Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Help with 945-X "Administrative Error"

   By Sleuth, March 25, 2019   

   • 945-x
   • 1 reply
   • 561 views
   • 
   • Bird
   • March 26, 2019

2. Help--can a 501(c)(18) dist be rolled to an IRA?

   By Guest danmar, March 15, 1999
   • 0 replies
   • 2.4k views
   • 
   • Guest
   • March 15, 1999

3. HELP--The Retroactive Payment Rule

   By Guest Adam Stone, March 15, 1999
   • 1 reply
   • 2.1k views
   • 
   • david rigby
   • March 27, 1999

4. HIPPA & Hardship Withdrawals

   By Guest CSTS, May 14, 2009
   • 5 replies
   • 5.3k views
   • 
   • card
   • January 29, 2018

5. Historical Applicable Federal Rates

   By Guest TheBadger, December 5, 2004
   • 2 replies
   • 2k views
   • 
   • GBurns
   • December 5, 2004

6. Home Loan Refinance

   By BTH, March 4, 2014
   • 2 replies
   • 1.1k views
   • 
   • masteff
   • March 5, 2014

7. Home Purchase

   By Guest Donell, March 29, 2012
   • 1 reply
   • 861 views
   • 
   • GBurns
   • March 29, 2012

8. Home Purchase - Loan Program Follows Hardship Rules

   By BeanCounterBlues, June 6, 2012
   • 12 replies
   • 3.6k views
   • 
   • BG5150
   • June 8, 2012

9. Home Repair

   By Guest Donell, May 22, 2012
   • 3 replies
   • 1.7k views
   • 
   • QDROphile
   • May 22, 2012

10. Housing Allowance & RMD

    By ErisaGooroo, November 2, 2018
    • 19 replies
    • 4.6k views
    • 
    • Kevin C
    • November 8, 2018

11. how are folks handling taxable/nontaxable portions of partial direct rollovers in light of Notice 2009-68?

    By msimpson, July 23, 2014   

    • rollovers
    • taxable
    • (and 2 more)

      Tagged with:

      • rollovers
      • taxable
      • nontaxable
      • 402(f) notice
    • 10 replies
    • 1.9k views
    • 
    • msimpson
    • September 18, 2014

12. How are other employers implementing GATT -- what criteria to use in c

    By Dave Baker, June 8, 1999
    • 5 replies
    • 2.2k views
    • 
    • david rigby
    • June 11, 1999

13. How can Plan distribute a contribution receivable from employer compan

    By Moe Howard, August 18, 2000
    • 1 reply
    • 2.7k views
    • 
    • Dave Baker
    • August 22, 2000

14. How do new required minimum distribution rules affect DB plans?

    By dmb, February 13, 2001
    • 0 replies
    • 1.4k views
    • 
    • dmb
    • February 13, 2001

15. How do PS-58 costs affect a distribution?

    By John A, September 15, 2000
    • 3 replies
    • 2.7k views
    • 
    • John A
    • September 18, 2000

16. How Do These Guys Do It?

    By mming, February 7, 2006
    • 6 replies
    • 2k views
    • 
    • jevd
    • February 9, 2006

17. How do you apply the 10% early distribution penalty to distribution of Employer stock?

    By k man, June 21, 2005
    • 13 replies
    • 2.5k views
    • 
    • Kirk Maldonado
    • June 23, 2005

18. How do you determine if a new loan is considered a “replacement loan”?

    By MarZDoates, February 9, 2006
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • February 22, 2006

19. How do you determine stock attribution held by a limited partnership?

    By Guest HelpMeHelpYou, July 6, 2005
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • July 11, 2005

20. How do you get a refund/credit of a participant's prior year's federal tax withholding?

    By Guest cicday, March 17, 2005
    • 5 replies
    • 1.9k views
    • 
    • Bird
    • March 18, 2005

21. How do you handle that a participant’s account changes from less than $1,000 to more than $1,000?

    By Peter Gulia, September 28, 2022   

    • 401(a)(31); involuntary distribution; cash-out
    • 10 replies
    • 1.3k views
    • 
    • Peter Gulia
    • October 5, 2022

22. How do you use Rev Rul 69-277 after Notice 2014-54?

    By msimpson, May 7, 2015   

    • after tax contributions
    • distributing after tax
    • 4 replies
    • 3.7k views
    • 
    • msimpson
    • May 7, 2015

