Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Is there a way to reduce the payment amount in a series of substantial

   By maverick, April 1, 2002
   • 7 replies
   • 1.8k views
   • 
   • Appleby
   • April 16, 2002

2. Is there any rollover that is not a rollover under any State’s tax law?

   By Peter Gulia, August 13, 2023
   • 7 replies
   • 1.2k views
   • 
   • CuseFan
   • August 16, 2023

3. Is there any way to force a distribution for over $5000 account

   By Guest mpark, August 24, 2004
   • 3 replies
   • 1.4k views
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   • Harwood
   • August 24, 2004

4. Is there such a thing as a "loan rollover"?

   By FundeK, March 3, 2004
   • 5 replies
   • 3.2k views
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   • E as in ERISA
   • March 5, 2004

5. Is this a Qualified Plan Loan Offset (QPLO)?

   By bvhea, May 7, 2021
   • 4 replies
   • 2.1k views
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   • Luke Bailey
   • May 11, 2021

6. Is this legal? Plan assets to Pay IRS liability

   By Guest BravelyObey, October 25, 2005
   • 3 replies
   • 1.8k views
   • 
   • mbozek
   • October 27, 2005

7. Is this loan really to pay for the purchase of a primary residence?

   By AlbanyConsultant, August 11, 2017
   • 19 replies
   • 5.1k views
   • 
   • ricopenthouse
   • July 4, 2022

8. is this one loan or two??

   By maverick, August 5, 2002
   • 5 replies
   • 1.5k views
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   • actuarysmith
   • August 9, 2002

9. Is this really a "Distribution", requiring a 1099?

   By Guest Happy Actuary, August 12, 2004
   • 3 replies
   • 1.3k views
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   • mbozek
   • August 12, 2004

10. Is this really a participant loan?

    By K2retire, September 22, 2009
    • 5 replies
    • 1.2k views
    • 
    • K2retire
    • September 23, 2009

11. Is this RMD still required?

    By Santo Gold, November 22, 2021
    • 12 replies
    • 1.6k views
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    • RatherBeGolfing
    • December 27, 2021

12. Is Trustee Required to Report Home Loan Interest?

    By Guest Phil L, January 9, 2000
    • 5 replies
    • 1.9k views
    • 
    • masteff
    • February 3, 2016

13. ISW before RMD

    By TBob, May 27, 2010
    • 4 replies
    • 1.4k views
    • 
    • GMK
    • May 28, 2010

14. ISW delayed, now maybe the EE will terminate?

    By AlbanyConsultant, September 27, 2019
    • 2 replies
    • 682 views
    • 
    • Peter Gulia
    • September 27, 2019

15. ISW from Integrated Plan?

    By JButtrick, March 1, 2007
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • March 7, 2007

16. ISW provision required to take more than RMD?

    By Guest Connie H, October 16, 2008
    • 1 reply
    • 845 views
    • 
    • Guest
    • October 16, 2008

17. J&S Outside U.S.

    By Nate X, August 30, 2016   

    • J&S
    • spousal consent
    • 2 replies
    • 938 views
    • 
    • Nate X
    • August 31, 2016

18. J&S Survivor predeceses participant

    By Guest Jeff Hewett, May 16, 2002
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • May 19, 2002

19. January 2020 RMD Distribution

    By Gilmore, June 9, 2020
    • 22 replies
    • 1.3k views
    • 
    • Luke Bailey
    • June 11, 2020

20. John Hancock distributions

    By Bird, April 17, 2006
    • 5 replies
    • 2.5k views
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    • Ron Snyder
    • April 18, 2006

21. Joint & Survivor Annuity-Terminated Plan

    By BTH, November 27, 2002
    • 8 replies
    • 2k views
    • 
    • Guest
    • December 3, 2002

22. Joint and Survivor Annuities

    By MarZDoates, December 6, 2002
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • December 6, 2002

23. Joint Life and Last Survivor Expectancy Table

    By Archimage, April 11, 2022
    • 1 reply
    • 799 views
    • 
    • Mike Preston
    • April 11, 2022

24. Katrina

    By Felicia, October 3, 2005
    • 0 replies
    • 1.2k views
    • 
    • Felicia
    • October 3, 2005

