Distributions and Loans, Other than QDROs

4,204 topics in this forum

1. Distribution in error after break in service, rehire

   By Guest taxpractor, July 2, 2008
   • 1 reply
   • 1.8k views
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   • Guest
   • July 3, 2008

2. 2-parter

   By SMB, July 1, 2008
   • 2 replies
   • 1.4k views
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   • david rigby
   • July 1, 2008

3. Rollover of Cash, Deemed Distribution of Loan - what to payout?

   By Guest SuzieQNEC, June 26, 2008
   • 3 replies
   • 2.6k views
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   • Guest
   • June 27, 2008

4. Hardship and Medical Expenses

   By DP, June 25, 2008
   • 2 replies
   • 2.5k views
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   • masteff
   • June 25, 2008

5. Loans and RMDs

   By CJS07, June 25, 2008
   • 1 reply
   • 1.3k views
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   • jevd
   • June 25, 2008

6. Plan Loan Question

   By Guest meeh3704, June 18, 2008
   • 1 reply
   • 1.5k views
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   • JanetM
   • June 19, 2008

7. Hardship Distributions

   By Archimage, June 18, 2008
   • 3 replies
   • 1.4k views
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   • GMK
   • June 18, 2008

8. Hardship distribution 401k vs profit sharing

   By ombskid, June 11, 2008
   • 6 replies
   • 2.5k views
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   • Bird
   • June 13, 2008

9. Hardship - Documentation

   By Guest EricWings, June 12, 2008
   • 2 replies
   • 2.4k views
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   • masteff
   • June 13, 2008

10. Alien Beneficiary

    By Below Ground, June 11, 2008
    • 5 replies
    • 1.8k views
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    • Below Ground
    • June 12, 2008

11. RMD prior to rolling $ out of plan?

    By CJS07, June 11, 2008
    • 1 reply
    • 2.1k views
    • 
    • jevd
    • June 11, 2008

12. Mandatory withholdings - Keogh plan distributions

    By Lori Friedman, June 6, 2008
    • 3 replies
    • 3.2k views
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    • Appleby
    • June 7, 2008

13. Confused about hardship w/d sources

    By Guest dhall, June 6, 2008
    • 1 reply
    • 1.2k views
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    • Kimberly S
    • June 6, 2008

14. Roll to Roth 2008-30

    By JanetM, June 4, 2008
    • 5 replies
    • 1.8k views
    • 
    • masteff
    • June 5, 2008

15. Rollable portion of corrective distribution

    By Young Curmudgeon, June 2, 2008
    • 0 replies
    • 1.2k views
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    • Young Curmudgeon
    • June 2, 2008

16. After tax basis preservation

    By Guest Sabadee!, May 29, 2008
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 29, 2008

17. Loan Refinancing

    By MoShawn, May 22, 2008
    • 13 replies
    • 2.8k views
    • 
    • QDROphile
    • May 28, 2008

18. Owner Loan

    By Guest EricWings, May 20, 2008
    • 7 replies
    • 1.7k views
    • 
    • Mike Preston
    • May 21, 2008

19. Really Old Loan

    By ak2ary, May 14, 2008
    • 32 replies
    • 5.7k views
    • 
    • Mike Preston
    • May 20, 2008

20. Distribution involving after tax contributions

    By Dennis Povloski, May 20, 2008
    • 0 replies
    • 1.1k views
    • 
    • Dennis Povloski
    • May 20, 2008

21. Taxation of After Tax Distributions

    By Guest LKeener, May 19, 2008
    • 7 replies
    • 3.3k views
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    • Mike Preston
    • May 20, 2008

22. Money Purchase Plan: Termination and Distribution

    By Guest benefitstudent, May 19, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 19, 2008

23. Spousal Consent-Hardship

    By BTH, May 15, 2008
    • 1 reply
    • 2.3k views
    • 
    • J Simmons
    • May 15, 2008

24. Plan Loan Default During USERRA Service

    By Guest Grumpy456, May 13, 2008
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 13, 2008

25. Beneficiary non-US citizen - How do we report 1099?

    By commishvp, May 12, 2008
    • 3 replies
    • 2.8k views
    • 
    • Appleby
    • May 12, 2008

