Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. 401k hardship withdrawal for non safe harbor reasons

   By Santo Gold, June 22, 2021
   • 5 replies
   • 3.8k views
   • 
   • Belgarath
   • June 29, 2021

2. 401k IRC 72p

   By Guest TrustButVerify, June 21, 2007
   • 7 replies
   • 3k views
   • 
   • Guest
   • June 22, 2007

3. 401k loan - default never processed

   By JKW, June 18, 2012
   • 1 reply
   • 1.8k views
   • 
   • Tom Poje
   • June 19, 2012

4. 401K Loan Default

   By bpowell, October 2, 2017
   • 12 replies
   • 5.9k views
   • 
   • TPAJake
   • October 18, 2017

5. 401k loan default questions.

   By larrybhunter, January 21, 2021
   • 5 replies
   • 1.6k views
   • 
   • Bird
   • January 22, 2021

6. 401k Loan Default then Repayment

   By Guest jhannifan, July 20, 2001
   • 4 replies
   • 6k views
   • 
   • Jilliandiz
   • March 27, 2002

7. 401K loan in default & 1099-R Received

   By Tijuana, May 1, 2018
   • 18 replies
   • 6.7k views
   • 
   • Bird
   • June 18, 2018

8. 401k loan reamortization

   By Guest wired, May 26, 2011
   • 3 replies
   • 10.5k views
   • 
   • Kevin C
   • May 26, 2011

9. 401k loans

   By Guest lcoop, January 31, 2000
   • 8 replies
   • 1.6k views
   • 
   • Guest
   • February 2, 2000

10. 401k loans and bankruptcy

    By legort69, January 18, 2005
    • 4 replies
    • 2k views
    • 
    • Kirk Maldonado
    • January 19, 2005

11. 401K Overpayment Notice

    By cdogstu99, September 28, 2020
    • 13 replies
    • 5k views
    • 
    • cdogstu99
    • October 26, 2020

12. 401k piggy bank

    By TPApril, June 16, 2022
    • 9 replies
    • 993 views
    • 
    • Retired, but still reading
    • June 21, 2022

13. 401k plan beneficiary RMD

    By Santo Gold, April 14, 2022
    • 0 replies
    • 292 views
    • 
    • Santo Gold
    • April 14, 2022

14. 401k plan distribution: would the 10% penalty apply to a distribution

    By Guest joeydell, December 26, 2001
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • December 27, 2001

15. 401k plan: taking a hardship withdrawal after taking a loan

    By Santo Gold, September 26, 2025
    • 3 replies
    • 726 views
    • 
    • ratherbereading
    • September 27, 2025

16. 401k refund for prior yr, 1099-R & taxable year

    By TPApril, February 14, 2024
    • 1 reply
    • 474 views
    • 
    • Bri
    • February 14, 2024

17. 401K retirement distribution

    By Gentleman142, December 20, 2020
    • 13 replies
    • 1.4k views
    • 
    • Bird
    • December 30, 2020

18. 401k RMD after IRA rollover

    By legort69, January 9, 2018   

    • 401k rmd rollover
    • 12 replies
    • 3.7k views
    • 
    • TPApril
    • August 28, 2018

19. 401k Rollover Requested (RMD Reqired)

    By Vlad401k, March 27, 2015
    • 6 replies
    • 1.5k views
    • 
    • ESOP Guy
    • March 30, 2015

20. 401K withdrawal CARES discretion

    By JRSP533, March 31, 2020
    • 5 replies
    • 970 views
    • 
    • JRSP533
    • April 1, 2020

21. 402(f) Notice and EGGTRA

    By Guest Astro, December 26, 2001
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • December 31, 2001

22. 402(f) Notice for distributions under $200...Required???

    By Guest wolfman, August 15, 2000
    • 12 replies
    • 5.3k views
    • 
    • BG5150
    • May 18, 2017

23. 402(f) Notice needed for RMD?

    By BG5150, February 3, 2015
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • February 4, 2015

24. 402(f) notice?

