Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. 1099-R Requirements for Life Insurance Proceeds

   By Flyboyjohn, December 16, 2013
   • 2 replies
   • 3k views
   • 
   • Belgarath
   • December 17, 2013

2. 1099-R, Box 2b - Taxable Amount Not Determined

   By Basically, November 13, 2023
   • 6 replies
   • 29.2k views
   • 
   • RestAssured
   • January 9, 2024

3. 1099-R: being the payer and the payee at the same time

   By AlbanyConsultant, January 29, 2013
   • 5 replies
   • 1.5k views
   • 
   • Bird
   • February 2, 2013

4. 1099-R/#945 reporting question

   By pmacduff, November 18, 2003
   • 2 replies
   • 1.9k views
   • 
   • pmacduff
   • November 19, 2003

5. 1099's when sponsor no longer exists?

   By david rigby, May 11, 1999
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • May 11, 1999

6. 1099's/with holding not done on distributions.

   By Lori H, September 27, 2004
   • 5 replies
   • 1.3k views
   • 
   • pmacduff
   • September 28, 2004

7. 1099R

   By Egold, January 8, 2025
   • 8 replies
   • 1.8k views
   • 
   • david rigby
   • January 16, 2025

8. 1099r - roth conversion

   By Beemer, January 13, 2014   

   • 1099r roth
   • 3 replies
   • 1.2k views
   • 
   • Beemer
   • January 13, 2014

9. 1099R & Form 5500 Schedule R

   By Guest shafter, March 2, 2001
   • 2 replies
   • 2.5k views
   • 
   • RCK
   • March 7, 2001

10. 1099R and Withholding on Small Termination Distributions

    By CharlesLeggette, August 18, 2012
    • 2 replies
    • 1.8k views
    • 
    • masteff
    • August 20, 2012

11. 1099R Box 12 & Box 15

    By Guest GordonJ, December 22, 2008
    • 1 reply
    • 2.8k views
    • 
    • JanetM
    • December 22, 2008

12. 1099R code for qualified roth distribution

    By Rai401k, January 14, 2014
    • 2 replies
    • 1.2k views
    • 
    • Rai401k
    • January 16, 2014

13. 1099R Code for return of contributions to DB plan

    By Guest KLM, October 15, 2007
    • 0 replies
    • 902 views
    • 
    • Guest
    • October 15, 2007

14. 1099R coding of post-tax contribs cashed out

    By JulesInCNY, January 18, 2018   

    • post-tax
    • employer contributions
    • (and 2 more)

      Tagged with:

      • post-tax
      • employer contributions
      • 1099r
      • coding
    • 5 replies
    • 873 views
    • 
    • JulesInCNY
    • January 18, 2018

15. 1099R Correction

    By AmyETPA, November 9, 2023
    • 6 replies
    • 1.1k views
    • 
    • Paul I
    • November 13, 2023

16. 1099R Distribution Code

    By Dinosaur, May 23, 2017
    • 7 replies
    • 1.9k views
    • 
    • Dinosaur
    • May 24, 2017

17. 1099R filed twice

    By Santo Gold, August 30, 2017
    • 1 reply
    • 917 views
    • 
    • ETA Consulting LLC
    • August 30, 2017

18. 1099r for loan

    By betheeg, February 4, 2004
    • 4 replies
    • 1.7k views
    • 
    • FundeK
    • February 6, 2004

19. 1099R for missing participant?

    By Guest DazedAndConfused, April 26, 2006
    • 3 replies
    • 1.8k views
    • 
    • JanetM
    • April 27, 2006

20. 1099R for post tax deferral distribution

    By Guest vtuhan, January 11, 2005
    • 1 reply
    • 984 views
    • 
    • JanetM
    • January 11, 2005

21. 1099R forms

    By pmacduff, December 16, 2019
    • 2 replies
    • 702 views
    • 
    • pmacduff
    • December 16, 2019

22. 1099R forms not filed

    By Guest nlmc18, December 26, 2003
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • December 31, 2003

23. 1099R issue re: insurance premiums in Defined Benefit Plan

    By Guest ANNEBV, January 26, 2001
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • January 26, 2001

24. 1099R reporting - Deceased's SSN or Estate's EIN?

