Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. 401(k) distributions

   By Guest Rosyw, September 23, 2002
   • 8 replies
   • 1.6k views
   • 
   • QDROphile
   • September 24, 2002

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

   By Peter Gulia, March 19, 2024
   • 3 replies
   • 1.6k views
   • 
   • Paul I
   • March 20, 2024

3. RMD for owners

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

4. 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

5. Quarterly repayment question

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

6. Missing partic: where do you send the 1099?

   By BG5150, May 3, 2021
   • 6 replies
   • 1.6k views
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   • Bill Presson
   • May 5, 2021

7. Minor Beneficiary

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

8. Delinquent Loan Payments Due to Employer Error

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

9. Improper Distribution?

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

10. PS58 and MRD's

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

11. 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

12. Partial Distribution

    By PFranckowiak, December 18, 2017
    • 7 replies
    • 1.6k views
    • 
    • PFranckowiak
    • December 20, 2017

13. Loan payments and participant on strike.

    By FundeK, March 15, 2004
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • March 15, 2004

14. 457(b) plan minimum distribution rules

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

15. 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

16. Pensioner is not cashing payments to avoid IRS

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

17. 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

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

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

19. 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

20. RMD Calculation

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

21. 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

22. 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

23. RMD from a Traditional IRA

    By Guest Annette Leerhoff, September 1, 2011
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • September 1, 2011

24. Computation of minimum distribution period.

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

25. Deceased Participant With Outstanding Loan

    By bzorc, July 25, 2006
    • 1 reply
    • 1.6k views
    • 
    • RTK
    • July 25, 2006

26. 401k loan default questions.

    By larrybhunter, January 21, 2021
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • January 22, 2021

27. Deemed Distributions

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

28. Taxation of after-tax RMDs

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

29. Joint and Survivor Annuities

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

30. MRD for non-5% owner

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

31. Extension on 1099-R?

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

32. Rollover of Employer Securities

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

33. Direct rollover even without distribution event?

    By ERISA guy, March 3, 2023
    • 5 replies
    • 1.6k views
    • 
    • joel
    • March 7, 2023

34. Notices and Elections

    By WDIK, June 5, 2003
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 6, 2003

35. Is there a penalty for not remitting tax witholding on distributions electronically?

    By Santo Gold, February 28, 2005
    • 4 replies
    • 1.6k views
    • 
    • Jim Chad
    • February 28, 2005

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

    By M Norton, August 3, 2009
    • 4 replies
    • 1.6k views
    • 
    • rcline46
    • August 4, 2009

37. RMD for Deceased Owner/Spouse

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

38. Hardship Withdrawal question

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

39. Return of over-distribution

    By Guest Bill, July 22, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • July 26, 1999

40. 1099-R Code

    By msmith, October 11, 2017
    • 5 replies
    • 1.6k views
    • 
    • msmith
    • October 12, 2017

41. What distribution options do children (under 18) have after participan

    By Guest John Sample, December 3, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 4, 2000

42. Hardship Distribution for short sale?

    By Lou S., January 21, 2009
    • 11 replies
    • 1.6k views
    • 
    • Lou S.
    • January 22, 2009

43. Final Regulations Issued: Crediting of Tax Basis on Defaulted Particip

    By Dave Baker, August 1, 2000
    • 0 replies
    • 1.6k views
    • 
    • Dave Baker
    • August 1, 2000

44. Valuing pre-retirement lump sum distributions from DB plan

    By Guest Sashimi, August 25, 2009
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • August 26, 2009

45. Divorced in 1991 with No QDRO but 1/2 Pension to Exwife

    By simpsonwpc, October 15, 2015   

    • QDRO
    • WA Divorce 1991
    • (and 1 more)

      Tagged with:

      • QDRO
      • WA Divorce 1991
      • Prudential Merged Retirement
    • 5 replies
    • 1.6k views
    • 
    • jpod
    • October 19, 2015

46. Corp pays WD then reimbursed from trust

    By Penman2006, August 11, 2009
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • August 12, 2009

47. Need to find Notice 97-10

    By Richard Anderson, October 25, 2000
    • 1 reply
    • 1.6k views
    • 
    • Everett Moreland
    • October 25, 2000

48. RMD to Active Participant and Designated Beneficiary

    By Guest Grumpy455, October 4, 2005
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • October 4, 2005

49. Duty to Investigate Rollover Payee?

    By Guest FREE401k, September 17, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 19, 2001

50. Withholding in Error From Previous Tax Year

    By Guest GordonJ, August 5, 2005
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • August 8, 2005