Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. RMD-are the model amendments in Rev. Proc. 2002-29 mandatory?

   By Guest Donaldson, March 23, 2005
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • March 24, 2005

2. Loan Default, Deemed Dist'n, Ongoing Repayments?

   By Guest Iwonder, September 26, 2007
   • 4 replies
   • 2.7k views
   • 
   • Guest
   • April 28, 2008

3. IRA distribution - 1099R coded as 5 Prohibited Transaction

   By GlacierNP, March 21, 2022
   • 4 replies
   • 718 views
   • 
   • Luke Bailey
   • March 24, 2022

4. Medical bills for Mother--hardship cause?

   By BG5150, January 23, 2013
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • April 5, 2013

5. Does rollover of KEOGH to conduit IRA eliminate 10 year averaging opti

   By Guest Joe Twidwell, March 29, 2000
   • 4 replies
   • 1.9k views
   • 
   • Guest
   • April 7, 2000

6. RMD for owner

   By pmacduff, November 7, 2012
   • 4 replies
   • 886 views
   • 
   • GMK
   • November 7, 2012

7. Death distribution - strange situation

   By Belgarath, January 22, 2024
   • 4 replies
   • 757 views
   • 
   • Belgarath
   • January 22, 2024

8. Trust Beneficiary

   By jane123, June 11, 2003
   • 4 replies
   • 1.4k views
   • 
   • jane123
   • June 11, 2003

9. How to get withholding from distributions to IRS

   By Alan Simpson, April 3, 2000
   • 4 replies
   • 1.4k views
   • 
   • John A
   • April 7, 2000

10. Loan reamortization w/change in payroll frequency

    By Guest mo again, August 21, 2000
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • August 23, 2000

11. Flexibility w/early in-service Roth w/drawals

    By TPApril, July 23
    • 4 replies
    • 4k views
    • 
    • FPGuy
    • July 24

12. 1099-R and a 60-day return of the funds

    By Blinky the 3-eyed Fish, January 19, 2010
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • January 19, 2010

13. Cite for Voluntary After Tax Distributions

    By Guest Powers, August 19, 2002
    • 4 replies
    • 1.4k views
    • 
    • QDROphile
    • August 20, 2002

14. RMD... Bene a Trust

    By K-t-F, June 30, 2006
    • 4 replies
    • 2.8k views
    • 
    • Appleby
    • July 3, 2006

15. Life insurance in terminating profit sharing plan

    By Guest Clain, June 18, 2002
    • 4 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • June 19, 2002

16. loan default to satisfy RMD

    By Guest terric, September 13, 2004
    • 4 replies
    • 3.9k views
    • 
    • Lori Friedman
    • September 13, 2004

17. Failure to Process Withholding Tax

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

18. Rollover Distribution Check Lost

    By coleboy, October 19, 2015
    • 4 replies
    • 1.6k views
    • 
    • ESOP Guy
    • October 20, 2015

19. RMD - Single member plan w/wife

    By Basically, January 20, 2022
    • 4 replies
    • 500 views
    • 
    • John Feldt ERPA CPC QPA
    • January 22, 2022

20. In-service Distribution In General

    By Basically, July 17, 2023
    • 4 replies
    • 1.9k views
    • 
    • Paul I
    • July 18, 2023

21. Limits on 401k loans?

    By Guest peeage, February 5, 2001
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • February 6, 2001

22. Small balance distributions

    By ombskid, November 8, 2012
    • 4 replies
    • 892 views
    • 
    • ombskid
    • November 8, 2012

23. Money Sources & Taxes - does it matter

    By TPApril, October 14, 2020
    • 4 replies
    • 534 views
    • 
    • TPApril
    • October 15, 2020

24. tpa firm distribution account

    By R. Butler, October 27, 2010
    • 4 replies
    • 1.4k views
    • 
    • SMB
    • October 28, 2010

25. New RMD Rules

    By Towanda, February 3, 2020
    • 4 replies
    • 966 views
    • 
    • Towanda
    • February 3, 2020

26. Prohibited Transaction--or fixed by EGTRRA

    By Guest CRC02, May 29, 2002
    • 4 replies
    • 1.5k views
    • 
    • imchipbrown
    • December 12, 2003

27. 60 day rollover to originating qualified plan

    By Golgi, January 20, 2014
    • 4 replies
    • 1.5k views
    • 
    • K2retire
    • January 20, 2014

