Distributions and Loans, Other than QDROs

4,195 topics in this forum

1. Deceased Participant's Outstanding Loan

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

2. Distribution to non-resident alien procedure

   By 30Rock, February 7, 2011
   • 1 reply
   • 3.5k views
   • 
   • Nassau
   • February 9, 2011

3. RMD Payments for a deceased participant

   By Nassau, February 4, 2011
   • 0 replies
   • 1.1k views
   • 
   • Nassau
   • February 4, 2011

4. 1099-R Box 5 Reporting On Roth with loss

   By Lou S., January 31, 2011
   • 1 reply
   • 4.5k views
   • 
   • masteff
   • February 3, 2011

5. Deposit of Federal Tax Withholding From Participant Distribution

   By 415 Limit, May 17, 2010
   • 24 replies
   • 6.9k views
   • 
   • Bird
   • February 1, 2011

6. QDROs and Joinders

   By Guest SEmer1969, February 1, 2011
   • 1 reply
   • 1.5k views
   • 
   • QDROphile
   • February 1, 2011

7. in-plan Roth conversion and 1099R

   By Guest Jennyb473, January 27, 2011
   • 1 reply
   • 2k views
   • 
   • masteff
   • January 27, 2011

8. Proper dist code

   By doombuggy, January 25, 2011
   • 1 reply
   • 1.4k views
   • 
   • ACox
   • January 25, 2011

9. Donate part of minimum distribution

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

10. 1099-R for Annuity Purchase?

    By BTH, January 19, 2011
    • 3 replies
    • 1.9k views
    • 
    • BTH
    • January 20, 2011

11. How many Forms 1099-R

    By Oh so SIMPLE, January 19, 2011
    • 0 replies
    • 1.1k views
    • 
    • Oh so SIMPLE
    • January 19, 2011

12. The fun just never ends!

    By SMB, January 19, 2011
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • January 19, 2011

13. Distribution Debacle

    By doombuggy, January 19, 2011
    • 0 replies
    • 1.1k views
    • 
    • doombuggy
    • January 19, 2011

14. F945 and PTIN

    By jkharvey, January 12, 2011
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • January 17, 2011

15. EFTPS - required?

    By SheilaD, November 8, 2010
    • 3 replies
    • 2.2k views
    • 
    • Doghouse
    • January 11, 2011

16. hardship with loan balance

    By JKW, July 28, 2010
    • 7 replies
    • 2.4k views
    • 
    • masteff
    • January 3, 2011

17. paying child support from PS plan

    By Santo Gold, May 24, 2006
    • 9 replies
    • 3.1k views
    • 
    • Guest
    • January 3, 2011

18. Hardship Withdrawal for Tuition

    By Guest ChristineFL, December 28, 2010
    • 6 replies
    • 4k views
    • 
    • Guest
    • December 29, 2010

19. RMD for person on "disability"

    By BG5150, December 29, 2010
    • 0 replies
    • 1.3k views
    • 
    • BG5150
    • December 29, 2010

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

    By Effen, December 28, 2010
    • 4 replies
    • 1.1k views
    • 
    • Appleby
    • December 29, 2010

21. Year End withholding - Form 945?

    By Guest Key Lime Pie, December 28, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 28, 2010

22. Coding 1099s for Roth

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

23. Loan note for an laid off participant

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

24. How long to unwind ineligible rollover transaction?

    By Guest Pennysaver, December 22, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 22, 2010

25. RMD from SIMPLE

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

26. Distribution Timing

    By Dazednconfused, December 17, 2010
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • December 18, 2010

27. $200 withholding rule

    By BG5150, December 17, 2010
    • 3 replies
    • 2k views
    • 
    • GMK
    • December 17, 2010

28. Loan to Party in Intererst

    By TPA Bob, December 17, 2010
    • 1 reply
    • 1.2k views
    • 
    • Ron Snyder
    • December 17, 2010

29. RMD Calculation

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

30. RMD effect on death benefit eligibility

    By JBones, December 14, 2010
    • 2 replies
    • 1.6k views
    • 
    • JBones
    • December 14, 2010

31. Alternate Payee and RMD

    By ERISA25, December 14, 2010
    • 1 reply
    • 2.2k views
    • 
    • QDROphile
    • December 14, 2010

32. Withholding for beneficiary

    By ombskid, December 13, 2010
    • 4 replies
    • 1.4k views
    • 
    • ombskid
    • December 13, 2010

33. Ineligible Loan Permitted

    By Dazednconfused, December 8, 2010
    • 4 replies
    • 1.4k views
    • 
    • Dazednconfused
    • December 9, 2010

34. Signing off on hardships

    By Guest newport, December 7, 2010
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • December 7, 2010

35. Taxation of after-tax RMDs

    By Guest Penny17, December 3, 2010
    • 6 replies
    • 1.8k views
    • 
    • masteff
    • December 6, 2010

36. In-Plan Roth conversions

    By Guest Holly Foster, December 2, 2010
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • December 3, 2010

37. Providing a QJ&S example

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

38. Uncashed ESOP Dividend Payments

    By stormoj1, November 30, 2010
    • 0 replies
    • 1.4k views
    • 
    • stormoj1
    • November 30, 2010

39. Does rehire stop RMD

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

40. RMD from Roth elective deferrals

    By K2retire, November 23, 2010
    • 21 replies
    • 4k views
    • 
    • mbozek
    • November 29, 2010

41. Plan Distribution to Spouse

    By Dazednconfused, November 23, 2010
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • November 24, 2010

42. Distribution Without Social Security Number

    By Randy Watson, January 19, 2008
    • 9 replies
    • 5.3k views
    • 
    • K2retire
    • November 20, 2010

43. Form 1099-R Reporting

    By Guest JimJames, November 19, 2010
    • 1 reply
    • 1.3k views
    • 
    • pmacduff
    • November 19, 2010

44. 70 1/2 owner (RMD)

    By Scuba 401, November 18, 2010
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • November 19, 2010

45. 2008 Form 945

    By Anonymoose, November 9, 2010
    • 9 replies
    • 3.6k views
    • 
    • K2retire
    • November 15, 2010

46. rmd after rbd

    By Beemer, November 12, 2010
    • 2 replies
    • 1.5k views
    • 
    • Beemer
    • November 13, 2010

47. RMD for Fiscal Plan

    By Dazednconfused, November 11, 2010
    • 2 replies
    • 1.7k views
    • 
    • Dazednconfused
    • November 11, 2010

48. Terminate PS/ESOP Plan

    By HarleyBabe, November 11, 2010
    • 0 replies
    • 1.3k views
    • 
    • HarleyBabe
    • November 11, 2010

49. Hardship Withdrawal - Eviction Notice Required?

    By Guest JHLUBB, July 7, 2010
    • 2 replies
    • 9.8k views
    • 
    • Guest
    • November 11, 2010

50. RMD - Cash Balance Plan

    By Lou S., November 10, 2010
    • 0 replies
    • 2.2k views
    • 
    • Lou S.
    • November 10, 2010