23. How does "legal separation" status affect retirement plans?

    By John A, July 6, 2000
    • 1 reply
    • 5k views
    • 
    • pjkoehler
    • July 6, 2000

24. How does a prohibited transaction loan get corrected if the participan

    By John A, April 16, 2001
    • 1 reply
    • 1.6k views
    • 
    • Bill Berke
    • April 17, 2001

25. How hard is it to get the IRS to waive the 50% penalty for a missed RMD?

    By Übernerd, March 2, 2005
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • January 18, 2006

26. How is life expectancy determined for purposes of calculating maximum

    By Michael Devault, January 31, 2000
    • 1 reply
    • 2k views
    • 
    • John A
    • January 31, 2000

27. How is the maximum loan amount calculated when there is more than one

    By John A, December 14, 1999
    • 1 reply
    • 1.4k views
    • 
    • Dawn Hafner
    • December 14, 1999

28. How long to unwind ineligible rollover transaction?

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

29. How long to wait after asking SSA to send letters?

    By BG5150, March 25, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 28, 2009

30. How many 1099-Rs for death benefit? Cash value portion is rolled over.

    By Flyboyjohn, May 8, 2015
    • 5 replies
    • 1.1k views
    • 
    • Bird
    • May 9, 2015

31. How many Forms 1099-R

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

32. How Much Security for Loans -

    By namealreadyinuse, June 14, 2006
    • 1 reply
    • 1.2k views
    • 
    • Leopurrd
    • June 14, 2006

33. How much to forfeit - Forfeiture Break in Service

    By MarZDoates, January 16, 2015
    • 3 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • January 16, 2015

34. How should on-going minimum required distributions be calculated when

    By John A, May 2, 2000
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • May 2, 2000

35. How to allocate distribution between taxable and nontaxable

    By jkharvey, November 16, 2001
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • November 19, 2001

36. How to Calculate Accrued Interest on Deemed Distribution for 1099-R

    By Guest dyoder, January 12, 2004
    • 1 reply
    • 3.9k views
    • 
    • ccassetty
    • January 12, 2004

37. How to correct an overpayment, using EPCRS 2016-51

    By AlbanyConsultant, July 24, 2017
    • 4 replies
    • 2k views
    • 
    • ESOP Guy
    • July 25, 2017

38. How to correct distribution from 401(k) plan to participant whose empl

    By Guest Ed Walker, October 26, 2000
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • October 27, 2000

39. How to correct loan violation for owner-employee

    By Guest phil2004, March 8, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 8, 2004

40. How to distribute balance over $5,000 - Plan Terminating

    By Leopurrd, December 29, 2004
    • 2 replies
    • 2.3k views
    • 
    • Leopurrd
    • December 30, 2004

41. How to distribute deceased part's acct. to beneficiary in BWI

    By Kathy, September 10, 2004
    • 3 replies
    • 1.3k views
    • 
    • Kathy
    • September 27, 2004

42. How to distribute vested benefits to illegal aliens?

    By JDuns, January 30, 2003
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • January 30, 2003

43. How to do RMD Account Value Calculation when Account Includes Participant Loan?

    By The 402"(G)", March 29, 2017
    • 24 replies
    • 6.5k views
    • 
    • K2
    • April 4, 2017

44. How to enforce RMD requirements?

    By Carol V. Calhoun, August 12, 2022
    • 9 replies
    • 1.6k views
    • 
    • Luke Bailey
    • August 15, 2022

45. How to get withholding from distributions to IRS

    By Alan Simpson, April 3, 2000
    • 4 replies
    • 1.4k views
    • 
    • John A
    • April 7, 2000

46. How to proceed when distributions taken but not allowed

    By Guest FLALADY, June 14, 2006
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • June 14, 2006

47. How to report distribution

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

48. How to set up secondary beneficiaries in dC qjsa plan

    By TPApril, December 7, 2014
    • 6 replies
    • 1.1k views
    • 
    • mbozek
    • December 10, 2014

49. HS to buy house-what if closing falls thru?

    By doombuggy, February 29, 2016   

    • hardship
    • 1 reply
    • 807 views
    • 
    • GMK
    • February 29, 2016

50. Hurricane Katrina Loans and Harships

    By Guest maac3, September 20, 2005
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • September 21, 2005