Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Incentives to take immediate distributions

   By Guest slt, December 2, 1999
   • 3 replies
   • 1.6k views
   • 
   • QDROphile
   • January 22, 2018

2. Mandatory Force-out for <$5,000 and attained NRA.

   By Tom, October 18, 2022
   • 7 replies
   • 1.6k views
   • 
   • Luke Bailey
   • October 25, 2022

3. Payment of Federal Tax Withholding During The Year

   By mming, February 21, 2019
   • 9 replies
   • 1.6k views
   • 
   • Earl
   • February 25, 2019

4. Distributions less than $200

   By John A, October 14, 1999
   • 0 replies
   • 1.6k views
   • 
   • John A
   • October 14, 1999

5. Annual Valuation Only Profit Sharing Plan - Mid-year distributions

   By CintiTwo, September 19, 2017   

   • profit sharing
   • escrow distributions
   • (and 1 more)

     Tagged with:

     • profit sharing
     • escrow distributions
     • annual valuation
   • 5 replies
   • 1.6k views
   • 
   • CintiTwo
   • September 21, 2017

6. Loan calculator

   By SMB, September 20, 2004
   • 1 reply
   • 1.6k views
   • 
   • Lori Friedman
   • September 20, 2004

7. Default Loans

   By Guest Jim Jesikiewicz, October 8, 2001
   • 4 replies
   • 1.6k views
   • 
   • KJohnson
   • October 8, 2001

8. Participant loan - not a segregated investment

   By RatherBeGolfing, August 16, 2019
   • 14 replies
   • 1.6k views
   • 
   • Tigerket
   • August 21, 2019

9. 401k loans

   By Guest lcoop, January 31, 2000
   • 8 replies
   • 1.6k views
   • 
   • Guest
   • February 2, 2000

10. distribution timing

    By Guest asianson, August 17, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 20, 2001

11. RMD of inkind assets from DB plan

    By SoCalActuary, September 30, 2005
    • 2 replies
    • 1.6k views
    • 
    • No Name
    • October 3, 2005

12. Recordkeeping Responsibility

    By Guest jam, August 1, 2001
    • 3 replies
    • 1.6k views
    • 
    • stephen
    • August 2, 2001

13. 1099R forms not filed

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

14. Delinquent Loan Payments Due to Employer Error

    By Guest pjrieck, March 21, 2003
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • March 21, 2003

15. distribution used wrong val date

    By Guest hershey, August 29, 2001
    • 5 replies
    • 1.6k views
    • 
    • RCK
    • August 31, 2001

16. Pending DRO/ terminating plan

    By Guest SEBBH, December 10, 2009
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • December 22, 2009

17. Withholding on periodic distribution

    By bdeancpa, July 6, 2009
    • 2 replies
    • 1.6k views
    • 
    • Laura Harrington
    • July 6, 2009

18. QDROs and plan terminations

    By Guest TW2000, November 7, 2000
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • November 7, 2000

19. Another question about RMD vs. IRA Rollover

    By Guest FREE401k, May 15, 2002
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • May 16, 2002

20. Time limit on recovering erroneous FIT withholding.

    By RCK, April 19, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 20, 2002

21. RMD for owners

    By pmacduff, August 29, 2011
    • 7 replies
    • 1.6k views
    • 
    • mbozek
    • August 30, 2011

22. Does a 1099R form need to be filed for a missing participant from a te

    By Guest PatLovett, November 21, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 21, 2000

23. 457(b) plan minimum distribution rules

    By Guest Gibson, September 12, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 12, 2000

24. Pensioner is not cashing payments to avoid IRS

    By Guest Ben S, September 2, 2005
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • September 3, 2005

25. Loan to Sub-S owner: Prohibited transaction or disqualification?

    By Guest LMalone, May 24, 2001
    • 1 reply
    • 1.6k views
    • 
    • Bob R
    • May 25, 2001

26. Quarterly repayment question

    By Guest Katharine Jungkind, December 12, 2000
    • 4 replies
    • 1.6k views
    • 
    • bzorc
    • December 14, 2000

27. Improper Distribution?

    By Guest bmurphy, March 12, 2004
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 22, 2004

28. Rollover of non-employer-stock investments to money purchase plan esta

    By Dave Baker, July 20, 2000
    • 0 replies
    • 1.6k views
    • 
    • Dave Baker
    • July 20, 2000

29. 401(k) loan OK if EE already on Military Leave?

    By Guest jmarini, November 7, 2003
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • November 7, 2003

30. Taxation of after-tax RMDs

    By Guest Penny17, December 3, 2010
    • 6 replies
    • 1.6k views
    • 
    • masteff
    • December 6, 2010

31. Disregarding rollover in determining < $5,000 balance for forced payout.

    By MarZDoates, September 27, 2004
    • 3 replies
    • 1.6k views
    • 
    • Harwood
    • September 27, 2004

32. A single person onws and upside down universal life policy (7 pay). That will be surrendered. Tax Problems?

    By Guest optjjm, June 8, 2005
    • 3 replies
    • 1.6k views
    • 
    • Bird
    • June 9, 2005

33. Minor Beneficiary

    By Guest Scout, October 16, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • October 19, 2001

34. Joint and Survivor Annuities

    By MarZDoates, December 6, 2002
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • December 6, 2002

35. RMD for Deceased Owner/Spouse

    By DP, March 18, 2003
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • March 19, 2003

36. RMD not processed before rollover

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

37. PS58 and MRD's

    By TBob, January 27, 2005
    • 2 replies
    • 1.6k views
    • 
    • TBob
    • January 28, 2005

38. In-kind distribution from DB plan

    By Cloudy, December 8, 2018
    • 8 replies
    • 1.6k views
    • 
    • jpod
    • December 11, 2018

39. 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

40. RMD Calculation

    By Susan S., March 8, 2013
    • 3 replies
    • 1.6k views
    • 
    • ESOP Guy
    • March 8, 2013

41. Rollover of Employer Securities

    By Guest Gibson, June 12, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 14, 2001

42. Computation of minimum distribution period.

    By Guest datalife, June 7, 1999
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • June 18, 1999

43. Katrina 1099-R Distribution Code

    By Gruegen, October 4, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 5, 2005

44. When does the distribution occur for 1099-R and withholding purposes when you interplead a benefit?

    By Luke Bailey, December 6, 2022
    • 13 replies
    • 1.6k views
    • 
    • Luke Bailey
    • December 9, 2022

45. Plan loan and Hardship withdrawal

    By Ananda, September 2, 2022
    • 7 replies
    • 1.6k views
    • 
    • Dariadonashkina
    • October 28, 2022

46. Deemed Distributions

    By Guest terid, November 13, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • November 14, 2002

47. RMD factor below 1.0

    By TPATC, August 31, 2018   

    • rmd
    • mrd
    • (and 3 more)

      Tagged with:

      • rmd
      • mrd
      • factor below
      • minimum required
      • non-spouse
    • 8 replies
    • 1.6k views
    • 
    • Tom Poje
    • September 4, 2018

48. Extension on 1099-R?

    By AlbanyConsultant, February 4, 2009
    • 3 replies
    • 1.6k views
    • 
    • JanetM
    • February 4, 2009

49. Hardship Withdrawal question

    By Guest bmurphy, March 26, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 27, 2002

50. MRD for non-5% owner

    By jaemmons, September 11, 2002
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • September 13, 2002