    By Richard Anderson, September 14, 2001
    • 0 replies
    • 1.5k views
    • 
    • Richard Anderson
    • September 14, 2001

25. 402(f) Rollover Notice

    By Guest bobolink, April 15, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 15, 2009

26. 402(f) Tax Notice Including Roth 401(k) Discussion?

    By namealreadyinuse, June 15, 2007
    • 5 replies
    • 2.1k views
    • 
    • blue
    • June 18, 2007

27. 402(g) excess discovered after 4/15 in off-calendar year plan

    By 415 Limit, July 18, 2018
    • 4 replies
    • 2k views
    • 
    • Luke Bailey
    • July 20, 2018

28. 402(g) Excess distributed b/4 PYE when loss involved

    By blue, December 4, 2008
    • 0 replies
    • 957 views
    • 
    • blue
    • December 4, 2008

29. 402(g) Excess not subject to withholding?

    By BG5150, March 23, 2018
    • 11 replies
    • 5.5k views
    • 
    • XTitan
    • March 26, 2018

30. 402(g) Limit - Corrected After April 15

    By Vlad401k, July 25, 2018
    • 3 replies
    • 5.1k views
    • 
    • RatherBeGolfing
    • July 26, 2018

31. 402(g) Limit - Roth - After Year End

    By Vlad401k, February 3, 2021
    • 1 reply
    • 434 views
    • 
    • Lou S.
    • February 3, 2021

32. 402f Special Tax Notice in Spanish

    By Guest mickiemurphy, June 11, 2012
    • 1 reply
    • 3.1k views
    • 
    • Belgarath
    • June 12, 2012

33. 402g excess

    By pmacduff, January 15, 2018
    • 3 replies
    • 1.5k views
    • 
    • pmacduff
    • January 16, 2018

34. 403b hardship

    By Santo Gold, November 5, 2021
    • 4 replies
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • November 10, 2021

35. 411(d)(6) Protected Benefits

    By Guest Effie Clark, May 3, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 3, 2000

36. 411(d)(6) protection - applicable to in-service?

    By John Feldt ERPA CPC QPA, June 12, 2013
    • 6 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • August 13, 2013

37. 415 suspense accounts and terminated participants

    By Guest michaelv, June 12, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • June 12, 2001

38. 430 Restrictions and Rollovers

    By rcline46, January 6, 2015
    • 0 replies
    • 832 views
    • 
    • rcline46
    • January 6, 2015

39. 457 Distributions

    By Guest gstraker, April 30, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 30, 2002

40. 457(b) plan minimum distribution rules

    By Guest Gibson, September 12, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 12, 2000

41. 457k withdrawal

    By Guest km8303, January 15, 2001
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • January 16, 2001

42. 5 percent owner for RMD purposes

    By Guest JBeck, March 2, 2004
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • March 2, 2004

43. 5 percent owner rule for RMDs

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

44. 5 year repmt, practical considerations

    By wvbeachgirl, November 12, 2007
    • 6 replies
    • 3k views
    • 
    • masteff
    • July 13, 2014

45. 5 years, even amortization

    By J Simmons, October 19, 2010
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • October 20, 2010

46. 5-year death benefit distribution deadline coming up, but beneficiary designation form filled in incorrectly

    By MJ Hartman, October 1, 2003
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • October 8, 2003

47. 5-Year Rule

    By Randy Watson, February 10, 2006
    • 1 reply
    • 1.6k views
    • 
    • Randy Watson
    • February 10, 2006

48. 5% owner & MRD

    By Guest Sieve, October 15, 2008
    • 5 replies
    • 1.8k views
    • 
    • J Simmons
    • October 15, 2008

49. 5329 Abatement

    By Guest bernie lomax, March 25, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 25, 2004

50. 5500 reporting of defaulted loan deemed destributions

    By Guest Destruo, December 21, 1999
    • 2 replies
    • 6k views
    • 
    • Guest
    • January 4, 2000