Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. W-4R necessary?

   By AnnCK, December 14, 2022
   • 12 replies
   • 4k views
   • 
   • Peter Gulia
   • December 16, 2022

2. Participant loan -- deemed distribution

   By Guest Jensen, July 28, 2006
   • 2 replies
   • 4k views
   • 
   • JanetM
   • July 28, 2006

3. Distributions and Unemployment Payments

   By Gilmore, May 11, 2020
   • 6 replies
   • 4k views
   • 
   • Larry Starr
   • May 13, 2020

4. Murder in a small town

   By Guest nynaeve, February 24, 2006
   • 9 replies
   • 3.9k views
   • 
   • 401 Chaos
   • February 27, 2006

5. QPSA vs. QJSA

   By Guest Robert Collins, October 12, 1998
   • 1 reply
   • 3.9k views
   • 
   • Guest
   • October 15, 1998

6. Death and Outstanding Loans

   By Felicia, May 1, 2003
   • 12 replies
   • 3.9k views
   • 
   • mbozek
   • August 21, 2003

7. Non Qualified Annuity Stretch in Trust

   By Guest alfry, December 7, 2004
   • 2 replies
   • 3.9k views
   • 
   • Appleby
   • November 10, 2005

8. Pre-Tax Loan Repayments?

   By TBob, September 23, 2005
   • 6 replies
   • 3.9k views
   • 
   • Guest
   • November 17, 2005

9. Loan prepayment allowed?

   By Lou S., July 8, 2019
   • 21 replies
   • 3.9k views
   • 
   • AKconsult
   • July 12, 2019

10. loan default to satisfy RMD

    By Guest terric, September 13, 2004
    • 4 replies
    • 3.9k views
    • 
    • Lori Friedman
    • September 13, 2004

11. How to Calculate Accrued Interest on Deemed Distribution for 1099-R

    By Guest dyoder, January 12, 2004
    • 1 reply
    • 3.9k views
    • 
    • ccassetty
    • January 12, 2004

12. [Resolved] RMD Calc For Lump Sum Distribution

    By JMT44, May 12, 2018
    • 20 replies
    • 3.9k views
    • 
    • Larry Starr
    • May 23, 2018

13. 1099-R forms for 2013

    By pmacduff, December 20, 2013
    • 3 replies
    • 3.9k views
    • 
    • K2retire
    • December 31, 2013

14. 242(b) election

    By NQS, December 6, 2013
    • 3 replies
    • 3.9k views
    • 
    • NQS
    • December 11, 2013

15. Lost Participant found many years after required minimum distributions should have started

    By gle318612, July 19, 2011
    • 5 replies
    • 3.9k views
    • 
    • Kevin C
    • July 21, 2011

16. Small Death Benefit

    By Below Ground, August 28, 2013   

    • How to pay?
    • 23 replies
    • 3.9k views
    • 
    • masteff
    • December 10, 2013

17. 1099-R Box 5 Reporting On Roth with loss

    By Lou S., January 31, 2011
    • 1 reply
    • 3.8k views
    • 
    • masteff
    • February 3, 2011

18. Dead guy with an outstanding loan

    By MSN, November 20, 2007
    • 16 replies
    • 3.8k views
    • 
    • Steelerfan
    • November 27, 2007

19. Force Out Upon Plan Termination?

    By Alonzo, March 22, 2000
    • 3 replies
    • 3.8k views
    • 
    • Alan Simpson
    • March 23, 2000

20. Purchase of "land" - "Purchase of Primary Residence&quo

    By Guest CJK, April 18, 2001
    • 5 replies
    • 3.8k views
    • 
    • Guest
    • April 25, 2001

21. Rehire of participant who is receiving an installment payout

    By Guest Hadden2001, June 19, 2002
    • 10 replies
    • 3.8k views
    • 
    • RTK
    • June 20, 2002

22. 1099-R Distribution Code in Box 7

    By Guest mrnardoz, December 16, 2004
    • 5 replies
    • 3.8k views
    • 
    • Appleby
    • December 23, 2004

23. Hardship Withdrawal for Tuition

    By Guest ChristineFL, December 28, 2010
    • 6 replies
    • 3.8k views
    • 
    • Guest
    • December 29, 2010

24. Distributions of voluntary after-tax contributions

    By Guest bgiles, March 21, 2002
    • 3 replies
    • 3.8k views
    • 
    • wmyer
    • March 22, 2002

25. Loan Refinance

    By Madison71, November 2, 2021
    • 10 replies
    • 3.8k views
    • 
    • Madison71
    • November 4, 2021