25. Katrina 1099-R Distribution Code

    By Gruegen, October 4, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 5, 2005

26. KETRA

    By Guest tajcc, January 5, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 5, 2007

27. Laid Off

    By Guest Rutager, January 6, 2009
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • January 6, 2009

28. Land Purchase

    By Guest Donell, February 16, 2012
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • February 17, 2012

29. Large Partial Distributions

    By mming, July 14, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 15, 2004

30. Las Vegas Ex-plasterer Early Ret @ 32 Needs Info On Cashing In Pension

    By Guest vegasgem, February 16, 2002
    • 6 replies
    • 2k views
    • 
    • Guest
    • February 18, 2002

31. last check, tax reporting and withholding

    By Guest puzzled, January 11, 2013   

    • pension
    • withholding
    • (and 7 more)

      Tagged with:

      • pension
      • withholding
      • beneficiary
      • last check
      • final benefit payment
      • reissue
      • constructive
      • 1099-R
      • taxation
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 11, 2013

32. Late 1099-R

    By kevind2010, March 15, 2012
    • 7 replies
    • 7.5k views
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    • Bird
    • March 11, 2013

33. late 1099-R

    By Guest m.n.ouellette, March 13, 2003
    • 1 reply
    • 1.2k views
    • 
    • maverick
    • March 13, 2003

34. Late 402(g) refund--1099-R question

    By BG5150, December 12, 2022
    • 7 replies
    • 1.8k views
    • 
    • Luke Bailey
    • December 20, 2022

35. Late distribution

    By DTH, September 13, 2002
    • 4 replies
    • 1.7k views
    • 
    • mbozek
    • September 16, 2002

36. Late Distributions from MPPP

    By chris, October 29, 2007
    • 5 replies
    • 1.4k views
    • 
    • chris
    • November 3, 2007

37. Late Form 945 penalty?

    By Guest The Pension Kid, February 16, 2006
    • 2 replies
    • 6.8k views
    • 
    • Bird
    • February 16, 2006

38. Late Loan Default

    By Guest KMP, June 12, 2009
    • 2 replies
    • 2.1k views
    • 
    • Tom Poje
    • January 28, 2010

39. late loan repayments en masse

    By Santo Gold, October 2, 2008
    • 21 replies
    • 6.1k views
    • 
    • Kimberly S
    • October 7, 2008

40. Late required minimum distribution

    By Guest jc1457, August 12, 2007
    • 1 reply
    • 1.7k views
    • 
    • masteff
    • August 13, 2007

41. Late RMD

    By doombuggy, February 7, 2014
    • 10 replies
    • 2.3k views
    • 
    • Belgarath
    • February 18, 2014

42. Late RMD

    By Coleboy1, January 3, 2024
    • 4 replies
    • 2.1k views
    • 
    • Lou S.
    • January 5, 2024

43. late RMD - which age factor to use

    By M Norton, May 17, 2019
    • 1 reply
    • 805 views
    • 
    • spiritrider
    • May 17, 2019

44. Late RMD - which year for 1099?

    By Guest Rider, April 7, 2006
    • 3 replies
    • 1.5k views
    • 
    • jevd
    • April 10, 2006

45. Late RMDs and Failure to Elect Form of Benefit

    By AAS2, March 23, 2017   

    • rmd
    • 1 reply
    • 931 views
    • 
    • CuseFan
    • March 24, 2017

46. Late RMDs: Is There a Notification Requirement?

    By Übernerd, November 21, 2005
    • 2 replies
    • 3.4k views
    • 
    • Übernerd
    • January 18, 2006

47. latest permissible term date

    By ccassetty, June 6, 2003
    • 0 replies
    • 1.2k views
    • 
    • ccassetty
    • June 6, 2003

48. latest possible loan repayment start date

    By justanotheradmin, July 11, 2014
    • 10 replies
    • 3.8k views
    • 
    • BG5150
    • July 15, 2014

49. Lease to Purchase

    By Guest Donell, February 27, 2012
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • February 28, 2012

50. Leave of Absence Loan Payment Suspensions

    By Guest Pennysaver, February 17, 2012
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 17, 2012