Distributions and Loans, Other than QDROs

4,171 topics in this forum

1. 401k Hardship

   By DP, June 24, 2003
   • 2 replies
   • 1.4k views
   • 
   • Harwood
   • June 24, 2003

2. Need an updated Special Tax Notice

   By R. Butler, September 7, 2000
   • 1 reply
   • 1.4k views
   • 
   • KJohnson
   • September 7, 2000

3. NRA and Distributions

   By SEM, March 12, 2020
   • 7 replies
   • 1.4k views
   • 
   • Larry Starr
   • April 14, 2020

4. Roth Loan Taxation Deemed Distribution

   By 52626, June 24, 2015
   • 2 replies
   • 1.4k views
   • 
   • Lou S.
   • June 24, 2015

5. Late Distributions from MPPP

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

6. Combined DB plan distributions

   By Guest pjp, February 28, 2001
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • March 1, 2001

7. ISW before RMD

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

8. Hardship distr from PS plan

   By dmb, May 14, 2002
   • 1 reply
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • May 14, 2002

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

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

10. MRD Using new or old tables?

    By Guest CINCY, October 25, 2002
    • 3 replies
    • 1.4k views
    • 
    • KJohnson
    • October 25, 2002

11. IRS Audit - Plan Distributions

    By MarZDoates, October 31, 2005
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • October 31, 2005

12. First RMD after age 70 1/2

    By Vlad401k, July 10, 2017
    • 11 replies
    • 1.4k views
    • 
    • ESOP Guy
    • July 12, 2017

13. Loan to Ineligible Participant

    By Guest CRC02, March 18, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 18, 2003

14. First time RMD

    By doombuggy, December 2, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 4, 2008

15. Recovery of basis

    By Bird, January 28, 2005
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • February 10, 2005

16. Missed RMD

    By Guest AJR, August 11, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 14, 2009

17. 1099 For Beneficiary That's Foreign National

    By Guest MFuentes, September 23, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 23, 1999

18. Number of Outstanding Loans

    By DTH, August 6, 2002
    • 2 replies
    • 1.4k views
    • 
    • DTH
    • August 6, 2002

19. distribution amounts under $1.00

    By KoolLady4, June 7, 2005
    • 2 replies
    • 1.4k views
    • 
    • E as in ERISA
    • June 7, 2005

20. How to get withholding from distributions to IRS

    By Alan Simpson, April 3, 2000
    • 4 replies
    • 1.4k views
    • 
    • John A
    • April 7, 2000

21. Does a waiver of benefits in a property settlement agreement constitut

    By Guest Pat Parks, May 18, 2001
    • 1 reply
    • 1.4k views
    • 
    • Bob R
    • May 21, 2001

22. Outsourced Distributions?

    By Guest CSTS, September 1, 2005
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • September 1, 2005

23. RMD before 70 1/2?

    By jmartin, May 24, 2013
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • May 24, 2013

24. when is last day of plan year in plan termination

    By DMcGovern, June 23, 2011
    • 5 replies
    • 1.4k views
    • 
    • Bill Presson
    • June 24, 2011

25. Interest Repayments

    By Guest Jhagan, January 16, 2002
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • January 16, 2002

26. Additional Loan Repayment

    By Dougsbpc, October 21, 2014
    • 2 replies
    • 1.4k views
    • 
    • K2retire
    • October 21, 2014

27. Employer wants to "clean up" 350 defaulted participant loans

    By Guest CJK, February 21, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 21, 2001

28. Additional fee for in-kind tranfer?

    By k man, August 22, 2000
    • 0 replies
    • 1.4k views
    • 
    • k man
    • August 22, 2000

29. 70 1/2 RMD where bene is non-spouse

    By doombuggy, November 20, 2003
    • 1 reply
    • 1.4k views
    • 
    • FundeK
    • November 20, 2003

30. Participant RMD in Year of Death -- Recipient and Tax Reporting

    By rocknrolls2, September 30, 2009
    • 1 reply
    • 1.4k views
    • 
    • jpod
    • September 30, 2009

31. First becoming a 5% owner after 70 1/2.

    By KJohnson, March 23, 2007
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • March 23, 2007

32. no beneficiary designation

    By k man, January 17, 2013
    • 8 replies
    • 1.4k views
    • 
    • MoJo
    • January 21, 2013

33. Tax Notice at time of distribution from 401(k)?

    By Guest Kennedy, March 10, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 10, 2000

34. Trust Beneficiary

    By jane123, June 11, 2003
    • 4 replies
    • 1.4k views
    • 
    • jane123
    • June 11, 2003

35. RMD when participant in PS plan and has IRA also

    By Guest cascigm, September 14, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 14, 2000

36. SEPP

    By Guest danmar, September 10, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 10, 1999

37. RMD from an IRA - Multiple Accounts

    By Vlad401k, October 5, 2015
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • October 6, 2015

38. Rollover after beginning age 70 1/2 distributions not mandataed by 401

    By KJohnson, December 31, 1999
    • 0 replies
    • 1.4k views
    • 
    • KJohnson
    • December 31, 1999

39. 2024 Required Minimum Distributions - Roth Only

    By R Griffith, March 7, 2024
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • March 15, 2024

40. Required QJSA Explanation

    By Fielding Mellish, November 21, 2014
    • 2 replies
    • 1.4k views
    • 
    • My 2 cents
    • November 21, 2014

41. Participant is 59.5... can he take dist?

    By K-t-F, April 8, 2007
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • April 9, 2007

42. 70.5 Distributions required for Surviving Spouse?

    By Dennis Povloski, December 17, 2004
    • 3 replies
    • 1.4k views
    • 
    • Dennis Povloski
    • December 20, 2004

43. Taxation of employee contributions distributed from DB plan

    By Guest JSK, March 14, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 14, 2001

44. Taxation of Distributions for American Indians

    By Guest AOlson, July 29, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 30, 1999

45. In Service Withdrawal as Rollover

    By Randy Watson, April 6, 2005
    • 2 replies
    • 1.4k views
    • 
    • Alf
    • April 7, 2005

46. RMDs for beneficiaries

    By Guest Pat Metallic, November 6, 2001
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • November 6, 2001

47. CARES Act Loan Repayments And The IRS Cure Period

    By mming, April 1, 2020
    • 6 replies
    • 1.4k views
    • 
    • Luke Bailey
    • April 17, 2020

48. Form 1099-R Reporting for Loans

    By Guest Joseph Corona, December 29, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 29, 2000

49. Rollovers to a SIMPLE 401(k)

    By Guest ak, August 3, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 3, 2001

50. restriction on number of times a person can "replace" an ir

    By maverick, December 10, 2001
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • December 10, 2001