution elections over the phone?

    By The 401k Whisperer, December 14, 2022
    • 6 replies
    • 1k views
    • 
    • The 401k Whisperer
    • December 19, 2022

22. Distribution Fee Charged to Participant

    By nancy, March 7, 2008
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 10, 2008

23. Distribution Fee Paid by Participant?

    By emmetttrudy, September 21, 2009
    • 1 reply
    • 1.8k views
    • 
    • PensionPro
    • September 21, 2009

24. Distribution Fees

    By Guest Bill Schulze, June 9, 1999
    • 2 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • June 11, 1999

25. Distribution Fees

    By Guest gpg, September 20, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • September 21, 1999

26. Distribution Fees

    By Medusa, March 6, 2009
    • 0 replies
    • 965 views
    • 
    • Medusa
    • March 6, 2009

27. Distribution Fees

    By Guest lvisco, May 5, 2011
    • 1 reply
    • 923 views
    • 
    • GMK
    • May 5, 2011

28. distribution fees

    By Guest tlc@cra, September 22, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 22, 2005

29. distribution fees

    By pmacduff, September 26, 2006
    • 3 replies
    • 1.5k views
    • 
    • Leopurrd
    • September 29, 2006

30. Distribution Fees and Residual Distributions

    By Guest CindyB, April 6, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 6, 2006

31. Distribution Fees Charged to Participant?

    By emmetttrudy, May 31, 2012
    • 3 replies
    • 1.7k views
    • 
    • 00hskrgrl
    • May 31, 2012

32. Distribution fees paid by participants

    By ljr, January 23, 2004
    • 0 replies
    • 1.1k views
    • 
    • ljr
    • January 23, 2004

33. distribution for employee receiving severence pay

    By pmacduff, January 23, 2012
    • 3 replies
    • 1.1k views
    • 
    • pmacduff
    • January 24, 2012

34. Distribution for Fill-In Employee

    By DP, April 1, 2016
    • 2 replies
    • 889 views
    • 
    • Bill Presson
    • April 1, 2016

35. Distribution Form Requirements

    By MoJo, September 7, 2012
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • September 7, 2012

36. Distribution Forms

    By Guest NPS Darren, May 11, 2011
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • May 13, 2011

37. Distribution from a DB following attainment of NRA (as defined in the Plan) but while still employed

    By smm, November 8, 2004
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • November 8, 2004

38. Distribution from a Defined Benefit Plan with insurance

    By Guest fresno, May 18, 2006
    • 12 replies
    • 3.1k views
    • 
    • Belgarath
    • May 22, 2006

39. Distribution from corporate checking account

    By Guest persie, December 16, 2008
    • 7 replies
    • 1.9k views
    • 
    • BG5150
    • December 17, 2008

40. Distribution from DB

    By Randy Watson, May 3, 2006
    • 5 replies
    • 1.5k views
    • 
    • Randy Watson
    • May 24, 2006

41. Distribution from DC Plan Prior to Payout Date

    By Guest LCOLLINS, June 12, 2006
    • 0 replies
    • 963 views
    • 
    • Guest
    • June 12, 2006

42. Distribution from Defined Benefit plan - rollover to Roth account in governmental 457(b) Plan?

    By Belgarath, March 2, 2022
    • 4 replies
    • 656 views
    • 
    • Belgarath
    • March 2, 2022

43. Distribution from IRA

    By Guest cjsanders, August 16, 2001
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • August 16, 2001

44. Distribution from IRA as a result of a divorce

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

45. Distribution From Multiemployer plan

    By RCK, July 28, 2006
    • 4 replies
    • 2.1k views
    • 
    • RTK
    • August 3, 2006

46. distribution from related employer

    By Golgi, April 5, 2011
    • 1 reply
    • 927 views
    • 
    • QDROphile
    • April 5, 2011

47. Distribution From Terminated Plan

    By pgold, November 15, 2019
    • 3 replies
    • 661 views
    • 
    • TPA for Sale or Merge
    • November 19, 2019

48. Distribution from US Plan to Former Participant who is now a Canadian

    By Guest ANNEBV, November 15, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 15, 2002

49. Distribution Hierarchy for Designated Roth Withdraws?

    By JOH, January 27, 2021
    • 2 replies
    • 1.2k views
    • 
    • JOH
    • February 8, 2021

50. Distribution in a pooled plan

    By pixmax, June 12, 2013
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • June 13, 2013