Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Change to force-out timing: a cutback?

   By AlbanyConsultant, July 18, 2016
   • 2 replies
   • 663 views
   • 
   • Mike Preston
   • July 18, 2016

2. 1099-R reporting on QUALIFIED dist from designated Roth account

   By Belgarath, June 24, 2019
   • 2 replies
   • 810 views
   • 
   • Belgarath
   • June 24, 2019

3. Tax year for distributed loan balance?

   By Mleech, January 17, 2025
   • 2 replies
   • 1.6k views
   • 
   • Mleech
   • January 17, 2025

4. Direct Rollover of Loans

   By Guest smithee, March 13, 2001
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • March 13, 2001

5. Anyone drafting privacy policies for plans providing loans?

   By Guest hank, April 2, 2001
   • 2 replies
   • 1.5k views
   • 
   • RCK
   • April 10, 2001

6. Plan Closing 12/31 - Trailing Distributions Trigger 1099-R next year?

   By RestAssured, January 9, 2019
   • 2 replies
   • 540 views
   • 
   • RestAssured
   • January 23, 2019

7. Rollover account in mandatory cashouts

   By BG5150, June 22, 2012
   • 2 replies
   • 1.4k views
   • 
   • masteff
   • June 22, 2012

8. Limit Number of Hardships Permissible?

   By Fielding Mellish, July 18, 2016
   • 2 replies
   • 1k views
   • 
   • dashab
   • July 21, 2016

9. Termination Funding

   By Guest LLandau, April 15, 2002
   • 2 replies
   • 1.6k views
   • 
   • MGB
   • April 16, 2002

10. Loan Interest Rates

    By FundeK, May 29, 2007
    • 2 replies
    • 1.3k views
    • 
    • FundeK
    • May 29, 2007

11. Loan Refinance for Principal Home Plan Loan

    By Dazednconfused, June 7, 2010
    • 2 replies
    • 995 views
    • 
    • Dazednconfused
    • June 8, 2010

12. Room & Board Hardship--include off-campus housing

    By BG5150, July 8, 2013
    • 2 replies
    • 4.2k views
    • 
    • masteff
    • July 8, 2013

13. Hardship Distribution

    By PFranckowiak, January 11, 2017
    • 2 replies
    • 917 views
    • 
    • hr for me
    • January 11, 2017

14. Covid distribution processed without trustee authorization

    By ElaineW, September 16, 2021
    • 2 replies
    • 568 views
    • 
    • Belgarath
    • September 16, 2021

15. Minimum distributions from inherited funds

    By Guest Ed Walker, January 28, 2004
    • 2 replies
    • 988 views
    • 
    • Appleby
    • January 29, 2004

16. How to distribute balance over $5,000 - Plan Terminating

    By Leopurrd, December 29, 2004
    • 2 replies
    • 2.3k views
    • 
    • Leopurrd
    • December 30, 2004

17. Death Benefits & REA & Terminated Vested participants

    By Guest crosseyetester, June 26, 2007
    • 2 replies
    • 5.9k views
    • 
    • david rigby
    • June 27, 2007

18. RMD Rollover under CARES

    By Gruegen, June 15, 2020
    • 2 replies
    • 622 views
    • 
    • Gruegen
    • June 19, 2020

19. Distribution Hierarchy for Designated Roth Withdraws?

    By JOH, January 27, 2021
    • 2 replies
    • 1.2k views
    • 
    • JOH
    • February 8, 2021

20. RMD started in error?

    By James Shen, July 8, 2024
    • 2 replies
    • 691 views
    • 
    • James Shen
    • July 8, 2024

21. Commercial Locator Services

    By Tom Veal, November 13, 2025
    • 2 replies
    • 337 views
    • 
    • Lou S.
    • November 13, 2025

22. Participant Loan s/h/b defaulted at termination but was not.

    By Guest Cliff Langwith, March 2, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 4, 2004

