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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

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

    By Guest Donaldson,
    • 4 replies
    • 1.4k views
    • Guest
    • Guest

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

    By Guest Iwonder,
    • 4 replies
    • 2.7k views
    • Guest
    • Guest

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

    By GlacierNP,
    • 4 replies
    • 762 views

  4. Medical bills for Mother--hardship cause?

    By BG5150,
    • 4 replies
    • 1.5k views
    • Guest
    • Guest

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

    By Guest Joe Twidwell,
    • 4 replies
    • 1.9k views
    • Guest
    • Guest

  6. RMD for owner

    By pmacduff,
    • 4 replies
    • 897 views
    • GMK
    • GMK

  7. Death distribution - strange situation

    By Belgarath,
    • 4 replies
    • 778 views

  8. Trust Beneficiary

    By jane123,
    • 4 replies
    • 1.4k views

  9. How to get withholding from distributions to IRS

    By Alan Simpson,
    • 4 replies
    • 1.4k views

  10. Loan reamortization w/change in payroll frequency

    By Guest mo again,
    • 4 replies
    • 3k views
    • Guest
    • Guest

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

    By TPApril,
    • 4 replies
    • 4.1k views

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

    By Blinky the 3-eyed Fish,
    • 4 replies
    • 1.5k views

  13. Cite for Voluntary After Tax Distributions

    By Guest Powers,
    • 4 replies
    • 1.4k views

  14. RMD... Bene a Trust

    By K-t-F,
    • 4 replies
    • 2.8k views

  15. Life insurance in terminating profit sharing plan

    By Guest Clain,
    • 4 replies
    • 1.8k views

  16. loan default to satisfy RMD

    By Guest terric,
    • 4 replies
    • 3.9k views

  17. Failure to Process Withholding Tax

    By Below Ground,
    • 4 replies
    • 1.3k views

  18. Rollover Distribution Check Lost

    By coleboy,
    • 4 replies
    • 1.7k views

  19. RMD - Single member plan w/wife

    By Basically,
    • 4 replies
    • 537 views

  20. In-service Distribution In General

    By Basically,
    • 4 replies
    • 2.1k views

  21. Limits on 401k loans?

    By Guest peeage,
    • 4 replies
    • 2.3k views
    • Guest
    • Guest

  22. Small balance distributions

    By ombskid,
    • 4 replies
    • 904 views

  23. Money Sources & Taxes - does it matter

    By TPApril,
    • 4 replies
    • 554 views

  24. tpa firm distribution account

    By R. Butler,
    • 4 replies
    • 1.4k views
    • SMB
    • SMB

  25. New RMD Rules

    By Towanda,
    • 4 replies
    • 990 views

  26. Prohibited Transaction--or fixed by EGTRRA

    By Guest CRC02,
    • 4 replies
    • 1.6k views

  27. 60 day rollover to originating qualified plan

    By Golgi,
    • 4 replies
    • 1.6k views

  28. RMD not processed before rollover

    By Vlad401k,
    • 4 replies
    • 1.7k views

  29. RMD withholding

    By Cynchbeast,
    • 4 replies
    • 1.8k views

  30. Participant Loan & Disability

    By R. Butler,
    • 4 replies
    • 2.2k views

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

    By msimpson,   
    • 4 replies
    • 3.7k views

  32. Loan Rollover Into Plan Not Allowing Loans

    By ERISA11,   
    • 4 replies
    • 1.2k views

  33. Distributions to charitable trust?

    By kwalified,
    • 4 replies
    • 952 views

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

    By TD,
    • 4 replies
    • 1.2k views

  35. Withholding On Death Benefit From Ps Plan

    By dmb,
    • 4 replies
    • 3.1k views

  36. lost terminated participant

    By Guest lip,
    • 4 replies
    • 1.2k views

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

    By AlbanyConsultant,
    • 4 replies
    • 885 views

  38. Mandatory distribution less than $1,000

    By LLM,   
    • 4 replies
    • 3.2k views

  39. Prevailing Wage Plan

    By oldman63,
    • 4 replies
    • 1.8k views

  40. Amending a 1009R?

    By Guest merlin,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  41. Hardship Withdrawal plus Withholding Taxes in Cash

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

  42. Unresponsive beneficiary

    By Belgarath,
    • 4 replies
    • 733 views

  43. Bankruptcy, loan payments and contributions

    By RCK,
    • 4 replies
    • 1.3k views
    • RCK
    • RCK

  44. Now Part Time participant - eligible for distribution?

    By Guest SuzieQNEC,
    • 4 replies
    • 1k views

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

    By Guest,
    • 4 replies
    • 1.6k views
    • Guest
    • Guest

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

    By M Norton,
    • 4 replies
    • 1.6k views

  47. Does Trust receive 1099 from DC Plan

    By MarZDoates,
    • 4 replies
    • 1.7k views

  48. SIP beneficiary question

    By Guest LuckyDuck,
    • 4 replies
    • 1.8k views
    • Guest
    • Guest

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

    By Peter Gulia,
    • 4 replies
    • 1.8k views

  50. Loans, Deemed Distributions and Offset

    By Gadgetfreak,
    • 4 replies
    • 33.8k views
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