Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. 1099-R for Annuity Purchase?

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

2. Rollover of Cash, Deemed Distribution of Loan - what to payout?

   By Guest SuzieQNEC, June 26, 2008
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • June 27, 2008

3. New Loan after Defaulted Loan

   By Dougsbpc, December 2, 2015
   • 3 replies
   • 1.5k views
   • 
   • 401_noob
   • December 3, 2015

4. Allocate LOSS to after-tax contributions

   By Guest esi-jht, August 29, 2006
   • 3 replies
   • 1.2k views
   • 
   • rcline46
   • August 29, 2006

5. Loan to Participant with Zero Balance

   By John Feldt ERPA CPC QPA, July 14, 2016   

   • no balance
   • excess loan
   • (and 1 more)

     Tagged with:

     • no balance
     • excess loan
     • rollover
   • 3 replies
   • 797 views
   • 
   • hr for me
   • July 14, 2016

6. Participant can calculate Required Minimum Distribution under new rule

   By John A, March 12, 2001
   • 3 replies
   • 1.8k views
   • 
   • John A
   • March 13, 2001

7. Collectively Bargained Money Purchase Plan - Deemed Retirement

   By rocknrolls2, October 8, 2019
   • 3 replies
   • 732 views
   • 
   • Luke Bailey
   • October 8, 2019

8. COVID Distribution - Partial Pay Back in 2020

   By Gilmore, April 22, 2020
   • 3 replies
   • 1.2k views
   • 
   • Gilmore
   • April 23, 2020

9. 2024 Required Minimum Distributions - Roth Only

   By R Griffith, March 7, 2024
   • 3 replies
   • 1.3k views
   • 
   • Appleby
   • March 15, 2024

10. Lost Participant Search

    By TBob, October 23, 2007
    • 3 replies
    • 1.7k views
    • 
    • Belgarath
    • October 24, 2007

11. Plan owned insurance policy, premiums paid by loan

    By kwalified, September 17, 2012
    • 3 replies
    • 981 views
    • 
    • Guest
    • September 20, 2012

12. Surviving Spouse and Disclaimer of Benefits

    By mal, March 15, 2020
    • 3 replies
    • 1.4k views
    • 
    • AKconsult
    • March 19, 2020

13. New or old RMD rules if death in prior year?

    By John A, August 10, 2001
    • 3 replies
    • 1.8k views
    • 
    • Belgarath
    • August 10, 2001

14. Ever hear of "pension maximization"? Can one do this?

    By Guest amfam2, July 2, 2001
    • 3 replies
    • 1.4k views
    • 
    • MGB
    • July 6, 2001

15. Outstanding loans/Death Distributions

    By Guest Cookiemonster, August 12, 2003
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 12, 2003

16. A Puzzle - need a site or reference as well as your opinions - PLEASE

    By Erik Read, November 4, 2005
    • 3 replies
    • 2k views
    • 
    • saabraa
    • November 11, 2005

17. RMD

    By CJS07, December 6, 2011
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • December 6, 2011

18. 1099r - roth conversion

    By Beemer, January 13, 2014   

    • 1099r roth
    • 3 replies
    • 1.2k views
    • 
    • Beemer
    • January 13, 2014

19. 401k cash out after job loss for hardship

    By Chinabloo, April 13, 2018
    • 3 replies
    • 989 views
    • 
    • Loves401(k)
    • April 13, 2018

20. Rolling Over Installment Payments Made For Less Than 10 Years

    By Guest dyoder, March 22, 2005
    • 3 replies
    • 3.7k views
    • 
    • david rigby
    • March 23, 2005

21. Max loan ammount..

    By cjldad, November 7, 2017
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • November 12, 2017

22. Distribution and Loan Offset Exceeds $100,000 limit

    By Vlad401k, April 23, 2020
    • 3 replies
    • 696 views
    • 
    • Larry Starr
    • April 23, 2020

23. Corporation or Trust as Beneficiary?

    By Guest Hedwig, October 15, 2003
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • October 24, 2003

