Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Death benefit payable to estate

   By Belgarath, January 20, 2011
   • 4 replies
   • 2.4k views
   • 
   • david rigby
   • June 10, 2011

2. Donate part of minimum distribution

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

3. How many Forms 1099-R

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

4. 1099-R for Annuity Purchase?

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

5. Distribution Debacle

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

6. The fun just never ends!

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

7. F945 and PTIN

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

8. RMD for person on "disability"

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

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

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

10. Hardship Withdrawal for Tuition

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

11. Year End withholding - Form 945?

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

12. Coding 1099s for Roth

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

13. Loan note for an laid off participant

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

14. How long to unwind ineligible rollover transaction?

    By Guest Pennysaver, December 22, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 22, 2010

15. RMD from SIMPLE

    By ombskid, December 21, 2010
    • 1 reply
    • 754 views
    • 
    • Guest
    • December 21, 2010

16. $200 withholding rule

    By BG5150, December 17, 2010
    • 3 replies
    • 1.9k views
    • 
    • GMK
    • December 17, 2010

17. Distribution Timing

    By Dazednconfused, December 17, 2010
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • December 18, 2010

18. Loan to Party in Intererst

    By TPA Bob, December 17, 2010
    • 1 reply
    • 1k views
    • 
    • Ron Snyder
    • December 17, 2010

19. RMD Calculation

    By Earl, December 16, 2010
    • 1 reply
    • 934 views
    • 
    • masteff
    • December 16, 2010

20. RMD effect on death benefit eligibility

    By JBones, December 14, 2010
    • 2 replies
    • 1.4k views
    • 
    • JBones
    • December 14, 2010

21. Alternate Payee and RMD

    By ERISA25, December 14, 2010
    • 1 reply
    • 2k views
    • 
    • QDROphile
    • December 14, 2010

22. Withholding for beneficiary

    By ombskid, December 13, 2010
    • 4 replies
    • 1.3k views
    • 
    • ombskid
    • December 13, 2010

23. Ineligible Loan Permitted

    By Dazednconfused, December 8, 2010
    • 4 replies
    • 1.2k views
    • 
    • Dazednconfused
    • December 9, 2010

24. Signing off on hardships

    By Guest newport, December 7, 2010
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • December 7, 2010

25. Taxation of after-tax RMDs

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

26. RMD and in-service distribution

    By Guest Jennyb473, December 3, 2010
    • 32 replies
    • 17.7k views
    • 
    • joel
    • August 11, 2013

27. In-Plan Roth conversions

    By Guest Holly Foster, December 2, 2010
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • December 3, 2010

28. Providing a QJ&S example

    By AlbanyConsultant, November 30, 2010
    • 1 reply
    • 903 views
    • 
    • Bird
    • November 30, 2010

29. Uncashed ESOP Dividend Payments

    By stormoj1, November 30, 2010
    • 0 replies
    • 1.3k views
    • 
    • stormoj1
    • November 30, 2010

30. Does rehire stop RMD

    By Richard Anderson, November 30, 2010
    • 0 replies
    • 1.8k views
    • 
    • Richard Anderson
    • November 30, 2010

31. Plan Distribution to Spouse

    By Dazednconfused, November 23, 2010
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • November 24, 2010

32. RMD from Roth elective deferrals

    By K2retire, November 23, 2010
    • 21 replies
    • 3.5k views
    • 
    • mbozek
    • November 29, 2010

33. Form 1099-R Reporting

    By Guest JimJames, November 19, 2010
    • 1 reply
    • 1.2k views
    • 
    • pmacduff
    • November 19, 2010

34. 70 1/2 owner (RMD)

    By Scuba 401, November 18, 2010
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • November 19, 2010

35. Auto Rollover available?

    By Sully, November 18, 2010
    • 2 replies
    • 1.3k views
    • 
    • justanotheradmin
    • November 8, 2013

36. rmd after rbd

    By Beemer, November 12, 2010
    • 2 replies
    • 1.4k views
    • 
    • Beemer
    • November 13, 2010

37. RMD for Fiscal Plan

    By Dazednconfused, November 11, 2010
    • 2 replies
    • 1.6k views
    • 
    • Dazednconfused
    • November 11, 2010

38. Terminate PS/ESOP Plan

    By HarleyBabe, November 11, 2010
    • 0 replies
    • 1.2k views
    • 
    • HarleyBabe
    • November 11, 2010

39. RMD - Cash Balance Plan

    By Lou S., November 10, 2010
    • 0 replies
    • 2.1k views
    • 
    • Lou S.
    • November 10, 2010

40. 2008 Form 945

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

41. Loan limits

    By Guest Sieve, November 8, 2010
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • November 9, 2010

42. EFTPS - required?

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

43. RMD--participant consent needed?

    By BG5150, November 5, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 5, 2010

44. Missed Loan Payments

    By Dazednconfused, November 3, 2010
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • November 4, 2010

45. RMD question

    By BG5150, November 2, 2010
    • 1 reply
    • 854 views
    • 
    • masteff
    • November 2, 2010

46. Distribution year for first RMD

    By Guest M. Martin, November 2, 2010
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • November 2, 2010

47. Life Insurance Proceeds and 1099R

    By Guest Richard Scheer, November 1, 2010
    • 4 replies
    • 2.5k views
    • 
    • Bird
    • November 3, 2010

48. Loan past the 5 Years?

    By PFranckowiak, November 1, 2010
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • November 1, 2010

49. insurance premiums paid too early

    By R. Butler, October 27, 2010
    • 3 replies
    • 969 views
    • 
    • R. Butler
    • October 28, 2010

50. tpa firm distribution account

    By R. Butler, October 27, 2010
    • 4 replies
    • 1.4k views
    • 
    • SMB
    • October 28, 2010