Distributions and Loans, Other than QDROs

4,180 topics in this forum

1. Additional distributions - election forms?

   By t.haley, April 7, 2014
   • 0 replies
   • 755 views
   • 
   • t.haley
   • April 7, 2014

2. Form 1099-R for In Plan Roth Transfer

   By TPA Bob, March 31, 2014   

   • 1099-R In Plan Roth Transfer
   • 2 replies
   • 2.6k views
   • 
   • TPA Bob
   • March 31, 2014

3. Defaulted Loan

   By bzorc, March 29, 2014
   • 1 reply
   • 1k views
   • 
   • Jim Chad
   • March 31, 2014

4. first RMD TAX YEAR????

   By Lori H, March 27, 2014
   • 1 reply
   • 1.1k views
   • 
   • Belgarath
   • March 27, 2014

5. When is a loan considered "repaid"?

   By Lori H, March 19, 2014
   • 5 replies
   • 1.2k views
   • 
   • BG5150
   • March 20, 2014

6. Worker's comepnsation & loan suspension

   By R. Butler, March 19, 2014
   • 0 replies
   • 769 views
   • 
   • R. Butler
   • March 19, 2014

7. Distributable Event?

   By mgcpension, March 18, 2014   

   • distribution
   • 401k
   • (and 1 more)

     Tagged with:

     • distribution
     • 401k
     • disability
   • 4 replies
   • 4.1k views
   • 
   • BG5150
   • March 19, 2014

8. 242(b) election and RMD

   By thepensionmaven, March 16, 2014   

   • RMD with 242(b)
   • 2 replies
   • 1.4k views
   • 
   • My 2 cents
   • March 17, 2014

9. RMD and receivable

   By cdavis25, March 7, 2014
   • 2 replies
   • 2.8k views
   • 
   • cdavis25
   • March 7, 2014

10. Home Loan Refinance

    By BTH, March 4, 2014
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • March 5, 2014

11. RMD in terminated DB

    By Lou S., February 20, 2014
    • 0 replies
    • 1k views
    • 
    • Lou S.
    • February 20, 2014

12. Late RMD

    By doombuggy, February 7, 2014
    • 10 replies
    • 2.3k views
    • 
    • Belgarath
    • February 18, 2014

13. RMD v In-Service Non-Owner

    By Lou S., February 12, 2014
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • February 12, 2014

14. withholding disaster

    By K2retire, January 23, 2014
    • 3 replies
    • 1.3k views
    • 
    • K2retire
    • February 12, 2014

15. Proof for restricted loans???

    By heygents, February 12, 2014
    • 1 reply
    • 890 views
    • 
    • masteff
    • February 12, 2014

16. Distribution Tax Withholding/1099-Rs

    By sam2012, February 7, 2014   

    • 1099-Rs
    • state tax withhodling
    • 0 replies
    • 1.2k views
    • 
    • sam2012
    • February 7, 2014

17. Loan amortized incorrectly

    By JKW, February 3, 2014
    • 1 reply
    • 1k views
    • 
    • masteff
    • February 4, 2014

18. RMD Question

    By Mr401k, January 29, 2014
    • 10 replies
    • 1.7k views
    • 
    • Mr401k
    • February 4, 2014

19. RMD/1099-R Reporting

    By Doghouse, January 29, 2014   

    • RMD
    • 1099-R
    • (and 1 more)

      Tagged with:

      • RMD
      • 1099-R
      • 1099
    • 8 replies
    • 8.9k views
    • 
    • My 2 cents
    • January 30, 2014

20. Installment Payments Over 10 Years

    By DTH, January 28, 2014
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • January 28, 2014

21. 1099-R code for cash distribution, age 56

    By emmetttrudy, January 27, 2014
    • 4 replies
    • 2.7k views
    • 
    • My 2 cents
    • January 27, 2014

22. 1099-R for defaulted DB loan

    By emmetttrudy, January 23, 2014
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • January 23, 2014

23. 1099-R coding for Rollover

    By Guest perplexedbypensions, January 22, 2014
    • 3 replies
    • 1.3k views
    • 
    • My 2 cents
    • January 23, 2014

24. 60 day rollover to originating qualified plan

    By Golgi, January 20, 2014
    • 4 replies
    • 1.7k views
    • 
    • K2retire
    • January 20, 2014

