Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. RMD for recently deceased & 1099-R/1-person plan

   By TPApril, December 6, 2022
   • 4 replies
   • 1k views
   • 
   • Appleby
   • December 17, 2022

2. Spousal Consent exceptions?

   By Guest agordon, October 19, 2004
   • 4 replies
   • 2k views
   • 
   • david rigby
   • October 19, 2004

3. Excess Loan Payments

   By Guest EPS2, December 19, 2007
   • 4 replies
   • 1.8k views
   • 
   • JanetM
   • January 9, 2008

4. How to correct an overpayment, using EPCRS 2016-51

   By AlbanyConsultant, July 24, 2017
   • 4 replies
   • 2k views
   • 
   • ESOP Guy
   • July 25, 2017

5. Loan Repayment

   By jane123, March 21, 2003
   • 4 replies
   • 1.2k views
   • 
   • E as in ERISA
   • March 21, 2003

6. Death Distribution to non-spouse beneficiary

   By Guest curmudgeon, December 3, 2004
   • 4 replies
   • 1.4k views
   • 
   • rlb64
   • December 13, 2004

7. Retroactive QDRO of Rollover IRA

   By Guest MonicaM, June 2, 2011
   • 4 replies
   • 1.4k views
   • 
   • mbozek
   • June 4, 2011

8. Hardship for tuition

   By JPIngold, May 5, 2016
   • 4 replies
   • 1.2k views
   • 
   • JPIngold
   • May 9, 2016

9. RMDs from 401(k) / Profit-Sharing Plan

   By imchipbrown, April 5, 2018
   • 4 replies
   • 3.2k views
   • 
   • imchipbrown
   • April 6, 2018

10. RMD first year

    By ombskid, January 7, 2014
    • 4 replies
    • 1.1k views
    • 
    • masteff
    • January 7, 2014

11. Loan Offset

    By Madison71, December 19, 2017
    • 4 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • December 21, 2017

12. Conversion to Roth

    By Earl, May 31, 2014
    • 4 replies
    • 1.1k views
    • 
    • Earl
    • June 2, 2014

13. Participant remarried to non-resident alien for 3 years, does old beneficary designation apply?

    By stephen, June 30, 2004
    • 4 replies
    • 2.1k views
    • 
    • stephen
    • July 1, 2004

14. In-Service withdrawal

    By Santo Gold, March 18, 2005
    • 4 replies
    • 1.6k views
    • 
    • No Name
    • March 24, 2005

15. QJSA and QPSA rules regarding common law spouse

    By Guest Mike Melnick, September 6, 2000
    • 4 replies
    • 3.3k views
    • 
    • david rigby
    • September 7, 2000

16. Employer Pays Distributions, Plan Reimburses Employer

    By mming, January 11, 2012
    • 4 replies
    • 1k views
    • 
    • masteff
    • January 12, 2012

17. Loan interest rate

    By ombskid, April 10, 2014
    • 4 replies
    • 1k views
    • 
    • GMK
    • April 10, 2014

18. Re-issuance of plan distributions

    By Guest bmurphy, August 28, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • August 28, 2003

19. Control Group Distribution

    By Biz Develop Consultant BJF, May 29, 2018   

    • distributable event
    • control group
    • 4 replies
    • 1.8k views
    • 
    • Doc Ument
    • May 30, 2018

20. EDB not 73, must RMDs start?

    By ACK, May 21
    • 4 replies
    • 1.3k views
    • 
    • Bruce1
    • June 12

21. Inservice dist

    By K-t-F, February 23, 2006
    • 4 replies
    • 2k views
    • 
    • namealreadyinuse
    • March 15, 2006

22. 401k loans and bankruptcy

    By legort69, January 18, 2005
    • 4 replies
    • 2k views
    • 
    • Kirk Maldonado
    • January 19, 2005

23. 1099-R Processing Tips

    By Guest R Plank, November 10, 2009
    • 4 replies
    • 1.2k views
    • 
    • BG5150
    • November 10, 2009

24. Accidental RMD

    By Guest Hank_155, June 8, 2004
    • 4 replies
    • 1.2k views
    • 
    • TBob
    • June 9, 2004