24. Whose responsibility for 1099?

    By BG5150, March 8, 2024
    • 3 replies
    • 1.2k views
    • 
    • Paul I
    • March 8, 2024

25. taxation on partial in-service roth distribution

    By pmacduff, June 6, 2018
    • 3 replies
    • 944 views
    • 
    • pmacduff
    • June 13, 2018

26. Subtantially equal payments impossible.

    By imchipbrown, January 31, 2001
    • 3 replies
    • 2k views
    • 
    • Michael Devault
    • February 1, 2001

27. PPA Shrinks Pension?

    By Guest WantsToLearn, March 29, 2007
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • March 30, 2007

28. RMD from a terminating profit sharing plan

    By Jakyasar, August 11, 2020
    • 3 replies
    • 739 views
    • 
    • Larry Starr
    • August 12, 2020

29. LUMP SUM DISTRIBUTIONS AND 10-YEAR AVERAGING.

    By KJohnson, February 23, 2000
    • 3 replies
    • 1.6k views
    • 
    • KJohnson
    • February 23, 2000

30. non-spouse beneficiary IRA to Plan OK?

    By Earl, June 8, 2017
    • 3 replies
    • 837 views
    • 
    • david rigby
    • June 8, 2017

31. Involuntary Distributions - Timing

    By Will.I.Am, December 4, 2019
    • 3 replies
    • 693 views
    • 
    • Luke Bailey
    • December 5, 2019

32. What date is used for start of maximum 5-year repayment period for a p

    By John A, April 25, 2001
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 8, 2001

33. Direct rollover of loan note

    By Belgarath, August 22, 2019
    • 3 replies
    • 789 views
    • 
    • Belgarath
    • August 23, 2019

34. 1099-R questions... (unfortunately not filed)

    By Basically, March 20, 2025
    • 3 replies
    • 1.5k views
    • 
    • Paul I
    • March 20, 2025

35. Hardship to buy ex-spouse's share of home

    By Bird, June 30, 2008
    • 3 replies
    • 2.3k views
    • 
    • david rigby
    • July 21, 2008

36. RMD under 5-Year Rule

    By GMK, September 19, 2014
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • September 19, 2014

37. 1099-R question

    By Scuba 401, February 18, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 19, 2003

38. "Reasonable time" requirement for principal residence loan

    By Medusa, July 2, 2001
    • 3 replies
    • 2.9k views
    • 
    • Earl
    • July 9, 2001

39. Loan Term Limit

    By Guest mczet, August 13, 2001
    • 3 replies
    • 1.6k views
    • 
    • R. Butler
    • August 14, 2001

40. Require Letter of Testamentary for Distribution on Death?

    By tsrl01, December 9, 2020
    • 3 replies
    • 1.3k views
    • 
    • hr for me
    • December 9, 2020

41. Lump Sum Window for Missing Participants

    By BTG, July 20, 2021
    • 3 replies
    • 926 views
    • 
    • BTG
    • July 28, 2021

42. 2000 rollover check issued to mutual fund has not been cashed. Participant now wants cash distribution. Okay to to reissue check to participant (less withholding) and correct 2000 1099-R?

    By Guest dyoder, November 5, 2003
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • November 7, 2003

43. 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

44. In-service and 5 years participation

    By Ajillity, June 25, 2019
    • 3 replies
    • 970 views
    • 
    • Ajillity
    • June 27, 2019

45. Is there a problem if the company receiving a rollover check well with

    By John A, February 21, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 23, 2001

46. Can a participant in a plan that only allows one loan do a refinance?

    By FundeK, November 6, 2003
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • November 7, 2003

47. 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

48. COVID distributions

    By pmacduff, August 12, 2020
    • 3 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • August 14, 2020

49. Required Minimum Distribution for 5-percent Owner????

    By Guest RMM, March 3, 2000
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • December 3, 2002

50. ROTH Distribution, Taxable?

    By Basically, April 25, 2023
    • 3 replies
    • 848 views
    • 
    • Basically
    • May 4, 2023