Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Premature Distribution Penalty applicable to distribution from Disqualified Plan?

   By Guest Pennysaver, May 11, 2011
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • May 11, 2011

2. Loan default, deemed, offset, tax withholding, balance payable

   By TPApril, May 7, 2011
   • 2 replies
   • 2.8k views
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   • TPApril
   • May 9, 2011

3. disaster relief - April tornadoes in Alabama, etc.

   By M Norton, May 6, 2011
   • 1 reply
   • 789 views
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   • Bill Presson
   • May 6, 2011

4. Age 70 1/2 Distribution

   By DP, May 5, 2011
   • 9 replies
   • 2.1k views
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   • masteff
   • May 6, 2011

5. Distribution Fees

   By Guest lvisco, May 5, 2011
   • 1 reply
   • 940 views
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   • GMK
   • May 5, 2011

6. Paying RMDs to incarcerated individual

   By msimpson, May 3, 2011
   • 1 reply
   • 1.6k views
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   • Peter Gulia
   • May 4, 2011

7. Age 55 Exception

   By BTH, March 28, 2011
   • 6 replies
   • 2.5k views
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   • Guest
   • April 28, 2011

8. F&C Hardships

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

9. Distributions - paid out incorrectly...who makes plan whole?

   By Guest Stacey Potts, March 16, 2011
   • 2 replies
   • 1.3k views
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   • ESOP Guy
   • April 22, 2011

10. Extra Payments on Plan Loans

    By ERISA13, April 11, 2011
    • 1 reply
    • 1.6k views
    • 
    • PensionPro
    • April 11, 2011

11. distribution from related employer

    By Golgi, April 5, 2011
    • 1 reply
    • 943 views
    • 
    • QDROphile
    • April 5, 2011

12. Tax withholding and reporting on escheated funds

    By Oh so SIMPLE, April 1, 2011
    • 1 reply
    • 4.3k views
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    • Jim Norman
    • April 2, 2011

13. Hardship Withdrawal from Deferral Source

    By Dazednconfused, March 24, 2011
    • 2 replies
    • 1.4k views
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    • Guest
    • March 24, 2011

14. RMD from DB plan when plan is terminating

    By dmb, March 22, 2011
    • 0 replies
    • 935 views
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    • dmb
    • March 22, 2011

15. Beneficiary not US citizen

    By BG5150, March 17, 2011
    • 1 reply
    • 1.7k views
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    • mbozek
    • March 17, 2011

16. Employer Not Submitting Payments Withheld on My Check

    By Guest curtis1007, June 9, 2010
    • 7 replies
    • 4.4k views
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    • J. Bringhurst
    • March 16, 2011

17. Form of benefit allowed in doc but not at asset carrier

    By BG5150, March 7, 2011
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • March 8, 2011

18. Spousal rollover from 403b to 401k

    By Guest Peggy806, February 28, 2011
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • March 5, 2011

19. Roth IRA conversion from pre-tax and Roth 401(k)

    By Guest Quacka, February 27, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 4, 2011

20. Participant Signature on Excess Contrib Withdrawals

    By BG5150, March 1, 2011
    • 2 replies
    • 1.1k views
    • 
    • Bill Presson
    • March 2, 2011

21. Hardship Withdrawals

    By Nassau, February 23, 2011
    • 2 replies
    • 1.2k views
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    • Nassau
    • February 23, 2011

22. Loan payment on severance package

    By Guest sugar daddy, February 22, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 22, 2011

23. Multiple Beneficiaries Primary and Contingent

    By TBob, February 21, 2011
    • 2 replies
    • 1.8k views
    • 
    • masteff
    • February 21, 2011

24. Repayment of impermissible hardship withdrawal

    By dcoderre, February 17, 2011
    • 0 replies
    • 1.8k views
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    • dcoderre
    • February 17, 2011

25. Hardship Withdrawal

    By Nassau, February 15, 2011
    • 4 replies
    • 1.6k views
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    • Guest
    • February 15, 2011