23. 1099-R Code for under 59 1/2 from Roth Deferral

    By BG5150, January 11, 2017
    • 2 replies
    • 533 views
    • 
    • BG5150
    • January 11, 2017

24. Maximum Loans

    By Guest sjpilger, May 22, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • May 23, 2003

25. Legal Address for 30% withholding

    By rcline46, September 10, 2004
    • 2 replies
    • 1.2k views
    • 
    • rcline46
    • September 10, 2004

26. Rollover from 401K to Roth IRA

    By Guest psgross, March 2, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 2, 2005

27. RMD in the year participant turns 70 1/2

    By jkharvey, January 2, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 2, 2008

28. Notice 2022-53

    By Bird, October 13, 2022
    • 2 replies
    • 577 views
    • 
    • Bird
    • October 13, 2022

29. RMD and receivable

    By cdavis25, March 7, 2014
    • 2 replies
    • 2.7k views
    • 
    • cdavis25
    • March 7, 2014

30. What controls and who does plan pay when plan participant and wife die

    By John A, March 6, 2000
    • 2 replies
    • 1.4k views
    • 
    • Michael Devault
    • March 6, 2000

31. Tax Free Transfer from IRA to Qualified Charity

    By KevinMc, July 9, 2024
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • July 9, 2024

32. Controlled Group terminates one business and reteins the other two, can the terminated employees keep money in the remaining plan?

    By Guest jsample, October 16, 2003
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • November 5, 2003

33. Which rule has precedence?

    By Guest mikeak, June 14, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 14, 2004

34. Taxation of Disability Benefits

    By Guest EagleEyes, May 12, 2005
    • 2 replies
    • 1.7k views
    • 
    • Everett Moreland
    • May 13, 2005

35. After-Tax Withdrawals

    By Nassau, May 23, 2013
    • 2 replies
    • 1.1k views
    • 
    • joel
    • May 23, 2013

36. Participant Election of Life Annuity Under a Non-QJSA DC Plan

    By Guest Tom:, May 11, 2010
    • 2 replies
    • 1k views
    • 
    • PLAN MAN
    • May 12, 2010

37. Hardship and Safe Harbor

    By mjf06241972, August 26, 2019
    • 2 replies
    • 731 views
    • 
    • rr_sphr
    • August 27, 2019

38. Hardship qualification

    By Guest ewhitmore, June 27, 2007
    • 2 replies
    • 1.5k views
    • 
    • JanetM
    • June 27, 2007

39. Distribution code for COVID related distributions

    By Suellen Howard, August 13, 2020
    • 2 replies
    • 5k views
    • 
    • RatherBeGolfing
    • August 15, 2020

40. Works for Hospital... and own practice

    By K-t-F, March 30, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 30, 2007

41. How long to unwind ineligible rollover transaction?

    By Guest Pennysaver, December 22, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 22, 2010

42. Penalties for Rollovers?

    By Guest KOlsen, March 15, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 15, 2000

43. Defaulted Loan & 1099

    By Guest Bob Lees, July 24, 2001
    • 2 replies
    • 2.2k views
    • 
    • J2D2
    • October 2, 2006

44. Mindi Transfer From Db To Ira

    By Guest SCUDDESLER, January 31, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 1, 2003

45. Extension of Loan Term

    By DTH, July 24, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 25, 2003

46. Payout wording of DRO - any issues?

    By Guest chris4013, January 7, 2006
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • January 7, 2006

47. 2-parter

    By SMB, July 1, 2008
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • July 1, 2008

48. Excess Tax Withheld for Canadian Retiree With US Pension

    By EPCRSGuru, March 25, 2025
    • 2 replies
    • 1.4k views
    • 
    • EPCRSGuru
    • March 26, 2025

49. Rolling Over RMD's from Qualified Plans

    By Guest Asvedlow, November 7, 2001
    • 2 replies
    • 1.6k views
    • 
    • John A
    • November 14, 2001

50. Nominee 1099-R

    By Guest AFRICA6796, December 12, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 12, 2002