Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Valuing pre-retirement lump sum distributions from DB plan

   By Guest Sashimi, August 25, 2009
   • 3 replies
   • 1.6k views
   • 
   • Mike Preston
   • August 26, 2009

2. Lump Sum payment - 100% witholding

   By Guest RJM, April 1, 2004
   • 3 replies
   • 1.3k views
   • 
   • Harwood
   • April 1, 2004

3. Plan Loan -- Change from monthly payments to bi-weekly payments

   By Guest boecar, February 9, 2007
   • 3 replies
   • 1.7k views
   • 
   • JanetM
   • February 9, 2007

4. Paid before distribution determination date - correction options?

   By AlbanyConsultant, August 4, 2014
   • 3 replies
   • 990 views
   • 
   • masteff
   • August 6, 2014

5. RMD for spousal beneficiary

   By pmacduff, December 19, 2022
   • 3 replies
   • 424 views
   • 
   • Bird
   • December 20, 2022

6. Terminated ptp with loan balance

   By alexa, March 17, 2004
   • 3 replies
   • 1.6k views
   • 
   • FundeK
   • March 17, 2004

7. 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

8. Loans and death

   By Guest jetfaninmn, November 16, 2006
   • 3 replies
   • 1.4k views
   • 
   • JanetM
   • November 30, 2006

9. RMD for 75 year old owner with new ps plan

   By UtahCPA-APA, February 2, 2016   

   • RMD
   • profit sharing
   • (and 1 more)

     Tagged with:

     • RMD
     • profit sharing
     • Required beginning date
   • 3 replies
   • 1.3k views
   • 
   • masteff
   • February 3, 2016

10. FIT submitted in error

    By Guest GregSelf, March 8, 2000
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 10, 2000

11. Required Beginning Date for RMD

    By mming, December 8, 2011
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • December 9, 2011

12. DC plan deceased participant with no beneficiary

    By doombuggy, December 7, 2015
    • 3 replies
    • 2.1k views
    • 
    • Peter Gulia
    • January 28, 2016

13. Can participant direct that her lump sum distribution be payable to a

    By R. Butler, May 17, 2001
    • 3 replies
    • 1.4k views
    • 
    • R. Butler
    • May 18, 2001

14. Software for electronic filing of 1099R

    By Monica Barnard, October 24, 2007
    • 3 replies
    • 1.4k views
    • 
    • Monica Barnard
    • October 25, 2007

15. Distribution of employee after-tax - no rollover

    By PMC, February 27, 2012
    • 3 replies
    • 1.3k views
    • 
    • GMK
    • February 27, 2012

16. 1099-R and post age 55 distribution

    By pmacduff, August 9, 2017
    • 3 replies
    • 831 views
    • 
    • pmacduff
    • August 9, 2017

17. Defaulted Loan - 1099R incorrect

    By Chalk R. Palin, August 24, 2011
    • 3 replies
    • 2.2k views
    • 
    • Chalk R. Palin
    • August 26, 2011

18. 401(k) Loan - Borrow PRE or POST tax money?

    By John Olsen, March 12, 2000
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • March 20, 2000

19. Options for Defaulted Loan

    By JOH, September 17, 2021
    • 3 replies
    • 462 views
    • 
    • JOH
    • September 20, 2021

20. Force Out Upon Plan Termination?

    By Alonzo, March 22, 2000
    • 3 replies
    • 3.8k views
    • 
    • Alan Simpson
    • March 23, 2000

21. Distribution of insurance primer?

    By BG5150, January 14, 2022
    • 3 replies
    • 952 views
    • 
    • Bird
    • January 17, 2022

22. Two different cashout limits under plan - how apply?

    By Guest TaxedToDeath, August 13, 2012
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • August 14, 2012

23. 401(k) Deceased Participant

    By Guest Alan L Fry, November 28, 2001
    • 3 replies
    • 1.8k views
    • 
    • KIP KRAUS
    • December 3, 2001

24. in-service non hardship distributions

    By thepensionmaven, November 17, 2006
    • 3 replies
    • 2k views
    • 
    • JanetM
    • November 17, 2006

25. Rollover due to Disability

    By Christine Roberts, April 4, 2000
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • April 6, 2000

