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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

  1. Uncashed checks - always a difficult issue

    By Belgarath,
    • 10 replies
    • 1.8k views

  2. ROTH Distribution, Taxable?

    By Basically,
    • 3 replies
    • 823 views

  3. RMD for beneficiary of spouse of deceased participant

    By TPApril,
    • 1 reply
    • 483 views
    • EBP
    • EBP

  4. RMDs after death - IRS guidance?

    By Bird,
    • 5 replies
    • 1.1k views

  5. IRS Rejection of 1099R TIN when filing taxes

    By AmyETPA,
    • 2 replies
    • 844 views

  6. loan repayments different from sources taken from

    By DMcGovern,
    • 10 replies
    • 1.2k views

  7. senior moment

    By thepensionmaven,
    • 8 replies
    • 792 views

  8. Default IRA Custodians

    By Dougsbpc,
    • 1 reply
    • 387 views

  9. Rollover or Not

    By thepensionmaven,
    • 15 replies
    • 1.8k views

  10. Inservice distribution from 401(k) Pooled Account - need written policy or procedures example

    By M Norton,   
    • 5 replies
    • 627 views

  11. Form W-4R for distributions under $200

    By Lauren3333,
    • 5 replies
    • 1.2k views

  12. 2nd Loan... have I been doing it wrong?

    By K-t-F,
    • 7 replies
    • 979 views

  13. RMD required? No documentation found for old distribution erroneously rolled into IRA

    By Barbara,
    • 4 replies
    • 610 views

  14. Direct rollover even without distribution event?

    By ERISA guy,
    • 5 replies
    • 1.4k views

  15. Disabled Participant and Loan Offset

    By Ananda,
    • 2 replies
    • 807 views

  16. 945 "Adjusted amount due" Notices - 2021 and 2022 plan years

    By RestAssured,
    • 8 replies
    • 753 views
    • Tom
    • Tom

  17. Switch tables?

    By thepensionmaven,
    • 1 reply
    • 311 views

  18. When is a partner’s required beginning date for a required minimum distribution?

    By Peter Gulia,
    • 6 replies
    • 985 views

  19. another RMD Error

    By thepensionmaven,
    • 3 replies
    • 697 views

  20. RMD under Secure Act 2.0

    By steve45,
    • 1 reply
    • 513 views

  21. Roth Conversion of After Tax Basis in Deemed Distribution

    By ERISA1,
    • 0 replies
    • 385 views

  22. RMD Withholding Form W-4R or W-4P

    By Ananda,
    • 2 replies
    • 2.6k views

  23. Distribution of NYCER PENSION benefits upon death

    By Edie,
    • 2 replies
    • 1.7k views

  24. tricky death benefit question

    By Santo Gold,
    • 7 replies
    • 1.4k views

  25. A Dumb Question

    By bzorc,
    • 3 replies
    • 638 views

  26. 1099 R Year

    By AmyETPA,
    • 1 reply
    • 490 views

  27. 2020 Covid Withdrawal Issue

    By 401kAllTheWay,
    • 0 replies
    • 268 views

  28. Missed RMD by TPA

    By VirtualTPA,   
    • 13 replies
    • 2k views

  29. Transfer of Life Insurance Profit Sharing Plan

    By thepensionmaven,
    • 5 replies
    • 764 views

  30. What should loan balance be for a loan offset?

    By Basically,
    • 1 reply
    • 488 views

  31. For someone born in 1959, is 73 or 75 the “applicable age” that sets a required beginning date?

    By Peter Gulia,
    • 7 replies
    • 1.9k views

  32. State withholding

    By Belgarath,
    • 4 replies
    • 714 views

  33. RMD 5% owner under constructive ownership

    By AnnCK,
    • 2 replies
    • 888 views

  34. 945 Filing

    By thepensionmaven,
    • 1 reply
    • 403 views
    • Tom
    • Tom

  35. In Service Distribution

    By Basically,
    • 1 reply
    • 434 views

  36. RMD Rolled Over

    By Lou S.,
    • 5 replies
    • 1.1k views

  37. RMD for spousal beneficiary

    By pmacduff,
    • 3 replies
    • 423 views

  38. Distribution elections over the phone?

    By The 401k Whisperer,
    • 6 replies
    • 1k views

  39. Who is responsible for the RMD?

    By rblum50,
    • 2 replies
    • 936 views

  40. W-4R necessary?

    By AnnCK,
    • 12 replies
    • 4k views

  41. Late 402(g) refund--1099-R question

    By BG5150,
    • 7 replies
    • 1.6k views

  42. Does a plan’s administrator take the participant’s word for it that a loan will be used to acquire the participant’s principal residence?

    By Peter Gulia,
    • 7 replies
    • 646 views

  43. Write off of small balances

    By Tom,
    • 1 reply
    • 469 views
    • Bri
    • Bri

  44. Decedent past required beginning date was receiving RMDs but died this year before receiving 2022 RMD; there is a dispute about who should get the money so plan may not be able to pay before end of year

    By Luke Bailey,
    • 3 replies
    • 737 views

  45. RMD for recently deceased & 1099-R/1-person plan

    By TPApril,
    • 4 replies
    • 1k views

  46. When does the distribution occur for 1099-R and withholding purposes when you interplead a benefit?

    By Luke Bailey,
    • 13 replies
    • 1.6k views

  47. Plan termination - loan offsets - participant age 55 to 59 1/2 - 1099-R form

    By pmacduff,
    • 6 replies
    • 1.4k views

  48. Can Rollover from pension to Roth IRA count toward RMD?

    By M Norton,
    • 3 replies
    • 711 views

  49. Plan Termination Distribution Election Form maintained on file

    By A Shot in the Dark,
    • 3 replies
    • 915 views

  50. Getting rid of a retirement plan’s lifetime-income investments

    By Peter Gulia,
    • 1 reply
    • 359 views
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