Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Failed ADP refund; taxed in what year?

   By Richard Anderson, February 6, 2009
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • February 10, 2009

2. WRERA - Participant Wants to take RMD

   By Guest ResearchGirl, February 2, 2009
   • 12 replies
   • 2.2k views
   • 
   • jlea
   • February 9, 2009

3. Direct rollover by non-spouse benficiary

   By SMB, February 3, 2009
   • 6 replies
   • 1.3k views
   • 
   • SMB
   • February 6, 2009

4. hardship question

   By Guest nynaeve, February 6, 2009
   • 2 replies
   • 1.4k views
   • 
   • Kevin C
   • February 6, 2009

5. Death benefit new spouse

   By Guest Peggy806, February 5, 2009
   • 6 replies
   • 1.2k views
   • 
   • J Simmons
   • February 6, 2009

6. Loan initiated at incorrect rate

   By Guest Holly Foster, December 20, 2008
   • 4 replies
   • 1.4k views
   • 
   • J Simmons
   • February 5, 2009

7. Extension on 1099-R?

   By AlbanyConsultant, February 4, 2009
   • 3 replies
   • 1.6k views
   • 
   • JanetM
   • February 4, 2009

8. PS Plan is issued a 1099-R

   By Santo Gold, February 3, 2009
   • 2 replies
   • 1.1k views
   • 
   • JanetM
   • February 3, 2009

9. 1096's on red or white paper

   By Jim Chad, February 3, 2009
   • 2 replies
   • 982 views
   • 
   • Jim Chad
   • February 3, 2009

10. Partial distribution and the Doc says lump sum

    By Jim Chad, January 31, 2009
    • 1 reply
    • 961 views
    • 
    • K2retire
    • January 31, 2009

11. Penalty(?) for sending out a 1099-R late?

    By BG5150, January 30, 2009
    • 1 reply
    • 7.7k views
    • 
    • david rigby
    • January 30, 2009

12. Can Part change election to w/draw eecwi?

    By Guest SuzieQNEC, January 27, 2009
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • January 27, 2009

13. hardship and resumption of contributions

    By pmacduff, June 3, 2008
    • 10 replies
    • 5.8k views
    • 
    • Guest
    • January 26, 2009

14. 1099-R help for me too!

    By pmacduff, January 19, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 25, 2009

15. Involuntary cash outs at annuity starting date

    By Guest K.C., January 23, 2009
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • January 23, 2009

16. Conflicting Loan Policy and Promissory Note

    By Guest Statler, January 23, 2009
    • 4 replies
    • 1.2k views
    • 
    • J Simmons
    • January 23, 2009

17. Hardship Distribution for short sale?

    By Lou S., January 21, 2009
    • 11 replies
    • 1.6k views
    • 
    • Lou S.
    • January 22, 2009

18. RMD Required in light of WRERA

    By jkharvey, January 22, 2009
    • 2 replies
    • 974 views
    • 
    • Kevin C
    • January 22, 2009

19. Death Distribution

    By J Simmons, January 20, 2009
    • 6 replies
    • 1.6k views
    • 
    • jevd
    • January 21, 2009

20. State withholding tax chart

    By BG5150, January 16, 2009
    • 3 replies
    • 3.4k views
    • 
    • david rigby
    • January 21, 2009

21. Participant Paid From Corporate Account

    By mming, January 13, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • January 19, 2009

22. 1099-R Help!

    By ag780, January 17, 2009
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • January 19, 2009

23. PS-58's impact on rollovers

    By Santo Gold, January 16, 2009
    • 7 replies
    • 2k views
    • 
    • Bird
    • January 19, 2009

24. December lump sum rates

    By Guest SuzieQNEC, January 16, 2009
    • 1 reply
    • 885 views
    • 
    • david rigby
    • January 16, 2009

25. changing involuntary distribution amount

    By Santo Gold, January 14, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 14, 2009

26. 1099 Code for Pre Tax Deferral Rolled to Roth IRA

    By BeanCounterBlues, January 13, 2009
    • 3 replies
    • 6.3k views
    • 
    • WDIK
    • January 13, 2009

27. Investment house refused to make required minimum distribution

    By Oh so SIMPLE, January 11, 2009
    • 1 reply
    • 1k views
    • 
    • Bill Presson
    • January 12, 2009

28. Money Purchase Pension Plan

    By Guest Sieve, January 8, 2009
    • 2 replies
    • 983 views
    • 
    • Guest
    • January 8, 2009

29. RMD before Rollover in year before RBD?

    By CAR, November 11, 2008
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • January 6, 2009

30. Non-spouse rollovers

    By Guest Sieve, January 6, 2009
    • 2 replies
    • 4.1k views
    • 
    • Guest
    • January 6, 2009

31. Laid Off

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

32. 945 forms

    By pmacduff, December 30, 2008
    • 3 replies
    • 1.1k views
    • 
    • pmacduff
    • January 6, 2009

33. Small Distribution Withholding Taxes

    By Below Ground, January 5, 2009
    • 5 replies
    • 1.2k views
    • 
    • Below Ground
    • January 6, 2009

34. involuntary distributions

    By Santo Gold, December 23, 2008
    • 5 replies
    • 1.7k views
    • 
    • QDROphile
    • December 31, 2008

35. Hardship

    By HarleyBabe, December 29, 2008
    • 5 replies
    • 2.2k views
    • 
    • HarleyBabe
    • December 30, 2008

36. required minimum distribution

    By Santo Gold, December 23, 2008
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • December 23, 2008

37. 1099R Box 12 & Box 15

    By Guest GordonJ, December 22, 2008
    • 1 reply
    • 2.8k views
    • 
    • JanetM
    • December 22, 2008

38. forged spousal consent

    By Guest dbvail, December 18, 2008
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • December 22, 2008

39. RMD in year of death

    By M Norton, December 18, 2008
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 21, 2008

40. TEFRA and RMD

    By JanetM, December 18, 2008
    • 12 replies
    • 3.7k views
    • 
    • JanetM
    • December 19, 2008

41. loan and alienation rules

    By Guest erisaattorney, December 17, 2008
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • December 17, 2008

42. Distribution from corporate checking account

    By Guest persie, December 16, 2008
    • 7 replies
    • 1.9k views
    • 
    • BG5150
    • December 17, 2008

43. Mother a primary beneficiary for hardship

    By Guest Holly Foster, December 16, 2008
    • 1 reply
    • 1k views
    • 
    • K2retire
    • December 17, 2008

44. RMD not taken one year, does it affect next year's?

    By BG5150, December 12, 2008
    • 1 reply
    • 1k views
    • 
    • Guest
    • December 12, 2008

45. RMD in new defined benefit plan with past service

    By Guest DCquestioner, December 9, 2008
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • December 12, 2008

46. Lost Earnings on Distribuion Error

    By Guest toddez, December 11, 2008
    • 0 replies
    • 891 views
    • 
    • Guest
    • December 11, 2008

47. Exactly WHY is this transaction wrong?

    By AlbanyConsultant, December 10, 2008
    • 10 replies
    • 1.6k views
    • 
    • Guest
    • December 11, 2008

48. lost terminated participant

    By Guest lip, December 10, 2008
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • December 11, 2008

49. who is the beneficiary

    By Guest lip, December 10, 2008
    • 5 replies
    • 1.3k views
    • 
    • J Simmons
    • December 11, 2008

50. Distribution to beneficiary & mandatory withholding

    By BG5150, December 9, 2008
    • 2 replies
    • 1.2k views
    • 
    • rcline46
    • December 9, 2008