Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Death Benefits and Outstanding Loans

   By jaxon1225, June 6, 2006
   • 3 replies
   • 1.3k views
   • 
   • Kirk Maldonado
   • June 7, 2006

2. Mandatory withholding on distribution of property

   By JustMe, October 30, 2020
   • 3 replies
   • 936 views
   • 
   • imchipbrown
   • November 3, 2020

3. QPLO reporting

   By DMcGovern, February 11, 2021
   • 3 replies
   • 822 views
   • 
   • EagerToKnow
   • June 11, 2021

4. 1099-R reporting for rehired employees?

   By AMDG, May 28, 2024
   • 3 replies
   • 601 views
   • 
   • Luke Bailey
   • May 31, 2024

5. rollover on death

   By Earl, June 29, 2017
   • 3 replies
   • 482 views
   • 
   • Earl
   • June 29, 2017

6. Roth included in basis if doc excludes roth from h/s dist

   By Guest isg2013, September 10, 2013
   • 3 replies
   • 941 views
   • 
   • Bird
   • September 11, 2013

7. state income tax withholding

   By Guest Mike Kimball, April 16, 1999
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • April 24, 1999

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

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

9. Involuntary Force out at Normal Retirement Age >$5,000

   By justanotheradmin, June 8, 2016
   • 3 replies
   • 5.2k views
   • 
   • Belgarath
   • June 9, 2016

10. Changing Distribution Elections Post-Commencement

    By Guest cac1134, September 10, 2007
    • 3 replies
    • 1.2k views
    • 
    • jpod
    • September 10, 2007

11. Accrued Contribs Included in Year-End Bal for RMD?

    By Guest ResearchGirl, November 2, 2007
    • 3 replies
    • 4.7k views
    • 
    • PLAN MAN
    • November 2, 2007

12. Distribution year for first RMD

    By Guest M. Martin, November 2, 2010
    • 3 replies
    • 2k views
    • 
    • Guest
    • November 2, 2010

13. Loans from Rollover accounts

    By imchipbrown, May 5, 1999
    • 3 replies
    • 2.2k views
    • 
    • QDROphile
    • May 6, 1999

14. Overpayment of Employer Match

    By Nassau, December 21, 2011
    • 3 replies
    • 1.5k views
    • 
    • Kevin C
    • December 21, 2011

15. IRA beneficiary deceased prior to distribution of benefits - can estate disclaim

    By BST, December 4, 2024
    • 3 replies
    • 1.1k views
    • 
    • Roycal
    • December 6, 2024

16. In service distribution for owner over 70 1/2

    By Guest EBC, February 1, 2002
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • February 5, 2002

17. Payment to joint account?

    By Carol V. Calhoun, September 11, 2015
    • 3 replies
    • 866 views
    • 
    • david rigby
    • September 13, 2015

18. Do corrective ACP refunds offset MRDs?

    By Guest TaxedToDeath, March 13, 2012
    • 3 replies
    • 937 views
    • 
    • Guest
    • March 15, 2012

19. In-Service Distribution of In-Plan Roth Conversions Prior to Age 59 1/2

    By Vlad401k, October 7, 2021
    • 3 replies
    • 1.7k views
    • 
    • Luke Bailey
    • October 8, 2021

20. Recordkeeping Responsibility

    By Guest jam, August 1, 2001
    • 3 replies
    • 1.6k views
    • 
    • stephen
    • August 2, 2001

21. IRS Withholding on min. req. distrib.

    By Guest dlm, May 17, 1999
    • 2 replies
    • 1.7k views
    • 
    • Ervin Barham
    • May 18, 1999

22. 402(f) Rollover Notice

    By Guest bobolink, April 15, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 15, 2009

23. Electronic filing and mismatch of ID # on 1099-R

    By Bird, March 10, 2005
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • March 16, 2005

24. Disabled Participant Unable to Repay loan

    By emmetttrudy, October 6, 2011
    • 2 replies
    • 1.2k views
    • 
    • ESOP Guy
    • October 7, 2011

25. 1 Year Wait to be Deemed a "Spouse"

    By ERISA1, October 23, 2013   

    • What Approach Are You Taking?
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • October 25, 2013

26. Maximum Number of Outstanding Loans

    By bzorc, December 22, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 23, 2011

27. Terminated participant with outstanding loan balance

    By Guest pay, June 4, 1999
    • 2 replies
    • 2.8k views
    • 
    • Wessex
    • June 9, 1999

28. Cash Out, Forfeiture, Repayment & Roth!

    By BTH, February 18
    • 2 replies
    • 1.8k views
    • 
    • casey72
    • February 19

29. Can a safe harbor 401(k) plan allow participants to take loans from th

    By John A, May 25, 2001
    • 2 replies
    • 8.5k views
    • 
    • Guest
    • April 25, 2002

30. Maximum Loan Calculation

    By Guest KMP, December 22, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 22, 2003

31. hardship question

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

32. Uniform table for RMD's?

    By Guest RONNIE WASEL, November 12, 2002
    • 2 replies
    • 1k views
    • 
    • Guest
    • November 13, 2002

33. Distribution Fees

    By Guest Bill Schulze, June 9, 1999
    • 2 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • June 11, 1999

34. Loan software question!

    By Guest JimP, September 21, 2000
    • 2 replies
    • 1.6k views
    • 
    • Gadgetfreak
    • September 8, 2008

35. Refund of mistaken contribution

    By Guest ETodd, October 2, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 4, 2003

36. Rollover to a Roth IRA

    By Guest jetfaninmn, October 6, 2006
    • 2 replies
    • 1.2k views
    • 
    • doombuggy
    • October 9, 2006

37. Is there a statute of limitations on RMDs?

    By Guest Kathleen Fouquet, October 25, 2001
    • 2 replies
    • 3.1k views
    • 
    • Mary Kay Foss
    • October 25, 2001

38. Safe-Harbor hardship distribution

    By Guest bmurphy, August 27, 2002
    • 2 replies
    • 2.1k views
    • 
    • mbozek
    • August 27, 2002

39. Failed ADP refund; taxed in what year?

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

40. Late Loan Default

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

41. 1099-R Requirement (Roth and pre-tax monies)

    By Basically, December 11, 2023
    • 2 replies
    • 760 views
    • 
    • Basically
    • December 12, 2023

42. Late RMDs: Is There a Notification Requirement?

    By Übernerd, November 21, 2005
    • 2 replies
    • 3.3k views
    • 
    • Übernerd
    • January 18, 2006

43. Partial Distributions - Protected Benefit?

    By Guest mainer, December 1, 2006
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • June 18, 2009

44. Missed Loan Payments

    By Dazednconfused, November 3, 2010
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • November 4, 2010

45. Large Partial Distributions

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

46. Loans made inconsistent with loan policly

    By Nancy D, October 13, 2017
    • 2 replies
    • 595 views
    • 
    • Nancy D
    • October 13, 2017

47. 70 1/2 distributions with after tax money

    By Guest willlouty, August 27, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 27, 2002

48. involuntary consent to distribution

    By Guest pjalazo, January 31, 2005
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • January 31, 2005

49. Terminated Plan

    By Randy Watson, June 13, 2007
    • 2 replies
    • 1.2k views
    • 
    • Randy Watson
    • June 13, 2007

50. Waiver of RMDs - 2009

    By PJ2009, September 8, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • September 8, 2009