Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. IRS Rejection of 1099R TIN when filing taxes

   By AmyETPA, April 13, 2023
   • 2 replies
   • 850 views
   • 
   • Paul I
   • April 13, 2023

2. Can minimum required distributions due from both a qualified plan and

   By Guest michaelv, March 9, 2001
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • March 9, 2001

3. Distribution codes for QBAD's, Terminal illness, PLESA's, Domestic Abuse, etc.

   By Belgarath, March 5, 2024
   • 2 replies
   • 867 views
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   • Belgarath
   • March 7, 2024

4. Social Security Leveling Option

   By Guest crosseyetester, April 25, 2007
   • 2 replies
   • 5.2k views
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   • Guest
   • April 25, 2007

5. 1099 Deemed Loan Distribitution

   By CJS07, March 31, 2008
   • 2 replies
   • 1.6k views
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   • Bird
   • April 1, 2008

6. Multiple Beneficiaries Primary and Contingent

   By TBob, February 21, 2011
   • 2 replies
   • 1.8k views
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   • masteff
   • February 21, 2011

7. EPCRS Procedures - Is this eligible for SCP?

   By emmetttrudy, January 15, 2013
   • 2 replies
   • 916 views
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   • Kevin C
   • January 16, 2013

8. Distribution of Deferrals on Post Severance Comp

   By Vlad401k, January 27, 2016
   • 2 replies
   • 629 views
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   • Vlad401k
   • February 8, 2016

9. $10,000 loan minimum

   By Guest DavidB, January 6, 2000
   • 2 replies
   • 1.5k views
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   • bzorc
   • January 7, 2000

10. Hardship amount available after loan

    By Guest DTrom, May 6, 2005
    • 2 replies
    • 1.6k views
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    • Guest
    • May 6, 2005

11. IRS Locator - over 50

    By pmacduff, September 20, 2005
    • 2 replies
    • 1.5k views
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    • pmacduff
    • September 21, 2005

12. Distributions From Worthless Account - How To Document

    By namealreadyinuse, August 28, 2006
    • 2 replies
    • 1.7k views
    • 
    • Peter Gulia
    • August 29, 2006

13. Plan Termination Distribution

    By Guest Kevin1, October 14, 2009
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • October 14, 2009

14. In-service withdrawals of employee after-tax contributions

    By Nassau, August 16, 2013   

    • 6 month suspension
    • 2 replies
    • 3.1k views
    • 
    • masteff
    • August 17, 2013

15. 2020 RMDs on a state level

    By B21, August 5, 2020
    • 2 replies
    • 584 views
    • 
    • B21
    • August 6, 2020

16. Another Hardship Distribution Question

    By J Simmons, March 11, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 11, 2009

17. Where a participant owns part of the primary residence the participant

    By John A, January 12, 2000
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • February 11, 2003

18. 2 1099-Rs??

    By RestAssured, January 9, 2024
    • 2 replies
    • 626 views
    • 
    • RestAssured
    • January 10, 2024

19. Timing of Distribution to Beneficiaries

    By R. Butler, August 9, 2001
    • 2 replies
    • 1.6k views
    • 
    • Lame Duck
    • March 31, 2004

20. Consent of Incompetent Spouse

    By Guest Patrick Foley, July 2, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 3, 2002

21. Nonspouse Beneficiary

    By Guest ccharper, June 22, 2007
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • August 7, 2007

22. Death Distribution with Insurance!

    By PJ2009, October 14, 2009
    • 2 replies
    • 982 views
    • 
    • Bird
    • October 15, 2009

23. IRS Code for In-Plan After-Tax to Roth Conversion

    By Vlad401k, November 7, 2018
    • 2 replies
    • 1.5k views
    • 
    • pensionam
    • December 7, 2021

24. 5 percent owner rule for RMDs

    By Nassau, April 15, 2014
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • April 16, 2014

25. RMD from an IRA and subsequent rollover to 401(k) of IRA balance

    By Dennis G., September 15, 2014   

    • RMD rollover
    • 2 replies
    • 853 views
    • 
    • Appleby
    • September 16, 2014