26. Roth Qualified Distribution

    By DTH, May 12, 2008
    • 1 reply
    • 1.4k views
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    • Kimberly S
    • May 12, 2008

27. Wrong interest rate applied to 401(k)k loan.

    By KIP KRAUS, June 9, 1999
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 12, 2008

28. Hardship standards in an AccuDraft doc

    By doombuggy, May 8, 2008
    • 5 replies
    • 2.3k views
    • 
    • masteff
    • May 9, 2008

29. Automatic Rollovers for those who do not respond

    By Guest EPS2, May 6, 2008
    • 1 reply
    • 1.5k views
    • 
    • Below Ground
    • May 6, 2008

30. Pre 87 after tax contributions

    By Guest Retirement4Life, April 29, 2008
    • 1 reply
    • 5.5k views
    • 
    • jevd
    • April 29, 2008

31. Tangible Assets

    By Guest m.n.ouellette, April 29, 2008
    • 3 replies
    • 1.7k views
    • 
    • masteff
    • April 29, 2008

32. Loan Default, Deemed Dist'n, Ongoing Repayments?

    By Guest Iwonder, September 26, 2007
    • 4 replies
    • 3k views
    • 
    • Guest
    • April 28, 2008

33. Accelerated Payments

    By Dennis Povloski, April 25, 2008
    • 2 replies
    • 1.8k views
    • 
    • masteff
    • April 25, 2008

34. Pre Retirement Distributions from Money Purchase Plan

    By Guest JD698, April 24, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 24, 2008

35. Loan for non participant from their rollover?

    By CJS07, April 22, 2008
    • 3 replies
    • 2.1k views
    • 
    • masteff
    • April 22, 2008

36. Corrrective 401(a)(9) distribution

    By Young Curmudgeon, April 18, 2008
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • April 18, 2008

37. disability payout

    By Guest lip, April 16, 2008
    • 6 replies
    • 2.3k views
    • 
    • Everett Moreland
    • April 17, 2008

38. Mandatory Distribution of After-Tax Contributions?

    By Übernerd, April 10, 2008
    • 12 replies
    • 3k views
    • 
    • Übernerd
    • April 16, 2008

39. Tax withholding on corrective distribution

    By Guest Judy S, April 11, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 11, 2008

40. In-Kind Distribution of Real Estate

    By Guest pm01, April 10, 2008
    • 1 reply
    • 2.9k views
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    • WDIK
    • April 10, 2008

41. In-Service Dist.... penalty free?

    By Basically, April 7, 2008
    • 10 replies
    • 2.5k views
    • 
    • Jim Chad
    • April 8, 2008

42. Divorce and the DB

    By Guest m.n.ouellette, April 7, 2008
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • April 8, 2008

43. Taxability of Life Insurance Proceeds

    By Medusa, April 7, 2008
    • 0 replies
    • 1.8k views
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    • Medusa
    • April 7, 2008

44. Military leave of absense

    By jkharvey, April 7, 2008
    • 3 replies
    • 1.8k views
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    • GMK
    • April 7, 2008

45. 1099 Deemed Loan Distribitution

    By CJS07, March 31, 2008
    • 2 replies
    • 1.8k views
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    • Bird
    • April 1, 2008

46. Deported Employee - 401k Balance

    By Guest saotampa, March 31, 2008
    • 1 reply
    • 2.5k views
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    • Appleby
    • March 31, 2008

47. Rollovers by non-spouse beneficiaries

    By Guest PGH.ERISA, February 11, 2008
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 25, 2008

48. Loan limits - 50% of account balance as of what date

    By Trekker, March 20, 2008
    • 3 replies
    • 1.7k views
    • 
    • Trekker
    • March 25, 2008

49. Refund of Mistaken Deferrals

    By mschwechter, March 25, 2008
    • 0 replies
    • 1.2k views
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    • mschwechter
    • March 25, 2008

50. Tax Withholding from payment to deceased's estate

    By flosfur, March 22, 2008
    • 1 reply
    • 1.6k views
    • 
    • Appleby
    • March 22, 2008