28. RMD not processed before rollover

    By Vlad401k, March 12, 2019
    • 4 replies
    • 1.6k views
    • 
    • CJ Allen
    • March 15, 2019

29. RMD withholding

    By Cynchbeast, December 20, 2012
    • 4 replies
    • 1.8k views
    • 
    • Tom Poje
    • December 20, 2012

30. Participant Loan & Disability

    By R. Butler, October 20, 2003
    • 4 replies
    • 2.1k views
    • 
    • R. Butler
    • October 22, 2003

31. How do you use Rev Rul 69-277 after Notice 2014-54?

    By msimpson, May 7, 2015   

    • after tax contributions
    • distributing after tax
    • 4 replies
    • 3.7k views
    • 
    • msimpson
    • May 7, 2015

32. Loan Rollover Into Plan Not Allowing Loans

    By ERISA11, September 27, 2016   

    • loan
    • rollover
    • (and 3 more)

      Tagged with:

      • loan
      • rollover
      • loan rollover
      • promissory note
      • rollover of promissory note
    • 4 replies
    • 1.1k views
    • 
    • ERISA11
    • September 28, 2016

33. Distributions to charitable trust?

    By kwalified, November 19, 2018
    • 4 replies
    • 930 views
    • 
    • kwalified
    • November 20, 2018

34. Employer Securities as part of in-plan Roth Rollovers

    By TD, July 20, 2023
    • 4 replies
    • 1.1k views
    • 
    • Paul I
    • July 24, 2023

35. Withholding On Death Benefit From Ps Plan

    By dmb, March 28, 2003
    • 4 replies
    • 3.1k views
    • 
    • david rigby
    • March 28, 2003

36. lost terminated participant

    By Guest lip, December 10, 2008
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • December 11, 2008

37. RMD - can you 'choose' non-QJ&S source?

    By AlbanyConsultant, April 25, 2018
    • 4 replies
    • 864 views
    • 
    • AlbanyConsultant
    • May 17, 2018

38. Mandatory distribution less than $1,000

    By LLM, November 17, 2017   

    • mandatory distribution
    • automatic rollover
    • (and 1 more)

      Tagged with:

      • mandatory distribution
      • automatic rollover
      • cash out
    • 4 replies
    • 3.2k views
    • 
    • ETA Consulting LLC
    • November 19, 2017

39. Prevailing Wage Plan

    By oldman63, August 10, 2018
    • 4 replies
    • 1.8k views
    • 
    • Larry Starr
    • August 10, 2018

40. Amending a 1009R?

    By Guest merlin, June 16, 2004
    • 4 replies
    • 2k views
    • 
    • Guest
    • June 17, 2004

41. Hardship Withdrawal plus Withholding Taxes in Cash

    By KateSmithPA, June 4, 2009
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • June 4, 2009

42. Unresponsive beneficiary

    By Belgarath, September 23, 2021
    • 4 replies
    • 683 views
    • 
    • baneja
    • September 23, 2021

43. Bankruptcy, loan payments and contributions

    By RCK, January 7, 2003
    • 4 replies
    • 1.2k views
    • 
    • RCK
    • January 9, 2003

44. Now Part Time participant - eligible for distribution?

    By Guest SuzieQNEC, May 5, 2009
    • 4 replies
    • 989 views
    • 
    • david rigby
    • May 5, 2009

45. Can I calculate a RMD for a participant in a DC plan using the single

    By Guest, December 26, 2000
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • December 26, 2000

46. Can a fiduciary have a deemed distribution on a defaulted loan?

    By M Norton, August 3, 2009
    • 4 replies
    • 1.6k views
    • 
    • rcline46
    • August 4, 2009

47. Does Trust receive 1099 from DC Plan

    By MarZDoates, December 12, 2005
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • December 29, 2005

48. SIP beneficiary question

    By Guest LuckyDuck, April 20, 2013
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • April 22, 2013

49. Might a turnover to a State’s abandoned-property administration be useful for an amount that is not rollover-eligible?

    By Peter Gulia, January 31
    • 4 replies
    • 1.8k views
    • 
    • Peter Gulia
    • February 7

50. Loans, Deemed Distributions and Offset

    By Gadgetfreak, August 30, 2013
    • 4 replies
    • 33.8k views
    • 
    • Bird
    • September 3, 2013