25. Failure to Take RMD After Five Years - Excise Tax?

    By EBECatty, December 23, 2014
    • 4 replies
    • 2k views
    • 
    • Tom Poje
    • December 29, 2014

26. Distribution From Multiemployer plan

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

27. COVID loans

    By thepensionmaven, August 3, 2020
    • 4 replies
    • 689 views
    • 
    • Lou S.
    • September 8, 2020

28. RMD from an IRA - Multiple Accounts

    By Vlad401k, October 5, 2015
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • October 6, 2015

29. Loans from plan sponsor being merged with new company

    By Lori H, November 24, 2015
    • 4 replies
    • 862 views
    • 
    • QDROphile
    • November 24, 2015

30. Loan Offset Eligible for Rollover

    By Vlad401k, February 17, 2017
    • 4 replies
    • 1k views
    • 
    • CuseFan
    • February 20, 2017

31. Determination of loan amount with market fluctuation

    By jsample, March 11, 2020
    • 4 replies
    • 890 views
    • 
    • jsample
    • March 13, 2020

32. adding loans... and fee disclosure

    By AlbanyConsultant, April 17, 2020
    • 4 replies
    • 1.2k views
    • 
    • Bird
    • April 20, 2020

33. State taxes

    By rcline46, September 29, 2004
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • September 29, 2004

34. 70 1/2 owner (RMD)

    By Scuba 401, November 18, 2010
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • November 19, 2010

35. Penalties for not withholding

    By Guest cosmo01, June 9, 2003
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • June 10, 2003

36. MRD account balance

    By Guest terid, November 21, 2003
    • 4 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • June 29, 2016

37. Quick RMD question

    By Lori H, August 14, 2013
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 19, 2013

38. death benefit to spouse, outstanding 401k loan

    By pmacduff, April 20, 2015
    • 4 replies
    • 3.1k views
    • 
    • Appleby
    • April 26, 2015

39. W-4P or W-4R for RMDs?

    By BG5150, January 5, 2022
    • 4 replies
    • 1.8k views
    • 
    • Kim Morgan
    • March 2, 2023

40. Life Insurance death 1099R reporting

    By Rai401k, January 5, 2017
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • January 5, 2017

41. Missing Partcipant and RMD

    By Lou S., March 12
    • 4 replies
    • 1.9k views
    • 
    • Paul I
    • March 13

42. loan default - 1099

    By k man, June 22, 2007
    • 4 replies
    • 1.8k views
    • 
    • Kimberly S
    • June 28, 2007

43. RMDs after death to parents(beneficiaries)

    By mefrancis1729, November 2, 2023   

    • rmd
    • beneficary
    • (and 1 more)

      Tagged with:

      • rmd
      • beneficary
      • death
    • 4 replies
    • 1.1k views
    • 
    • Bird
    • November 8, 2023

44. The fun just never ends!

    By SMB, January 19, 2011
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • January 19, 2011

45. 401k Loan Default then Repayment

    By Guest jhannifan, July 20, 2001
    • 4 replies
    • 6k views
    • 
    • Jilliandiz
    • March 27, 2002

46. DB Plan Termination, withholding taxes on lump sum

    By DMcGovern, January 5, 2017
    • 4 replies
    • 875 views
    • 
    • DMcGovern
    • January 5, 2017

47. 10-Yr. Principal Residence Loan - Documentation

    By Phlyers, November 6, 2018
    • 4 replies
    • 666 views
    • 
    • Larry Starr
    • November 7, 2018

48. RMD Required for now less than 5% owner?

    By Dougsbpc, September 9, 2021
    • 4 replies
    • 843 views
    • 
    • Peter Gulia
    • September 9, 2021

49. Loan overpaid

    By ombskid, September 18, 2009
    • 4 replies
    • 1.9k views
    • 
    • K2retire
    • September 19, 2009

50. calculating PS-58 cost?

    By Guest pjg, January 18, 2003
    • 4 replies
    • 10.1k views
    • 
    • mbozek
    • January 21, 2003