26. Distribution to Self-Employed Participant from DB Plan that has non-deducted contributions

    By kpension, August 19, 2019   

    • tax on distributions
    • self-employed db plan
    • 2 replies
    • 682 views
    • 
    • Luke Bailey
    • August 19, 2019

27. Change in Timing of Distributions to Terminated Participants

    By chris, April 21, 2004
    • 2 replies
    • 1.3k views
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    • chris
    • April 21, 2004

28. refinance

    By wsp, June 22, 2007
    • 2 replies
    • 1.5k views
    • 
    • wsp
    • June 22, 2007

29. Calculation of RMD

    By lkpittman, January 18, 2000
    • 2 replies
    • 1.4k views
    • 
    • lkpittman
    • January 18, 2000

30. Beneficiary for an annuity held by the Trust by unmarried owner

    By TPApril, September 22
    • 2 replies
    • 931 views
    • 
    • Peter Gulia
    • September 24

31. Does loan amount or vested account balance dictate if spousal consent is needed for plan loan?

    By Guest OscarD, November 24, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 24, 2003

32. Loan Payments past NRA

    By Guest PaulaRafferty, August 17, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 17, 2004

33. 1.401(k)-1(d)(3)(iv)(D)/Hardship- Employee Need not take counterproductive acts

    By Guest 401kizzle, October 21, 2010
    • 2 replies
    • 1.8k views
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    • GMK
    • October 22, 2010

34. Protected Benefit question

    By cpc0506, March 4, 2019
    • 2 replies
    • 467 views
    • 
    • Mike Preston
    • March 5, 2019

35. Spousal Consent - USC 1746

    By Kevin C, March 12, 2020
    • 2 replies
    • 720 views
    • 
    • Kevin C
    • March 13, 2020

36. Automatic Cashout - Multiple Beneficiaries

    By Guest t936, February 28, 2005
    • 2 replies
    • 1.4k views
    • 
    • E as in ERISA
    • March 1, 2005

37. Home Loan Refinance

    By BTH, March 4, 2014
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • March 5, 2014

38. Loan default, deemed, offset, tax withholding, balance payable

    By TPApril, May 7, 2011
    • 2 replies
    • 2.8k views
    • 
    • TPApril
    • May 9, 2011

39. Inward rollovers TO a qualified plan by..

    By Jerry Erisa, February 25, 2015
    • 2 replies
    • 829 views
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    • david rigby
    • February 25, 2015

40. New IRS Model 402(f) Notice?

    By Guest Ben, January 20, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 25, 2000

41. RMD to charity?

    By Lori H, June 10, 2004
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • June 10, 2004

42. New Bankruptcy Act

    By Randy Watson, July 28, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 2, 2005

43. including rollovers for cashouts

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

44. 10% penalty exceptions

    By cpc0506, January 15, 2010
    • 2 replies
    • 1.5k views
    • 
    • cpc0506
    • January 15, 2010

45. Buy plan asset at plan termination

    By ombskid, March 10, 2010
    • 2 replies
    • 1k views
    • 
    • jpod
    • March 11, 2010

46. Automatic Rollover to non IRA

    By 30Rock, July 28, 2010
    • 2 replies
    • 939 views
    • 
    • 30Rock
    • July 29, 2010

47. Union Participant taking loan?

    By jmartin, July 29, 2014
    • 2 replies
    • 761 views
    • 
    • MWeddell
    • July 30, 2014

48. Federal Tax Liens: Does a Federal Tax Lien attach to a participant's

    By KJohnson, January 26, 2000
    • 2 replies
    • 2.6k views
    • 
    • KJohnson
    • January 26, 2000

49. Does this loan need to be deemed, or can you still offset?

    By FundeK, July 26, 2004
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • July 27, 2004

50. re-financed loan

    By Dougsbpc, February 25, 2015
    • 2 replies
    • 979 views
    • 
    • Dougsbpc
    • February 25, 2015