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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

  1. Excess Deferral Processed After 4/15

    By DTH,
    • 0 replies
    • 1.5k views
    • DTH
    • DTH

  2. Very Small - Under $10 - Balances

    By ljr,
    • 2 replies
    • 1.5k views

  3. 402g excess

    By pmacduff,
    • 3 replies
    • 1.5k views

  4. "WHEN $2MILLION IS NOT ENOUGH" by: SCOTT BURNS

    By jlf,
    • 1 reply
    • 1.5k views
    • jlf
    • jlf

  5. minimum distributions

    By Belgarath,
    • 1 reply
    • 1.5k views

  6. Loan Repayments

    By Guest SBlack,
    • 3 replies
    • 1.5k views

  7. Loan or prohibited transaction

    By Lori H,
    • 3 replies
    • 1.5k views

  8. Can an owner, who no longer works for the company but is receiving W-2

    By Guest hpaine,
    • 6 replies
    • 1.5k views

  9. Distribution to Husband/participant; Wife back in Mexico

    By Guest PenProTx,
    • 1 reply
    • 1.5k views

  10. MRD to Spouse(benef.)

    By David,
    • 1 reply
    • 1.5k views

  11. RMD after participant death

    By Santo Gold,
    • 7 replies
    • 1.5k views

  12. Must distributions must be suspended because definition of RBD has cha

    By smm,
    • 1 reply
    • 1.5k views

  13. Amendment eliminating cash out distributions

    By Richard Anderson,
    • 2 replies
    • 1.5k views

  14. NY State Mandatory Withholding?

    By Penman2006,
    • 4 replies
    • 1.5k views

  15. Participant Loans

    By k man,
    • 2 replies
    • 1.5k views

  16. Interest on Distributions

    By Guest Star Seeker,
    • 5 replies
    • 1.5k views

  17. 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,
    • 3 replies
    • 1.5k views

  18. Soldiers' and Sailors' Civil Relief Act

    By Guest CJK,
    • 2 replies
    • 1.5k views
    • RCK
    • RCK

  19. Is there a difference in taxable amount if a plan surrenders a life in

    By John A,
    • 0 replies
    • 1.5k views

  20. loan question

    By Guest mab,
    • 4 replies
    • 1.5k views

  21. 401k Rollover Requested (RMD Reqired)

    By Vlad401k,
    • 6 replies
    • 1.5k views

  22. RMD - spouse of 5% owner

    By SMB,
    • 1 reply
    • 1.5k views

  23. Hardship dist... 401K plans only?

    By K-t-F,
    • 2 replies
    • 1.5k views

  24. IRS Code for In-Plan After-Tax to Roth Conversion

    By Vlad401k,
    • 2 replies
    • 1.5k views

  25. Hardship availability after taking a loan

    By Guest tajcc,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  26. No Estate

    By BTG,
    • 7 replies
    • 1.5k views

  27. Any definite IRS authority on written amendment requirement for automatic rollover?

    By Guest LMalone,
    • 9 replies
    • 1.5k views
    • smm
    • smm

  28. Hardship for family member to prevent foreclosure

    By pam@bbm,
    • 5 replies
    • 1.5k views

  29. Equal periodic Payments - payments - monthly or annually

    By Guest jgarner,
    • 2 replies
    • 1.5k views

  30. Distribution to Atty-in-Fact During Divorce

    By chris,
    • 6 replies
    • 1.5k views

  31. Minimum distributions- is the default election to defer MRD if no elec

    By Guest William Lehman,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  32. distribution fees

    By Guest tlc@cra,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  33. Distribution Requested in 2012; Paid in 2013

    By Guest ELomotan,   
    • 2 replies
    • 1.5k views

  34. Force payouts above $1000

    By TPAnnie,
    • 2 replies
    • 1.5k views

  35. RMD for non-profits

    By Santo Gold,
    • 1 reply
    • 1.5k views

  36. 1099-R Excess contribution for Roth

    By Guest JOR,
    • 3 replies
    • 1.5k views

  37. Should employer revalue?

    By John A,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  38. Special Tax Notice

    By RCK,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  39. Incorrect 401(k) Rollover to IRA

    By Kattdogg12,
    • 3 replies
    • 1.5k views

  40. If a participant in a 401(k) plan terminates at age 60 with an account

    By Guest TWR,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  41. Distributions when there is creation of a joint venture

    By Guest LDH1,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  42. ROTH deferrals and ROTH conversions

    By Basically,
    • 5 replies
    • 1.5k views

  43. Loan coupons at termination

    By Guest kfel,
    • 1 reply
    • 1.5k views

  44. Pension Bill/ Non-Spouse Beneficiary

    By Guest Gompers,
    • 1 reply
    • 1.5k views

  45. RMD--participant consent needed?

    By BG5150,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  46. 1099-R: being the payer and the payee at the same time

    By AlbanyConsultant,
    • 5 replies
    • 1.5k views

  47. Hardship Withdrawal for Overdue Student Loan Repayments?

    By EPCRSGuru,
    • 8 replies
    • 1.5k views

  48. Loans in Default

    By Guest Kmoha@aol.com,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  49. Interpretation of bene des

    By Bird,
    • 1 reply
    • 1.5k views

  50. Social Security and Medicare Tax/Lump Sum Distrib.

    By Guest Amanda Davis,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest
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