Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Fix missed loan payments when no paycheck

   By M Norton, January 12, 2022   

   • missed loan payments
   • 17 replies
   • 1.9k views
   • 
   • FrankGlemstone
   • January 28, 2022

2. RMD or No RMD?

   By Lou S., March 25, 2015
   • 5 replies
   • 1.9k views
   • 
   • Mike Preston
   • March 25, 2015

3. Stale Distribution Check

   By TPA2015, September 8, 2017   

   • stale
   • check
   • 8 replies
   • 1.9k views
   • 
   • Luke Bailey
   • September 13, 2017

4. in-plan Roth conversion and 1099R

   By Guest Jennyb473, January 27, 2011
   • 1 reply
   • 1.9k views
   • 
   • masteff
   • January 27, 2011

5. Cash / IRA option in Forced Distributions under $1,000

   By JButtrick, July 19, 2005
   • 2 replies
   • 1.9k views
   • 
   • No Name
   • July 19, 2005

6. Reporting Hardship Distribution on 1099-R after 12/31/99

   By Guest ralar, October 28, 1999
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • October 28, 1999

7. Corrective Distribution (Traditional and Roth Sources)

   By Vlad401k, April 16, 2019
   • 7 replies
   • 1.9k views
   • 
   • Luke Bailey
   • April 22, 2019

8. After-Tax Basis

   By Guest Sehrl, June 25, 2002
   • 4 replies
   • 1.9k views
   • 
   • Guest
   • June 25, 2002

9. Minimum Required Distribution from IRA OK if Plan terminates?

   By Lynn Campbell, April 8, 1999
   • 3 replies
   • 1.9k views
   • 
   • Dave Baker
   • April 9, 1999

10. When does the distribution occur for 1099-R and withholding purposes when you interplead a benefit?

    By Luke Bailey, December 6, 2022
    • 13 replies
    • 1.9k views
    • 
    • Luke Bailey
    • December 9, 2022

11. Required Minimum Distribution (SBJPA transition) issue.

    By Guest tgk, January 4, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • January 4, 2001

12. Loan for non participant from their rollover?

    By CJS07, April 22, 2008
    • 3 replies
    • 1.9k views
    • 
    • masteff
    • April 22, 2008

13. Distribution and Valuation of Promissory Note

    By Randy Watson, August 25, 2010
    • 2 replies
    • 1.9k views
    • 
    • Randy Watson
    • August 30, 2010

14. RMD - 402f notice not needed?

    By AlbanyConsultant, May 31, 2021
    • 11 replies
    • 1.9k views
    • 
    • Peter Gulia
    • June 2, 2021

15. Spousal consent - incompetent spouse

    By Guest ladler, March 11, 2004
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 11, 2004

16. Limit on Elective Deferrals in Year Following Hardship

    By Guest Phil Germani, November 29, 2005
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 30, 2005

17. Changing 1099-r distribution code?

    By Guest bmurphy, October 15, 2002
    • 1 reply
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • October 15, 2002

18. $200 withholding rule

    By BG5150, December 17, 2010
    • 3 replies
    • 1.9k views
    • 
    • GMK
    • December 17, 2010

19. Defaulted loans

    By Guest Dumb Maxie, November 20, 2002
    • 1 reply
    • 1.9k views
    • 
    • lkpittman
    • November 21, 2002

20. Direct distribution changed to rollover

    By jpdrews, September 26, 2016
    • 19 replies
    • 1.9k views
    • 
    • jpdrews
    • September 28, 2016

21. Hardship Withdrawals after Termination

    By Guest KAGrist, November 7, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • November 7, 2001

22. RMDs from Defined Benefit Plans

    By Guest wolfman, December 18, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • December 19, 2001

23. 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

24. Distributions from Orphan/Abandoned Plans

    By Medusa, November 12, 2003
    • 4 replies
    • 1.9k views
    • 
    • FundeK
    • November 13, 2003

25. Can the beneficiary (the spouse) get Net Unrealized Appreciation tax t

    By Guest jason, December 1, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • December 1, 1999

26. CARES Act - Coronavirus distribution allowable from Money Purchase plan?

    By Belgarath, March 31, 2020
    • 7 replies
    • 1.9k views
    • 
    • Peter Gulia
    • December 29, 2020

27. distributions of life insurance

    By Fred Payne, July 2, 2001
    • 9 replies
    • 1.9k views
    • 
    • Guest
    • July 10, 2001

28. 1099's when sponsor no longer exists?