    By Guest JJR, April 25, 2001
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • April 25, 2001

25. 1099R Reporting for Incorrect Distribution

    By Jean, January 19, 2001
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • January 22, 2001

26. 1099R with no Social Security number

    By Guest Judy S, January 18, 2005
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • January 20, 2005

27. 1st RMD clarification

    By Basically, September 9, 2024
    • 3 replies
    • 832 views
    • 
    • Gina Alsdorf
    • October 3, 2024

28. 2 1099-Rs??

    By RestAssured, January 9, 2024
    • 2 replies
    • 642 views
    • 
    • RestAssured
    • January 10, 2024

29. 2 or more penalty free exceptions from same IRA?

    By Guest Sherry Gordon, May 17, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 17, 2001

30. 2 outstanding loans for primary residence

    By Guest Runner, December 28, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 28, 2001

31. 2 plans... one an owner.. one an employee

    By K-t-F, November 15, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • November 15, 2006

32. 2 RMDs Not Needed In Same Year When 1st One Is Delayed?

    By mming, March 25, 2015
    • 8 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 26, 2015

33. 2-parter

    By SMB, July 1, 2008
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • July 1, 2008

34. 20% FIT Error

    By CLE401kGuy, May 16, 2013
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • May 16, 2013

35. 20% still required to be withheld from distributions?

    By Santo Gold, July 14, 2020
    • 12 replies
    • 2.2k views
    • 
    • Bird
    • July 20, 2020

36. 20% tax withholding

    By Guest Carol D, January 24, 2003
    • 0 replies
    • 908 views
    • 
    • Guest
    • January 24, 2003

37. 20% withholding

    By Santo Gold, January 23, 2013
    • 9 replies
    • 1.7k views
    • 
    • masteff
    • January 28, 2013

38. 20% withholding on a rollover

    By Guest pthomann, May 30, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • May 30, 2001

39. 20% withholding requirement

    By Jakyasar, August 11, 2020
    • 1 reply
    • 607 views
    • 
    • Lou S.
    • August 11, 2020

40. 2000 rollover check issued to mutual fund has not been cashed. Participant now wants cash distribution. Okay to to reissue check to participant (less withholding) and correct 2000 1099-R?

    By Guest dyoder, November 5, 2003
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • November 7, 2003

41. 2002 Required Minimum Distribution

    By Guest taj32z, July 23, 2002
    • 2 replies
    • 1.5k views
    • 
    • jaemmons
    • July 24, 2002

42. 2004 1099r change to rollover code?

    By Guest j_dean, July 23, 2004
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 23, 2004

43. 2004 W4-P

    By Guest ArrowMatt, December 11, 2003
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • December 11, 2003

44. 2005 money returned - employee not eligible yet

    By Guest akv, November 21, 2006
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • December 1, 2006

45. 2007 RMD's

    By TPAnnie, March 29, 2007
    • 2 replies
    • 1.2k views
    • 
    • TPAnnie
    • March 29, 2007

46. 2008 Form 945

    By Anonymoose, November 9, 2010
    • 9 replies
    • 3.4k views
    • 
    • K2retire
    • November 15, 2010

47. 2009 MRD suspension

    By Guest Sieve, April 14, 2009
    • 7 replies
    • 1.7k views
    • 
    • jevd
    • April 15, 2009

48. 2009 RMD Notice 2009-82

    By Guest Peggy806, November 23, 2009
    • 1 reply
    • 987 views
    • 
    • Guest
    • November 23, 2009

49. 2009 RMD Rollover

    By SMB, November 4, 2009
    • 3 replies
    • 1.4k views
    • 
    • masteff
    • November 17, 2009

50. 2009 RMD suspension - what does "most" mean

    By AKconsult, July 10, 2009
    • 2 replies
    • 1.1k views
    • 
    • pmacduff
    • July 10, 2009