26. What to do if beneficiary of deceased participant is not responding and we have no SSN for the beneficiary?

    By jkharvey, July 11, 2024
    • 3 replies
    • 991 views
    • 
    • Bill Presson
    • July 11, 2024

27. What does "retired" mean for purposes of RMD?

    By M Norton, October 26, 2010
    • 3 replies
    • 2.9k views
    • 
    • M Norton
    • October 26, 2010

28. periodic payments vs required minimum distributions

    By M Norton, August 18, 2020
    • 3 replies
    • 839 views
    • 
    • M Norton
    • August 19, 2020

29. Hardship Distribution

    By Belgarath, June 14, 2017   

    • adult
    • non-dependent child
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • June 14, 2017

30. Can last year's distributions count towards 1st RMD?

    By Guest Jensen, March 30, 2007
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • April 2, 2007

31. Distribution Fee Charged to Participant

    By nancy, March 7, 2008
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 10, 2008

32. distribution for employee receiving severence pay

    By pmacduff, January 23, 2012
    • 3 replies
    • 1.1k views
    • 
    • pmacduff
    • January 24, 2012

33. Substantially equal and eligible rollover contributions

    By Belgarath, January 13, 2017
    • 3 replies
    • 940 views
    • 
    • Belgarath
    • January 13, 2017

34. Loan Repayments

    By Guest SBlack, November 30, 2000
    • 3 replies
    • 1.5k views
    • 
    • R. Butler
    • December 1, 2000

35. When has an owner terminated employment for purposes of being entitled

    By John A, April 10, 2000
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • October 25, 2000

36. distribution fees

    By pmacduff, September 26, 2006
    • 3 replies
    • 1.5k views
    • 
    • Leopurrd
    • September 29, 2006

37. Force out small balances

    By pmacduff, June 28, 2007
    • 3 replies
    • 2.2k views
    • 
    • JanetM
    • June 29, 2007

38. TEFRA 242(b) Election

    By 12AX7, January 24, 2012
    • 3 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • January 24, 2012

39. Hardship Help!

    By Guest Jon Bachman, May 13, 2005
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 13, 2005

40. RMD after rollover

    By TPA2015, September 29, 2017   

    • rmd rollover
    • 3 replies
    • 621 views
    • 
    • CuseFan
    • September 29, 2017

41. Loan Repayments Admist COVID-19

    By JOH, March 23, 2020
    • 3 replies
    • 559 views
    • 
    • Larry Starr
    • March 23, 2020

42. Lump Sum Cash Distribution Returned to the Plan - Corrected 1099-R?

    By Chris.Y, March 23, 2020   

    • 1099-r
    • lump sum distributions
    • (and 1 more)

      Tagged with:

      • 1099-r
      • lump sum distributions
      • correction
    • 3 replies
    • 630 views
    • 
    • Larry Starr
    • March 23, 2020

43. Employee 401k Funds Ques. - Company "Going Under"

    By Guest nroth, July 5, 2001
    • 3 replies
    • 1.5k views
    • 
    • MoJo
    • July 5, 2001

44. Changes in treatment of cash distributions to rollover

    By Guest PaulaRafferty, July 29, 2004
    • 3 replies
    • 986 views
    • 
    • MGB
    • July 29, 2004

45. RMD

    By Guest jama, December 16, 2009
    • 3 replies
    • 2.1k views
    • 
    • BG5150
    • December 17, 2009

46. Problem getting a death certificate

    By doombuggy, August 3, 2010
    • 3 replies
    • 1.6k views
    • 
    • doombuggy
    • August 3, 2010

47. Tax withholding sent to IRS in error

    By Guest Lawrenceg, February 6, 2006
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 6, 2006

48. Another pesky loan question - Can you rollover an outstanding loan?

    By Guest Powers, March 28, 2002
    • 3 replies
    • 2.3k views
    • 
    • KJohnson
    • March 28, 2002

49. RMD age 70.5

    By Lori H, June 28, 2007
    • 3 replies
    • 1.9k views
    • 
    • Belgarath
    • June 29, 2007

50. nonspouse rollover question

    By Earl, September 27, 2006
    • 3 replies
    • 1.5k views
    • 
    • Earl
    • September 27, 2006