26. no spousal consent

    By stevena, September 27, 2001
    • 17 replies
    • 3.8k views
    • 
    • Kirk Maldonado
    • October 1, 2001

27. RMD and TPA Fees

    By commishvp, February 28, 2013
    • 12 replies
    • 3.8k views
    • 
    • dkamikawa
    • April 30, 2015

28. Bank won't accept a check cut from a pension trust account for the par

    By alexa, February 1, 2003
    • 15 replies
    • 3.8k views
    • 
    • Blinky the 3-eyed Fish
    • May 20, 2004

29. participant with RMD unresponsive

    By K2retire, December 5, 2012
    • 7 replies
    • 3.7k views
    • 
    • masteff
    • December 5, 2012

30. Remove hardship from plan

    By Santo Gold, December 13, 2006
    • 7 replies
    • 3.7k views
    • 
    • JanetM
    • December 14, 2006

31. Repayment by payroll deductions for a participant who terminated emplo

    By smm, October 9, 2002
    • 7 replies
    • 3.7k views
    • 
    • Guest
    • October 10, 2002

32. hardship, room & board expenses, etc

    By DMcGovern, May 26, 2011
    • 4 replies
    • 3.7k views
    • 
    • masteff
    • May 27, 2011

33. Plan termination & RMD

    By Guest M. Martin, November 8, 2013
    • 4 replies
    • 3.7k views
    • 
    • Appleby
    • November 12, 2013

34. Negative Earnings Affect Hardship Withdrawal Limit?

    By Guest FREE401k, July 18, 2001
    • 15 replies
    • 3.7k views
    • 
    • Guest
    • August 14, 2001

35. Reporting Life Insurance Death Benefit on 1099-R

    By AndrewZ, November 25, 2009
    • 1 reply
    • 3.7k views
    • 
    • Bird
    • November 28, 2009

36. Can a loan be rolled over?

    By Santo Gold, April 11, 2006
    • 8 replies
    • 3.7k views
    • 
    • namealreadyinuse
    • April 12, 2006

37. TEFRA and RMD

    By JanetM, December 18, 2008
    • 12 replies
    • 3.7k views
    • 
    • JanetM
    • December 19, 2008

38. Rolling Over Installment Payments Made For Less Than 10 Years

    By Guest dyoder, March 22, 2005
    • 3 replies
    • 3.7k views
    • 
    • david rigby
    • March 23, 2005

39. Rollover of Loans

    By Guest Suanne, June 29, 2004
    • 11 replies
    • 3.7k views
    • 
    • Guest
    • July 13, 2004

40. Principal Residence Loan #2

    By Guest notapensiongeek, July 31, 2007
    • 6 replies
    • 3.7k views
    • 
    • QDROphile
    • August 1, 2007

41. Participant refuses Distribution

    By Guest KAGEM, February 9, 2002
    • 16 replies
    • 3.7k views
    • 
    • mbozek
    • February 20, 2002

42. Funeral expenses for grandparent

    By Guest Georgia1, July 12, 2011
    • 5 replies
    • 3.7k views
    • 
    • GMK
    • July 13, 2011

43. When does the RMD have to begin?

    By FundeK, December 8, 2004
    • 14 replies
    • 3.6k views
    • 
    • Blinky the 3-eyed Fish
    • January 4, 2005

44. Principal residence loan

    By Doghouse, August 25, 2011
    • 6 replies
    • 3.6k views
    • 
    • Doghouse
    • August 26, 2011

45. latest possible loan repayment start date

    By justanotheradmin, July 11, 2014
    • 10 replies
    • 3.6k views
    • 
    • BG5150
    • July 15, 2014

46. Forced distributions for those that do not respond

    By Guest EPS2, February 22, 2008
    • 7 replies
    • 3.6k views
    • 
    • JanetM
    • March 4, 2008

47. RMD and Beneficiary is More Than 10 Years Younger

    By emmetttrudy, April 22, 2013
    • 4 replies
    • 3.6k views
    • 
    • Bird
    • April 23, 2013

48. What to do with missing participants' money -- balances are less than

    By Guest CL, October 22, 1999
    • 17 replies
    • 3.6k views
    • 
    • Guest
    • November 28, 2000

49. Spousal rollover from QP to inherited IRA

    By card, April 6, 2007
    • 9 replies
    • 3.6k views
    • 
    • masteff
    • April 20, 2007

50. Home Purchase - Loan Program Follows Hardship Rules

    By BeanCounterBlues, June 6, 2012
    • 12 replies
    • 3.6k views
    • 
    • BG5150
    • June 8, 2012