Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. F945 and PTIN

   By jkharvey, January 12, 2011
   • 2 replies
   • 1.1k views
   • 
   • david rigby
   • January 17, 2011

2. Failed ADP refund; taxed in what year?

   By Richard Anderson, February 6, 2009
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • February 10, 2009

3. Failure of substantailly equal payments

   By Fred Payne, June 4, 2004
   • 23 replies
   • 2.7k views
   • 
   • Guest
   • June 11, 2004

4. failure to deduct loan payments from pay

   By Guest Jeanne Kantzler, January 3, 2001
   • 2 replies
   • 1.7k views
   • 
   • QDROphile
   • January 5, 2001

5. Failure to file Form 945

   By Disco Stu, June 12, 2001
   • 1 reply
   • 2.3k views
   • 
   • Medusa
   • June 12, 2001

6. Failure to issue 1099 for P.S. 58 costs of life insurance

   By Scuba 401, June 7, 2017
   • 1 reply
   • 3.5k views
   • 
   • LANDO
   • July 24, 2017

7. Failure to issue 1099s

   By Randy Watson, January 16, 2007
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • January 16, 2007

8. Failure to Make 945 Deposits

   By Guest KFLETT, February 12, 2003
   • 2 replies
   • 996 views
   • 
   • Guest
   • February 15, 2003

9. Failure to make loan repayments

   By J. Bringhurst, December 19, 2003
   • 1 reply
   • 1.2k views
   • 
   • R. Butler
   • December 19, 2003

10. Failure to Process Withholding Tax

    By Below Ground, May 15, 2012
    • 4 replies
    • 1.3k views
    • 
    • Below Ground
    • May 16, 2012

11. Failure to provide 1099 on defaulted loan

    By Guest Bill, October 1, 1998
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • December 8, 1998

12. Failure to Remit Loan Payments

    By Guest Jimmy B, January 6, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 6, 2003

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

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

14. Failure to withhold

    By Bird, September 12, 2008
    • 3 replies
    • 1.7k views
    • 
    • ERISAnut
    • September 12, 2008

15. FAILURE TO WITHHOLD

    By Guest JROSSITTER, February 13, 1999
    • 10 replies
    • 3.1k views
    • 
    • Guest
    • February 19, 1999

16. Failure to Withhold

    By jmrsai, March 20, 2009
    • 5 replies
    • 2.1k views
    • 
    • K2retire
    • March 20, 2009

17. Failure to withhold taxes

    By cpc0506, May 11, 2017   

    • taxes
    • 13 replies
    • 4.4k views
    • 
    • Bird
    • May 12, 2017

18. Family fued on death benefit

    By arthurkagan, August 29, 2022   

    • famuly fued on death benefit
    • 2 replies
    • 862 views
    • 
    • CuseFan
    • August 29, 2022

19. Fax signatures acceptable?

    By Guest FREE401k, October 4, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • October 6, 2000

20. Fed Wthd on foreign national

    By dmwe, February 24, 2006
    • 2 replies
    • 1.8k views
    • 
    • dmwe
    • March 8, 2006

21. Federal and State Income Tax Withholding

    By Guest Cliff Langwith, August 1, 2002
    • 4 replies
    • 2.1k views
    • 
    • 2muchstress
    • August 2, 2002

22. Federal Tax Liens: Does a Federal Tax Lien attach to a participant's

    By KJohnson, January 26, 2000
    • 2 replies
    • 2.6k views
    • 
    • KJohnson
    • January 26, 2000

23. Federal Tax Withholding

    By Dougsbpc, June 18, 2002
    • 1 reply
    • 1.5k views
    • 
    • Lynn Campbell
    • June 18, 2002

24. Federal tax withholding/945 reporting

    By Guest FutureOne, May 10, 2007
    • 2 replies
    • 1.4k views
    • 
    • wsp
    • May 10, 2007

25. Federal Withholding

    By Zoey, January 15, 2010
    • 5 replies
    • 1.6k views
    • 
    • BG5150
    • January 15, 2010

