Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Loan from Rollover source before eligible

   By Vlad401k, November 24, 2014
   • 4 replies
   • 1.4k views
   • 
   • ForksnKnives
   • December 1, 2014

2. 1099R Reporting for Incorrect Distribution

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

3. How to report distribution

   By JanetM, February 25, 2003
   • 4 replies
   • 1.4k views
   • 
   • mbozek
   • February 28, 2003

4. Life Insurance Proceeds and 1099R

   By Guest Richard Scheer, November 1, 2010
   • 4 replies
   • 2.4k views
   • 
   • Bird
   • November 3, 2010

5. Need help fighting former employer to pay my 401(k) account balance

   By Guest Jennifer Porter, November 14, 2000
   • 4 replies
   • 2k views
   • 
   • Guest
   • December 5, 2000

6. trust as beneficiary/death of participant before RBD

   By k man, December 14, 2004
   • 4 replies
   • 1.7k views
   • 
   • Mary Kay Foss
   • December 19, 2004

7. Hardship for purchase of principal residence if participant isn't the one making the purchase?

   By jkharvey, March 18, 2013
   • 4 replies
   • 1.3k views
   • 
   • QDROphile
   • March 19, 2013

8. Distribution

   By pgold, July 15, 2019
   • 4 replies
   • 810 views
   • 
   • Pam Shoup
   • July 16, 2019

9. DB RMD (>72) DOT=12/31

   By TPApril, October 28, 2020
   • 4 replies
   • 756 views
   • 
   • Luke Bailey
   • October 29, 2020

10. Proposed Regulations Issued: Participant Loan Refinancing Transactions

    By Dave Baker, August 1, 2000
    • 4 replies
    • 2.7k views
    • 
    • pjkoehler
    • August 9, 2000

11. Loan Policy requires repayments through payroll reduction... other options?

    By AlbanyConsultant, July 15, 2019
    • 4 replies
    • 1.2k views
    • 
    • QDROphile
    • July 16, 2019

12. Perjury for CARES distribution

    By justanotheradmin, February 7, 2024
    • 4 replies
    • 1.4k views
    • 
    • Peter Gulia
    • February 8, 2024

13. 945 ISSUES

    By Guest North Meets South, April 14, 2009
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • April 15, 2009

14. RMD required? No documentation found for old distribution erroneously rolled into IRA

    By Barbara, March 3, 2023
    • 4 replies
    • 640 views
    • 
    • Barbara
    • March 7, 2023

15. Distribution to trust

    By J2D2, January 28, 2003
    • 4 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • January 29, 2003

16. RMD in year of distribution from PS plan

    By dmb, June 16, 2005
    • 4 replies
    • 1.2k views
    • 
    • jevd
    • June 16, 2005

17. Retired Participant & her distribution

    By Pammie57, June 28, 2017
    • 4 replies
    • 1.1k views
    • 
    • Bill Presson
    • July 6, 2017

18. Is the Oct. 3 law on Hurricane Relief on the IRS web site?

    By Scuba 401, October 6, 2017
    • 4 replies
    • 588 views
    • 
    • Scuba 401
    • October 9, 2017

19. Federal and State Income Tax Withholding

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

20. Locating Lost Participants and paying them out

    By Guest JTS1675, January 18, 2006
    • 4 replies
    • 2.1k views
    • 
    • Appleby
    • February 5, 2006

21. trust with spouse as sole beneficiary?

    By AlbanyConsultant, December 4, 2018
    • 4 replies
    • 999 views
    • 
    • Larry Starr
    • December 11, 2018

22. deemed distribution vs offset distribution

    By thepensionmaven, July 20, 2015   

    • deemed vs offset
    • 4 replies
    • 1.9k views
    • 
    • QDROphile
    • July 20, 2015

23. Is RMD required?

    By Santo Gold, June 10, 2021
    • 4 replies
    • 831 views
    • 
    • Luke Bailey
    • June 11, 2021

24. 1099-R mega backdoor Roth

    By Santo Gold, February 9, 2024
    • 4 replies
    • 3.1k views
    • 
    • Platinum
    • November 21, 2024

25. 1099r for loan

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

26. Plan Termination - uncashed checks

    By PFranckowiak, April 12, 2016
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • April 14, 2016

