Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Late RMD

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

2. RMD v In-Service Non-Owner

   By Lou S., February 12, 2014
   • 3 replies
   • 1.5k views
   • 
   • masteff
   • February 12, 2014

3. withholding disaster

   By K2retire, January 23, 2014
   • 3 replies
   • 1.2k views
   • 
   • K2retire
   • February 12, 2014

4. Proof for restricted loans???

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

5. Distribution Tax Withholding/1099-Rs

   By sam2012, February 7, 2014   

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

6. Loan amortized incorrectly

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

7. RMD Question

   By Mr401k, January 29, 2014
   • 10 replies
   • 1.6k views
   • 
   • Mr401k
   • February 4, 2014

8. RMD/1099-R Reporting

   By Doghouse, January 29, 2014   

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

     Tagged with:

     • RMD
     • 1099-R
     • 1099
   • 8 replies
   • 8.2k views
   • 
   • My 2 cents
   • January 30, 2014

9. Installment Payments Over 10 Years

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

10. 1099-R code for cash distribution, age 56

    By emmetttrudy, January 27, 2014
    • 4 replies
    • 2.5k views
    • 
    • My 2 cents
    • January 27, 2014

11. 1099-R for defaulted DB loan

    By emmetttrudy, January 23, 2014
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • January 23, 2014

12. 1099-R coding for Rollover

    By Guest perplexedbypensions, January 22, 2014
    • 3 replies
    • 1.2k views
    • 
    • My 2 cents
    • January 23, 2014

13. 60 day rollover to originating qualified plan

    By Golgi, January 20, 2014
    • 4 replies
    • 1.6k views
    • 
    • K2retire
    • January 20, 2014

14. 1099R code for qualified roth distribution

    By Rai401k, January 14, 2014
    • 2 replies
    • 1.2k views
    • 
    • Rai401k
    • January 16, 2014

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

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

16. 1099r - roth conversion

    By Beemer, January 13, 2014   

    • 1099r roth
    • 3 replies
    • 1.2k views
    • 
    • Beemer
    • January 13, 2014

17. Roth hardship

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

18. RMD first year

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

19. Participant Loan Upon Plan Termination

    By Randy Watson, April 20, 2006
    • 10 replies
    • 3.5k views
    • 
    • masteff
    • January 7, 2014

20. 1099-R For Deceased Participant

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

21. 1099-R forms for 2013

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

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

    By Yesrod5, December 28, 2013
    • 11 replies
    • 4.6k views
    • 
    • Yesrod5
    • December 30, 2013

23. DB, New Plan, RMD

    By Lou S., December 20, 2013
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • December 27, 2013

24. RMD for lost participant

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

25. 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
    • 4.9k views
    • 
    • masteff
    • December 19, 2013

26. 1099-R Requirements for Life Insurance Proceeds

    By Flyboyjohn, December 16, 2013
    • 2 replies
    • 3k views
    • 
    • Belgarath
    • December 17, 2013

27. 242(b) election

    By NQS, December 6, 2013
    • 3 replies
    • 3.9k views
    • 
    • NQS
    • December 11, 2013

28. Beneficiary Rollover

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

29. hardship eligible --

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

30. Small Death Benefit

    By Below Ground, August 28, 2013   

    • How to pay?
    • 23 replies
    • 3.9k views
    • 
    • masteff
    • December 10, 2013

31. RMD and Life Insurance Investment

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

32. MRD or not?

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

33. Loan Repayment - Commission Employee

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

34. distribution to individual with no social security number

    By Santo Gold, December 4, 2013
    • 2 replies
    • 1.4k views
    • 
    • Peter Gulia
    • December 5, 2013

35. loan repayments must be quarterly

    By Rai401k, November 27, 2013
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • November 27, 2013

36. RMD - Partial Distribution?

    By emmetttrudy, November 20, 2013
    • 7 replies
    • 2.2k views
    • 
    • GMK
    • November 21, 2013

37. 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

38. Correcting Loan Mistake

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

39. Premature distribution exception - separation after age 55

    By Belgarath, November 12, 2013
    • 9 replies
    • 3.2k views
    • 
    • Kevin C
    • November 13, 2013

40. Plan termination & RMD

    By Guest M. Martin, November 8, 2013
    • 4 replies
    • 3.7k views
    • 
    • Appleby
    • November 12, 2013

41. Power of Attorney Question

    By FundeK, July 16, 2004
    • 14 replies
    • 12.3k views
    • 
    • Hojo
    • November 8, 2013

42. Auto Rollover available?

    By Sully, November 18, 2010
    • 2 replies
    • 1.3k views
    • 
    • justanotheradmin
    • November 8, 2013

43. loan payments for per diems

    By JKW, November 7, 2013
    • 0 replies
    • 796 views
    • 
    • JKW
    • November 7, 2013

44. Outstanding Pension Checks

    By jaxon1225, November 6, 2013
    • 3 replies
    • 2k views
    • 
    • jaxon1225
    • November 6, 2013

45. Distribution to Japanese ex-pat

    By msmith, October 31, 2013
    • 1 reply
    • 1.1k views
    • 
    • ESOP Guy
    • October 31, 2013

46. 1 Year Wait to be Deemed a "Spouse"

    By ERISA1, October 23, 2013   

    • What Approach Are You Taking?
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • October 25, 2013

47. to RMD or to not RMD?

    By Lori H, October 22, 2013
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • October 23, 2013

48. Hardship

    By cdavis25, October 18, 2013
    • 2 replies
    • 1.4k views
    • 
    • cdavis25
    • October 22, 2013

49. Exception to 10 percent penalty tax

    By joel, October 16, 2013
    • 4 replies
    • 1.5k views
    • 
    • joel
    • October 17, 2013

50. Roth 401k non qualified distribution penalty

    By WCC, October 11, 2013
    • 3 replies
    • 3k views
    • 
    • WCC
    • October 11, 2013