25. 1099R code for qualified roth distribution

    By Rai401k, January 14, 2014
    • 2 replies
    • 1.3k views
    • 
    • Rai401k
    • January 16, 2014

26. Does a defaulted loan still count as a loan?

    By AlbanyConsultant, January 14, 2014
    • 5 replies
    • 1.3k views
    • 
    • AlbanyConsultant
    • January 14, 2014

27. 1099r - roth conversion

    By Beemer, January 13, 2014   

    • 1099r roth
    • 3 replies
    • 1.3k views
    • 
    • Beemer
    • January 13, 2014

28. Roth hardship

    By cdavis25, January 8, 2014
    • 2 replies
    • 1.7k views
    • 
    • cdavis25
    • January 8, 2014

29. RMD first year

    By ombskid, January 7, 2014
    • 4 replies
    • 1.2k views
    • 
    • masteff
    • January 7, 2014

30. Participant Loan Upon Plan Termination

    By Randy Watson, April 20, 2006
    • 10 replies
    • 3.6k views
    • 
    • masteff
    • January 7, 2014

31. 1099-R For Deceased Participant

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

32. 1099-R forms for 2013

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

33. RMD - Definition of "Retirement" (Lawyer Changes Firms due to Mandatory "Retirement" Policy)

    By Yesrod5, December 28, 2013
    • 11 replies
    • 4.8k views
    • 
    • Yesrod5
    • December 30, 2013

34. DB, New Plan, RMD

    By Lou S., December 20, 2013
    • 3 replies
    • 1.5k views
    • 
    • Kevin C
    • December 27, 2013

35. RMD for lost participant

    By cdavis25, December 23, 2013
    • 4 replies
    • 1.4k views
    • 
    • cdavis25
    • December 24, 2013

36. Which Tax Year for 1099-R reporting

    By Guest Dee401kLady, December 17, 2013   

    • 1099-R
    • taxes
    • (and 3 more)

      Tagged with:

      • 1099-R
      • taxes
      • reporting
      • tax
      • government reporting
    • 7 replies
    • 5.4k views
    • 
    • masteff
    • December 19, 2013

37. 1099-R Requirements for Life Insurance Proceeds

    By Flyboyjohn, December 16, 2013
    • 2 replies
    • 3.2k views
    • 
    • Belgarath
    • December 17, 2013

38. 242(b) election

    By NQS, December 6, 2013
    • 3 replies
    • 4k views
    • 
    • NQS
    • December 11, 2013

39. Beneficiary Rollover

    By DTH, December 10, 2013
    • 1 reply
    • 964 views
    • 
    • ETA Consulting LLC
    • December 11, 2013

40. hardship eligible --

    By Guest SoftballQueen, December 9, 2013
    • 5 replies
    • 1.3k views
    • 
    • GMK
    • December 10, 2013

41. Small Death Benefit

    By Below Ground, August 28, 2013   

    • How to pay?
    • 23 replies
    • 4.1k views
    • 
    • masteff
    • December 10, 2013

42. RMD and Life Insurance Investment

    By RPP2001, December 9, 2013
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • December 9, 2013

43. MRD or not?

    By cheersmate, December 7, 2013
    • 3 replies
    • 1.3k views
    • 
    • GMK
    • December 9, 2013

44. Loan Repayment - Commission Employee

    By 52626, December 5, 2013
    • 2 replies
    • 1.1k views
    • 
    • BG5150
    • December 5, 2013

45. distribution to individual with no social security number

    By Santo Gold, December 4, 2013
    • 2 replies
    • 1.5k views
    • 
    • Peter Gulia
    • December 5, 2013

46. loan repayments must be quarterly

    By Rai401k, November 27, 2013
    • 3 replies
    • 1.5k views
    • 
    • BG5150
    • November 27, 2013

47. RMD - Partial Distribution?

    By emmetttrudy, November 20, 2013
    • 7 replies
    • 2.3k views
    • 
    • GMK
    • November 21, 2013

48. RMD Issue When a Participant Age 75 Rolls Over Entire Account and Later in Year Retires.

    By DTH, November 19, 2013
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • November 19, 2013

49. Correcting Loan Mistake

    By Rai401k, November 15, 2013
    • 6 replies
    • 1.6k views
    • 
    • Rai401k
    • November 15, 2013

50. Premature distribution exception - separation after age 55

    By Belgarath, November 12, 2013
    • 9 replies
    • 4k views
    • 
    • Kevin C
    • November 13, 2013