26. Trustee is refusing to sign

    By Dazednconfused, February 8, 2011
    • 13 replies
    • 2k views
    • 
    • BG5150
    • February 15, 2011

27. Deceased Participant's account balance

    By Nassau, February 10, 2011
    • 5 replies
    • 1.5k views
    • 
    • Peter Gulia
    • February 11, 2011

28. Deceased Participant's Outstanding Loan

    By Nassau, February 9, 2011
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • February 9, 2011

29. Distribution to non-resident alien procedure

    By 30Rock, February 7, 2011
    • 1 reply
    • 3k views
    • 
    • Nassau
    • February 9, 2011

30. RMD Payments for a deceased participant

    By Nassau, February 4, 2011
    • 0 replies
    • 986 views
    • 
    • Nassau
    • February 4, 2011

31. 1099-R Box 5 Reporting On Roth with loss

    By Lou S., January 31, 2011
    • 1 reply
    • 3.9k views
    • 
    • masteff
    • February 3, 2011

32. Deposit of Federal Tax Withholding From Participant Distribution

    By 415 Limit, May 17, 2010
    • 24 replies
    • 6.3k views
    • 
    • Bird
    • February 1, 2011

33. QDROs and Joinders

    By Guest SEmer1969, February 1, 2011
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • February 1, 2011

34. in-plan Roth conversion and 1099R

    By Guest Jennyb473, January 27, 2011
    • 1 reply
    • 1.9k views
    • 
    • masteff
    • January 27, 2011

35. Proper dist code

    By doombuggy, January 25, 2011
    • 1 reply
    • 1.3k views
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    • ACox
    • January 25, 2011

36. Donate part of minimum distribution

    By SheilaD, January 20, 2011
    • 1 reply
    • 859 views
    • 
    • david rigby
    • January 20, 2011

37. 1099-R for Annuity Purchase?

    By BTH, January 19, 2011
    • 3 replies
    • 1.7k views
    • 
    • BTH
    • January 20, 2011

38. How many Forms 1099-R

    By Oh so SIMPLE, January 19, 2011
    • 0 replies
    • 887 views
    • 
    • Oh so SIMPLE
    • January 19, 2011

39. The fun just never ends!

    By SMB, January 19, 2011
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • January 19, 2011

40. Distribution Debacle

    By doombuggy, January 19, 2011
    • 0 replies
    • 994 views
    • 
    • doombuggy
    • January 19, 2011

41. F945 and PTIN

    By jkharvey, January 12, 2011
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • January 17, 2011

42. EFTPS - required?

    By SheilaD, November 8, 2010
    • 3 replies
    • 2k views
    • 
    • Doghouse
    • January 11, 2011

43. hardship with loan balance

    By JKW, July 28, 2010
    • 7 replies
    • 2.2k views
    • 
    • masteff
    • January 3, 2011

44. paying child support from PS plan

    By Santo Gold, May 24, 2006
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • January 3, 2011

45. Hardship Withdrawal for Tuition

    By Guest ChristineFL, December 28, 2010
    • 6 replies
    • 3.8k views
    • 
    • Guest
    • December 29, 2010

46. RMD for person on "disability"

    By BG5150, December 29, 2010
    • 0 replies
    • 1.2k views
    • 
    • BG5150
    • December 29, 2010

47. Can beneficiary roll distribution into participant's 401k

    By Effen, December 28, 2010
    • 4 replies
    • 942 views
    • 
    • Appleby
    • December 29, 2010

48. Year End withholding - Form 945?

    By Guest Key Lime Pie, December 28, 2010
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 28, 2010

49. Coding 1099s for Roth

    By Jim Chad, December 22, 2010
    • 0 replies
    • 897 views
    • 
    • Jim Chad
    • December 22, 2010

50. Loan note for an laid off participant

    By Santo Gold, December 22, 2010
    • 0 replies
    • 848 views
    • 
    • Santo Gold
    • December 22, 2010