Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. 10-year averaging and Capital Gain Treatment

   By Guest Iwonder, March 19, 2007
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • March 20, 2007

2. Death before distributions begin

   By k man, March 15, 2007
   • 8 replies
   • 1.6k views
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   • k man
   • March 16, 2007

3. Non-spouse Beneficiary rollovers

   By KJohnson, March 14, 2007
   • 1 reply
   • 1.5k views
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   • Bird
   • March 14, 2007

4. 77 year-old participant and no RMDs

   By lexi, March 14, 2007
   • 0 replies
   • 1.1k views
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   • lexi
   • March 14, 2007

5. Non-spouse beneficiaries

   By Santo Gold, March 13, 2007
   • 6 replies
   • 1.8k views
   • 
   • John Feldt ERPA CPC QPA
   • March 16, 2007

6. Incoming rollover

   By Bird, March 9, 2007
   • 9 replies
   • 2.2k views
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   • Guest
   • March 15, 2007

7. 10% early withdrawal penalty

   By Guest nipa, March 9, 2007
   • 2 replies
   • 1.9k views
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   • Guest
   • April 8, 2007

8. Installment Change

   By DTH, March 9, 2007
   • 0 replies
   • 1.2k views
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   • DTH
   • March 9, 2007

9. Diversification distribution from ESOP

   By lexi, March 2, 2007
   • 1 reply
   • 1.2k views
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   • BeckyMiller
   • March 2, 2007

10. Over 70 and a half, still working, wants a full dis'tn from account

    By Guest Iwonder, March 2, 2007
    • 5 replies
    • 1.7k views
    • 
    • Belgarath
    • March 6, 2007

11. Correcting a defaulted loan

    By katieinny, March 1, 2007
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • March 2, 2007

12. changing repayment conditions for a loan rollover

    By Santo Gold, March 1, 2007
    • 0 replies
    • 1k views
    • 
    • Santo Gold
    • March 1, 2007

13. ISW from Integrated Plan?

    By JButtrick, March 1, 2007
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • March 7, 2007

14. DC Plan Distribution Window

    By Blinky the 3-eyed Fish, February 27, 2007
    • 1 reply
    • 1.2k views
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    • Belgarath
    • February 27, 2007

15. Tax Return Rejected due to EIN on 1099-R

    By Lori H, February 23, 2007
    • 5 replies
    • 2.6k views
    • 
    • Jim Chad
    • February 28, 2007

16. Death Benefit

    By Guest MC2, February 21, 2007
    • 0 replies
    • 1.2k views
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    • Guest
    • February 21, 2007

17. Rollover Q

    By Guest lvegas, February 20, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 20, 2007

18. Intra controlled group transfer of account

    By Guest Lawrenceg, February 15, 2007
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • February 15, 2007

19. Minimum Age for inservice distributions

    By ombskid, February 14, 2007
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • February 15, 2007

20. Plan Loan -- Change from monthly payments to bi-weekly payments

    By Guest boecar, February 9, 2007
    • 3 replies
    • 1.8k views
    • 
    • JanetM
    • February 9, 2007

21. Minimum Distribution Adjustment

    By Dougsbpc, February 9, 2007
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • February 9, 2007

22. Loan rollover to IRA

    By pmacduff, February 8, 2007
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • February 8, 2007

23. RMD Rules

    By Guest lvegas, February 6, 2007
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • February 7, 2007

24. Partial RMD

    By Guest Twinky, February 6, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 6, 2007

25. Conditions on a lump sum distribution

    By Guest Grumpy456, February 2, 2007
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • February 8, 2007

26. 1099-R filed twice

    By Santo Gold, February 1, 2007
    • 0 replies
    • 1.3k views
    • 
    • Santo Gold
    • February 1, 2007

27. $1500 distribution made to Active Participant w/out trustee authorization

    By Lori H, January 31, 2007
    • 4 replies
    • 1.3k views
    • 
    • Lori H
    • February 1, 2007

28. California Tax Form

    By WDIK, January 31, 2007
    • 2 replies
    • 1.7k views
    • 
    • WDIK
    • February 1, 2007

29. Plan Loan - distribution following leave

    By Guest DTromb, January 30, 2007
    • 0 replies
    • 1.4k views
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    • Guest
    • January 30, 2007

30. Mandatory Distributions (less than $1000)

    By jkharvey, January 30, 2007
    • 1 reply
    • 1.7k views
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    • JanetM
    • January 30, 2007

31. Hardship - In Service Distributions

    By Guest psgross, January 30, 2007
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • January 30, 2007

32. refunds paid by participant - IRS 1099R

    By Guest anomi, January 27, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 27, 2007

33. state of michigan pension rules

    By Guest golfergirl0428, January 26, 2007
    • 3 replies
    • 1.8k views
    • 
    • WDIK
    • January 26, 2007

34. When to start repaying a loan

    By Santo Gold, January 26, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • January 26, 2007

35. Handling distribution checks - bonding or fiduciary issues?

    By Guest crosseyetester, January 25, 2007
    • 0 replies
    • 965 views
    • 
    • Guest
    • January 25, 2007

36. Required Minimum Distribution

    By Jilliandiz, January 25, 2007
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • January 25, 2007

37. Should Form 945 be filed showing $0?

    By Santo Gold, January 25, 2007
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • February 27, 2007

38. Trust as a Payee

    By Guest robinmingle@aol.com, January 18, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 18, 2007

39. minimum distribution needed?

    By Santo Gold, January 17, 2007
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • January 17, 2007

40. Failure to issue 1099s

    By Randy Watson, January 16, 2007
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 16, 2007

41. In Service Distribution

    By Lori H, January 16, 2007
    • 17 replies
    • 2.6k views
    • 
    • Guest
    • January 18, 2007

42. 1099-R ESOP diversification distribution

    By Guest crosseyetester, January 16, 2007
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • January 24, 2007

43. Life of the Participant

    By Guest Twinky, January 11, 2007
    • 1 reply
    • 1.1k views
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    • Belgarath
    • January 12, 2007

44. Inherited IRA

    By Guest greybeard, January 10, 2007
    • 6 replies
    • 2.2k views
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    • Bird
    • January 17, 2007

45. Missed RMD...

    By K-t-F, January 10, 2007
    • 5 replies
    • 2.2k views
    • 
    • Belgarath
    • February 8, 2007

46. RMD applicable balance for terminee prior to contribution deposit

    By Guest crosseyetester, January 8, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • January 8, 2007

47. KETRA

    By Guest tajcc, January 5, 2007
    • 0 replies
    • 1.2k views
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    • Guest
    • January 5, 2007

48. Distribution to spouse of dec'd participant

    By doombuggy, January 4, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 4, 2007

49. DB RMD

    By mming, January 3, 2007
    • 5 replies
    • 1.7k views
    • 
    • Belgarath
    • January 4, 2007

50. Section 845 of '06 Pension Protection Act

    By Guest RJMOB, December 29, 2006
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • January 4, 2007