Distributions and Loans, Other than QDROs

4,177 topics in this forum

1. Sole Proprietor

   By Randy Watson, February 19, 2009
   • 1 reply
   • 858 views
   • 
   • WDIK
   • February 19, 2009

2. including rollovers for cashouts

   By AKconsult, February 18, 2009
   • 2 replies
   • 1.3k views
   • 
   • Kevin C
   • February 18, 2009

3. Suspension of Benefits on Re-Employment

   By Guest TooMuchFreeTime, February 18, 2009
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • February 18, 2009

4. Can an UTMA custodian rollover into an inherited IRA?

   By Guest Rissa, February 17, 2009
   • 0 replies
   • 970 views
   • 
   • Guest
   • February 17, 2009

5. Hardship Gray Area

   By Guest Dohertmk, February 13, 2009
   • 2 replies
   • 1.5k views
   • 
   • BG5150
   • February 16, 2009

6. Loan Availability AFTAP < 80%

   By Andy the Actuary, February 13, 2009
   • 2 replies
   • 978 views
   • 
   • Kevin C
   • February 13, 2009

7. Corbel's GUST DC Proto, Basic Plan #01

   By J Simmons, January 28, 2009
   • 10 replies
   • 2k views
   • 
   • J Simmons
   • February 11, 2009

8. vested balance after partial distribution

   By Chippy, February 10, 2009
   • 5 replies
   • 2.3k views
   • 
   • Chippy
   • February 11, 2009

9. Failed ADP refund; taxed in what year?

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

10. WRERA - Participant Wants to take RMD

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

11. Direct rollover by non-spouse benficiary

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

12. hardship question

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

13. Death benefit new spouse

    By Guest Peggy806, February 5, 2009
    • 6 replies
    • 1.3k views
    • 
    • J Simmons
    • February 6, 2009

14. Loan initiated at incorrect rate

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

15. Extension on 1099-R?

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

16. PS Plan is issued a 1099-R

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

17. 1096's on red or white paper

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

18. Partial distribution and the Doc says lump sum

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

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

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

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

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

21. hardship and resumption of contributions

    By pmacduff, June 3, 2008
    • 10 replies
    • 5.9k views
    • 
    • Guest
    • January 26, 2009

22. 1099-R help for me too!

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

23. Involuntary cash outs at annuity starting date

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

24. Conflicting Loan Policy and Promissory Note

    By Guest Statler, January 23, 2009
    • 4 replies
    • 1.4k views
    • 
    • J Simmons
    • January 23, 2009

25. Hardship Distribution for short sale?

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

26. RMD Required in light of WRERA

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

27. Death Distribution

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

28. State withholding tax chart

    By BG5150, January 16, 2009
    • 3 replies
    • 3.5k views
    • 
    • david rigby
    • January 21, 2009

29. Participant Paid From Corporate Account

    By mming, January 13, 2009
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • January 19, 2009

30. 1099-R Help!

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

31. PS-58's impact on rollovers

    By Santo Gold, January 16, 2009
    • 7 replies
    • 2.1k views
    • 
    • Bird
    • January 19, 2009

32. December lump sum rates

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

33. changing involuntary distribution amount

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

34. 1099 Code for Pre Tax Deferral Rolled to Roth IRA

    By BeanCounterBlues, January 13, 2009
    • 3 replies
    • 6.4k views
    • 
    • WDIK
    • January 13, 2009

35. Investment house refused to make required minimum distribution

    By Oh so SIMPLE, January 11, 2009
    • 1 reply
    • 1.1k views
    • 
    • Bill Presson
    • January 12, 2009

36. Money Purchase Pension Plan

    By Guest Sieve, January 8, 2009
    • 2 replies
    • 1k views
    • 
    • Guest
    • January 8, 2009

37. RMD before Rollover in year before RBD?

    By CAR, November 11, 2008
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • January 6, 2009

38. Non-spouse rollovers

    By Guest Sieve, January 6, 2009
    • 2 replies
    • 4.2k views
    • 
    • Guest
    • January 6, 2009

39. Laid Off

    By Guest Rutager, January 6, 2009
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • January 6, 2009

40. 945 forms

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

41. Small Distribution Withholding Taxes

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

42. involuntary distributions

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

43. Hardship

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

44. required minimum distribution

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

45. 1099R Box 12 & Box 15

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

46. forged spousal consent

    By Guest dbvail, December 18, 2008
    • 7 replies
    • 3.5k views
    • 
    • Guest
    • December 22, 2008

47. RMD in year of death

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

48. TEFRA and RMD

    By JanetM, December 18, 2008
    • 12 replies
    • 3.8k views
    • 
    • JanetM
    • December 19, 2008

49. loan and alienation rules

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

50. Distribution from corporate checking account

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