    By david rigby, May 11, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 11, 1999

29. Divorce Distribution - Timing and QDRO

    By Basically, November 14, 2022
    • 12 replies
    • 1.9k views
    • 
    • Basically
    • November 18, 2022

30. Forfeitures to reduce employer non-elective contribution

    By MarZDoates, September 27, 2004
    • 1 reply
    • 1.9k views
    • 
    • KJohnson
    • September 27, 2004

31. Employee Contributions in DB Plan & Immediate Annuity < ERD

    By Guest SuzieQNEC, November 18, 2008
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • December 3, 2008

32. Ten Year Forward Averaging

    By chris, July 30, 2001
    • 0 replies
    • 1.9k views
    • 
    • chris
    • July 30, 2001

33. state income tax withholding

    By Guest Mike Kimball, April 16, 1999
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • April 24, 1999

34. Small minimum distribution amount

    By Guest, December 28, 2000
    • 1 reply
    • 1.9k views
    • 
    • John A
    • December 28, 2000

35. Going from co. to co. in a controlled group

    By AlbanyConsultant, March 17, 2006
    • 2 replies
    • 1.9k views
    • 
    • Locust
    • March 17, 2006

36. Hardship Withdrawal for Overdue Student Loan Repayments?

    By EPCRSGuru, August 26, 2024
    • 8 replies
    • 1.9k views
    • 
    • Peter Gulia
    • August 27, 2024

37. Can last year's distributions count towards 1st RMD?

    By Guest Jensen, March 30, 2007
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • April 2, 2007

38. Time limit for paying out requested distribution

    By TPApril, February 27, 2020
    • 15 replies
    • 1.9k views
    • 
    • BG5150
    • March 5, 2020

39. Withholding more than 20% from a distribution?

    By AlbanyConsultant, February 7, 2005
    • 5 replies
    • 1.9k views
    • 
    • AlbanyConsultant
    • February 14, 2005

40. Can a participant in a plan that only allows one loan do a refinance?

    By FundeK, November 6, 2003
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • November 7, 2003

41. Pension Distribution Withholding - State Level

    By pmacduff, December 4, 2002
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • December 4, 2002

42. Might a turnover to a State’s abandoned-property administration be useful for an amount that is not rollover-eligible?

    By Peter Gulia, January 31, 2025
    • 4 replies
    • 1.9k views
    • 
    • Peter Gulia
    • February 7, 2025

43. QDRO - investment earnings

    By JKW, July 14, 2015
    • 12 replies
    • 1.9k views
    • 
    • mbozek
    • July 14, 2015

44. Redeposit of Stale Checks

    By TBob, May 22, 2007
    • 1 reply
    • 1.9k views
    • 
    • JanetM
    • May 23, 2007

45. Spousal Consent in the Time of Social Distancing

    By EPCRSGuru, March 25, 2020
    • 7 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • May 20, 2020

46. Hardship withdrawal from "frozen" account

    By Guest IPound, June 2, 2000
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 2, 2000

47. Prevailing Wage Plan

    By oldman63, August 10, 2018
    • 4 replies
    • 1.9k views
    • 
    • Larry Starr
    • August 10, 2018

48. Distribution from IRA as a result of a divorce

    By Guest pete30075, December 3, 2004
    • 5 replies
    • 1.9k views
    • 
    • mbozek
    • December 6, 2004

49. EGTRRA cash out rules

    By Guest Katharine Jungkind, September 6, 2001
    • 1 reply
    • 1.9k views
    • 
    • Bob R
    • September 17, 2001

50. Partial Plan Termination

    By khn, September 25, 2019
    • 8 replies
    • 1.9k views
    • 
    • Larry Starr
    • September 25, 2019