Jump to content

Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,171 topics in this forum

  1. Tax Free Transfer from IRA to Qualified Charity

    By KevinMc,
    • 2 replies
    • 1.2k views

  2. RMD started in error?

    By James Shen,
    • 2 replies
    • 706 views

  3. Successor Beneficiary of an Inherited IRA

    By 52626,
    • 5 replies
    • 1.3k views

  4. 2024 RMD - Participant has Traditional and Roth Sources

    By Vlad401k,
    • 1 reply
    • 543 views

  5. Roth Distributions with no 5-Year Information

    By Jennifer D.,
    • 6 replies
    • 842 views

  6. Rollover Amounts for In-Service Distributions; Available for Age 59.5 Distributions, Perhaps Hardship Distributions

    By Kent Allard,   
    • 3 replies
    • 806 views

  7. Solo Plan, Taking Distributions But Keeping Plan

    By Basically,
    • 2 replies
    • 579 views

  8. In-Plan Roth Conversion & 2024 RMD

    By TPApril,
    • 6 replies
    • 1.2k views

  9. State withholding on loan offset

    By Beemer,
    • 2 replies
    • 657 views

  10. loan default delay

    By TPApril,
    • 3 replies
    • 949 views

  11. Cleaning up Terminated & Paid-out Participants

    By Basically,
    • 7 replies
    • 1.1k views

  12. Loan Partial Payment vs Bank Loan option

    By Vincent,
    • 5 replies
    • 2.8k views

  13. 1099-R reporting for rehired employees?

    By AMDG,
    • 3 replies
    • 665 views

  14. Death Benefit to Minor Children

    By ConnieStorer,
    • 5 replies
    • 1.7k views

  15. 2023 1099R was issued on a Distribution that was never made

    By Teresa Delarosa,
    • 1 reply
    • 550 views

  16. Rollover before Required Beginning Date

    By Gilmore,
    • 4 replies
    • 879 views

  17. "Pending" cause of death prevents distribution to death beneficiary

    By Flyboyjohn,
    • 7 replies
    • 4k views

  18. Loan refinance on 10 year home loan

    By Belgarath,
    • 2 replies
    • 514 views

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

    By BG5150,
    • 1 reply
    • 616 views

  20. Age 55 72t exception to 10% early distribution penalty

    By Tom,
    • 1 reply
    • 826 views

  21. Should a plan allow a loan after the participant defaulted on an earlier loan but later fully repaid the loan?

    By Peter Gulia,
    • 7 replies
    • 1.1k views

  22. RMD for a Roth 401k

    By Santo Gold,
    • 1 reply
    • 814 views

  23. Ineligible Participant Profit Sharing Distribution

    By J Maes,
    • 2 replies
    • 802 views

  24. CARES Act distribution repayment - source?

    By WCC,
    • 2 replies
    • 1.1k views

  25. Distribution Didn't Happen - probably an easy answer

    By RestAssured,
    • 6 replies
    • 1k views

  26. Hardship Dist, SSDI... Just want to verify rules

    By Basically,
    • 2 replies
    • 649 views

  27. loans not allowed to per diem employees?

    By AlbanyConsultant,
    • 6 replies
    • 1.6k views

  28. retirement disbursement option change

    By Teri,
    • 5 replies
    • 857 views

  29. Interesr

    By moho,
    • 3 replies
    • 740 views

  30. Continuing RMDs after participant death?

    By RayRay,
    • 6 replies
    • 1.4k views

  31. Should the plan’s administrator reverse the loan default?

    By Peter Gulia,
    • 3 replies
    • 1.6k views

  32. 2024 Required Minimum Distributions - Roth Only

    By R Griffith,
    • 3 replies
    • 1.4k views

  33. Whose responsibility for 1099?

    By BG5150,
    • 3 replies
    • 1.3k views

  34. Distribution codes for QBAD's, Terminal illness, PLESA's, Domestic Abuse, etc.

    By Belgarath,
    • 2 replies
    • 938 views

  35. residential loan refinance to get a lower interest rate

    By AlbanyConsultant,
    • 2 replies
    • 736 views

  36. Rollover Dist: Non-Roth to Roth

    By Basically,
    • 5 replies
    • 709 views

  37. Increased RMD age not adopted by DB plan

    By WCC,
    • 2 replies
    • 643 views

  38. Cash out for terminated employee

    By Egold,
    • 3 replies
    • 857 views

  39. In Service Distribution Upon Retirement Age

    By Basically,
    • 4 replies
    • 873 views

  40. 401k refund for prior yr, 1099-R & taxable year

    By TPApril,
    • 1 reply
    • 484 views
    • Bri
    • Bri

  41. Spousal waiver when there is a Marital Settlement Agreement

    By Bird,
    • 10 replies
    • 24.4k views

  42. QPSA Lump Sum Payment to Nonresident Alien

    By RTK,
    • 0 replies
    • 403 views
    • RTK
    • RTK

  43. Cashing loan check immediately after firing

    By rblum50,
    • 9 replies
    • 1.3k views

  44. Perjury for CARES distribution

    By justanotheradmin,
    • 4 replies
    • 1.4k views

  45. Hardship Distribution - Primary Residence

    By FishOn,
    • 3 replies
    • 1.4k views

  46. Can a distribution method be changed after payment has started?

    By Lucky32,
    • 1 reply
    • 690 views

  47. Tax on cash Distribution

    By Egold,
    • 3 replies
    • 652 views

  48. Distribution of Rollover Contributions

    By Basically,
    • 5 replies
    • 1k views

  49. Death distribution - strange situation

    By Belgarath,
    • 4 replies
    • 790 views

  50. 2 1099-Rs??

    By RestAssured,
    • 2 replies
    • 658 views
×
×
  • Create New...

Important Information

Terms of Use

  I accept