26. Federal Withholding from Qualified Plan

    By Guest THess, December 17, 2003
    • 8 replies
    • 1.8k views
    • 
    • Mary Kay Foss
    • December 22, 2003

27. Federal Withholding Tax

    By Chippy, January 11, 2021
    • 1 reply
    • 486 views
    • 
    • C. B. Zeller
    • January 11, 2021

28. Fees charged for distribution processing

    By Guest perplexedbypensions, January 3, 2008
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • January 3, 2008

29. Fees Charged to Participants

    By Dougsbpc, October 4, 2010
    • 3 replies
    • 1.1k views
    • 
    • Dougsbpc
    • October 4, 2010

30. Fiduciary liability

    By Guest turbodiesel39, April 15, 2002
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • April 15, 2002

31. Fiduciary timing responsibilities for processing & forwarding dist

    By Guest TAllen, December 6, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 6, 2002

32. Final 401(a)(9) Regs and Cont. Receivable

    By Guest pension222, March 4, 2004
    • 6 replies
    • 4.2k views
    • 
    • Guest
    • March 5, 2004

33. Final 411(d)(6) Regs Permit Elimination of QJSA Benefit Option?

    By Guest SCUDDESLER, September 11, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 11, 2000

34. Final Final Regulations - Variable Annuity Contracts

    By DTH, November 17, 2005
    • 0 replies
    • 1.5k views
    • 
    • DTH
    • November 17, 2005

35. Final LOan Regs- Effective date???

    By Guest AFRICA6796, December 3, 2002
    • 4 replies
    • 1.4k views
    • 
    • E as in ERISA
    • December 4, 2002

36. Final Loan Regulations

    By jala, September 19, 2005
    • 2 replies
    • 1.3k views
    • 
    • E as in ERISA
    • September 20, 2005

37. Final Regulations Issued: Accruing Interest on Defaulted Participant L

    By Dave Baker, August 1, 2000
    • 0 replies
    • 1.8k views
    • 
    • Dave Baker
    • August 1, 2000

38. Final Regulations Issued: Crediting of Tax Basis on Defaulted Particip

    By Dave Baker, August 1, 2000
    • 0 replies
    • 1.6k views
    • 
    • Dave Baker
    • August 1, 2000

39. Final Regulations Issued: Cure Period for Defaulted Loans

    By Dave Baker, August 1, 2000
    • 0 replies
    • 2k views
    • 
    • Dave Baker
    • August 1, 2000

40. Final Regulations Issued: Guidance on Electronic Media in Connection W

    By Dave Baker, August 1, 2000
    • 0 replies
    • 1.5k views
    • 
    • Dave Baker
    • August 1, 2000

41. Final Regulations Issued: Repayment of Previously-Taxed Participant Lo

    By Dave Baker, August 1, 2000
    • 1 reply
    • 1.8k views
    • 
    • FundeK
    • January 31, 2005

42. Financial companies willing to issue small J&SAs

    By J Simmons, November 7, 2017
    • 4 replies
    • 1.9k views
    • 
    • Mike Preston
    • November 12, 2017

43. First becoming a 5% owner after 70 1/2.

    By KJohnson, March 23, 2007
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • March 23, 2007

44. First MRD for a Participant who is over age 70 and

    By smm, June 11, 2003
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • June 12, 2003

45. First RMD after age 70 1/2

    By Vlad401k, July 10, 2017
    • 11 replies
    • 1.4k views
    • 
    • ESOP Guy
    • July 12, 2017

46. first RMD TAX YEAR????

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

47. First RMD was 2020, when is 2021 due?

    By BG5150, March 23, 2021
    • 5 replies
    • 1k views
    • 
    • BG5150
    • March 23, 2021

48. First time distribution with part of it being ROTH

    By Jim Chad, February 25, 2009
    • 1 reply
    • 987 views
    • 
    • K2retire
    • February 26, 2009

49. First time RMD

    By doombuggy, December 2, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 4, 2008

50. FIT submitted in error

    By Guest GregSelf, March 8, 2000
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 10, 2000