27. Participant Loans during a Plan Administrator Change

    By Dan, April 26, 1999
    • 4 replies
    • 1.9k views
    • 
    • Alan Simpson
    • April 28, 1999

28. Loan repayment with ACH

    By ejohnke, February 9, 2024
    • 4 replies
    • 1.3k views
    • 
    • Bantais
    • July 31, 2025

29. DB minimum distribution

    By Tom Poje, March 10, 2006
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 10, 2006

30. F&C Hardships

    By TPAnnie, April 27, 2011
    • 4 replies
    • 1.1k views
    • 
    • TPAnnie
    • April 28, 2011

31. RMD and spouse is more than 10 years younger

    By John Feldt ERPA CPC QPA, September 12, 2019   

    • rmd
    • spouse
    • (and 1 more)

      Tagged with:

      • rmd
      • spouse
      • minimum distribution
    • 4 replies
    • 1.9k views
    • 
    • Kevin C
    • September 13, 2019

32. Hardship distribution after loan taken....?

    By chris, April 8, 2004
    • 4 replies
    • 1.6k views
    • 
    • MoJo
    • April 9, 2004

33. Should Form 945 be filed showing $0?

    By Santo Gold, January 25, 2007
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • February 27, 2007

34. SECURE Act: Required Beginning Date: Actuarial Increases in DB Plans

    By rocknrolls2, February 19, 2020
    • 4 replies
    • 2k views
    • 
    • Luke Bailey
    • March 11, 2020

35. involuntary distributions

    By Guest ElKH, July 11, 2003
    • 4 replies
    • 2.1k views
    • 
    • mbozek
    • July 16, 2003

36. Calculating Earnings for a Gap Period

    By Guest msxtrme, February 16, 2005
    • 4 replies
    • 3.6k views
    • 
    • Guest
    • February 17, 2005

37. For minimum distribution, what date’s ownership counts to determine a 5%-owner?

    By Peter Gulia, August 15, 2025
    • 4 replies
    • 1.6k views
    • 
    • Peter Gulia
    • August 16, 2025

38. loan question

    By Guest mab, October 23, 2002
    • 4 replies
    • 1.5k views
    • 
    • mbozek
    • October 25, 2002

39. Hardship Withdrawals

    By Nassau, January 30, 2015
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • January 30, 2015

40. distribution to minor

    By AnnCK, May 24, 2023
    • 3 replies
    • 679 views
    • 
    • Peter Gulia
    • May 26, 2023

41. Loan Default on 12/31/2020

    By Gilmore, May 13, 2020
    • 3 replies
    • 917 views
    • 
    • Luke Bailey
    • May 19, 2020

42. Missing Participants?

    By Guest Chris May, January 9, 2003
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • January 9, 2003

43. Involuntary cash-outs at latest commencement date?

    By Guest cac1134, May 8, 2007
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 9, 2007

44. 1099 Code for Pre Tax Deferral Rolled to Roth IRA

    By BeanCounterBlues, January 13, 2009
    • 3 replies
    • 6.3k views
    • 
    • WDIK
    • January 13, 2009

45. RBD and rollover

    By ombskid, January 31, 2017
    • 3 replies
    • 616 views
    • 
    • ombskid
    • January 31, 2017

46. Rollover from Defined Benefit Plan to Defined Contribution Plan

    By Guest SCUDDESLER, September 10, 2001
    • 3 replies
    • 4.1k views
    • 
    • david rigby
    • September 10, 2001

47. Outdated Distribution Forms

    By Guest mvp, November 14, 2003
    • 3 replies
    • 1.4k views
    • 
    • FundeK
    • November 14, 2003

48. In service withdrawal for 72 year old?

    By Guest mpark, November 24, 2004
    • 3 replies
    • 1.5k views
    • 
    • WDIK
    • November 24, 2004

49. Required Minimum Distributions

    By Nassau, March 20, 2013   

    • Greater than 5-percent owner
    • 3 replies
    • 1.3k views
    • 
    • GMK
    • March 20, 2013

50. RMD

    By Egold, February 9, 2022
    • 3 replies
    • 589 views
    • 
    • Bri
    • February 9, 2022