Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Early loan payoff

   By Guest Melissa Winslow, April 27, 2000
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • April 27, 2000

2. early payments on a loan

   By betheeg, December 15, 2006
   • 4 replies
   • 1.7k views
   • 
   • PLAN MAN
   • December 27, 2006

3. early retirement distribution

   By Guest dereck@cpactuaries.com, October 3, 2007
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • October 8, 2007

4. Early Withdrawal at age 59 1/2

   By wsp, April 4, 2005
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • April 4, 2005

5. early withdrawal of 401k to buy house

   By Guest denny7, December 21, 2004
   • 4 replies
   • 6.6k views
   • 
   • Mary Kay Foss
   • January 3, 2005

6. Early withdrawal Penalty (10% exception)

   By Nassau, December 19, 2012
   • 1 reply
   • 1.1k views
   • 
   • masteff
   • December 19, 2012

7. early withdrawl penalty

   By Guest skully109, March 6, 2006
   • 3 replies
   • 1.5k views
   • 
   • david rigby
   • March 7, 2006

8. EDB not 73, must RMDs start?

   By ACK, May 21, 2025
   • 4 replies
   • 1.4k views
   • 
   • Bruce1
   • June 12, 2025

9. Education Saving: Roth vs. Education IRA

   By Guest jdcannon, October 13, 2000
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • October 31, 2000

10. Educational Hardship for Student Loan

    By bdeancpa, September 12, 2013   

    • Hardship
    • education
    • 1 reply
    • 1.6k views
    • 
    • BG5150
    • September 12, 2013

11. EE requests pmt, DORH < distribution; required to take dist?

    By TPApril, November 23, 2021
    • 1 reply
    • 628 views
    • 
    • RatherBeGolfing
    • November 23, 2021

12. Effect of Annulment on Joint & Survivor Annuity

    By J Simmons, August 11, 2016
    • 6 replies
    • 2k views
    • 
    • My 2 cents
    • August 15, 2016

13. EFTPS - required?

    By SheilaD, November 8, 2010
    • 3 replies
    • 2k views
    • 
    • Doghouse
    • January 11, 2011

14. EFTPS-Inactivating Unused Accounts...after 18 months

    By BTH, December 17, 2021
    • 2 replies
    • 2.6k views
    • 
    • Peter Gulia
    • December 20, 2021

15. Egelhoff Rides Again

    By Guest erisafried, August 18, 2003
    • 8 replies
    • 1.7k views
    • 
    • Harwood
    • August 19, 2003

16. EGTRRA - Elimination J&S and other optional forms

    By John A, July 12, 2001
    • 0 replies
    • 1.4k views
    • 
    • John A
    • July 12, 2001

17. EGTRRA affect on forward averaging

    By Guest Ralph, July 23, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 23, 2001

18. EGTRRA cash out rules

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

19. EGTRRA change

    By Guest bergs, July 7, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 7, 2006

20. EIN for retirement trust/Federal Withholding

    By Guest Becky Ray, June 21, 2000
    • 3 replies
    • 2.3k views
    • 
    • bzorc
    • June 28, 2000

21. Election Change

    By Guest RCR266, July 11, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 11, 2006

22. Election form signature over 90 days old

    By Guest padmin, March 16, 2005
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • March 16, 2005

23. Electronic deposit of withholding

    By jkharvey, February 13, 2012
    • 5 replies
    • 960 views
    • 
    • Bird
    • February 14, 2012

24. Electronic filing and mismatch of ID # on 1099-R

    By Bird, March 10, 2005
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • March 16, 2005

25. electronic filing of 1099-R

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

26. electronic filing of 1099-R forms

    By pmacduff, December 30, 2019
    • 4 replies
    • 886 views
    • 
    • pmacduff
    • January 2, 2020

27. Electronic Filing of Withholding on Distributions

    By Guest SDS_, October 13, 2010
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • October 14, 2010

28. Electronic Processing of Principal Residence Loan ApplicationsSubstantiation Required?

    By Guest Fourohonekay, April 29, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • April 29, 2004

29. Eligible for Loan?

    By BTH, January 4, 2013
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • January 7, 2013

30. Eligible rollover distribution to a tax-exempt payee

    By Carol V. Calhoun, May 24, 2012
    • 11 replies
    • 2.3k views
    • 
    • Bird
    • March 21, 2018

31. Eligible Rollover Distributions and Church Plans

    By Guest Mark Draa, February 14, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 15, 2006

32. Eligible Rollover?

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

33. Eligible Rollovers or Plan to Plan Transfers to a Governmental Plan?

    By Guest slt, October 20, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 20, 1999

34. Eliminate QJSA as normal form under PSP?

    By Guest Kathleen Meagher, September 15, 2004
    • 11 replies
    • 2.4k views
    • 
    • rlb64
    • September 20, 2004

35. Eliminating Loan Program to Allow Hardship One Year Amending to Allow Loans the Next Year

    By Guest 2stressed, October 19, 2004
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • October 19, 2004

36. Eliminating Optional Forms of Benefit when QJSA Required

    By Guest GraceWoodbury, August 10, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 10, 2005

37. Eliminating participant loans from a plan

    By Santo Gold, February 24, 2021
    • 4 replies
    • 1k views
    • 
    • Santo Gold
    • February 24, 2021

38. Elimination of 1099 Distribution Codes B and C

    By Guest BillRupp, July 22, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 22, 1999

39. Elimination of QPSA/QJSA

    By Guest nbs, October 15, 2003
    • 8 replies
    • 2.8k views
    • 
    • maverick
    • October 30, 2003

40. Emergency looking for help & direction. When is it good to ask fo

    By Guest Amjones1, April 18, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 18, 2001

41. Employee 401k Funds Ques. - Company "Going Under"

    By Guest nroth, July 5, 2001
    • 3 replies
    • 1.6k views
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    • MoJo
    • July 5, 2001

42. Employee after RBD Ceases to be a 5% Owner

    By Guest Edward McElroy, March 20, 2002
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • March 21, 2002

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

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

44. Employee now considered "contract labor"

    By MarZDoates, January 2, 2013
    • 6 replies
    • 2.3k views
    • 
    • masteff
    • February 27, 2013

45. Employee paychecks no longer cover loan payments; what happens on defa

    By Guest, October 23, 2000
    • 1 reply
    • 2.1k views
    • 
    • QDROphile
    • October 24, 2000

46. employee transfer

    By Guest MNR, May 22, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 22, 2002

47. Employee w/ loan becomes Union EE--default the loan?

    By BG5150, May 15, 2024
    • 1 reply
    • 621 views
    • 
    • C. B. Zeller
    • May 15, 2024

48. Employer failed to make 401K loan payroll deductions

    By Guest Mark Cornwell, October 16, 2008
    • 16 replies
    • 31.9k views
    • 
    • K2retire
    • February 13, 2017

49. Employer Failure to repay loan correction method

    By JKW, April 27, 2018
    • 6 replies
    • 1.2k views
    • 
    • JKW
    • April 27, 2018

50. Employer Not Submitting Payments Withheld on My Check

    By Guest curtis1007, June 9, 2010
    • 7 replies
    • 4.4k views
    • 
    • J. Bringhurst
    • March 16, 2011