Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Early Withdrawal at age 59 1/2

   By wsp, April 4, 2005
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • April 4, 2005

2. Excess/Defaulted Loan

   By mming, March 4, 2022
   • 5 replies
   • 1.3k views
   • 
   • mming
   • May 19, 2022

3. Distribution Forms

   By Guest NPS Darren, May 11, 2011
   • 1 reply
   • 1.3k views
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   • Bird
   • May 13, 2011

4. Payroll withholding continued after loan was paid off

   By Trekker, July 29, 2008
   • 5 replies
   • 1.3k views
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   • Trekker
   • July 29, 2008

5. Hardship Withdrawal plus Withholding Taxes in Cash

   By KateSmithPA, June 4, 2009
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • June 4, 2009

6. adding loan policy

   By Lori H, July 24, 2008
   • 5 replies
   • 1.3k views
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   • Lori H
   • July 28, 2008

7. Repaying Defaulted Loan

   By KateSmithPA, November 22, 2002
   • 2 replies
   • 1.3k views
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   • KateSmithPA
   • November 22, 2002

8. See-Through Trust Beneficiary

   By GMK, September 12, 2014
   • 3 replies
   • 1.3k views
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   • GMK
   • September 15, 2014

9. TRIGGERING EVENTS FOR ROLLOVERS? THAT IS THE QUESTION!!

   By jlf, August 28, 1999
   • 0 replies
   • 1.3k views
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   • jlf
   • August 28, 1999

10. QDROs and Joinders

    By Guest SEmer1969, February 1, 2011
    • 1 reply
    • 1.3k views
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    • QDROphile
    • February 1, 2011

11. loan payments made through payroll deduction but employer failed to send payments to trust account

    By eilano, October 8, 2004
    • 2 replies
    • 1.3k views
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    • Lori Friedman
    • October 8, 2004

12. FIT submitted in error

    By Guest GregSelf, March 8, 2000
    • 3 replies
    • 1.3k views
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    • Guest
    • March 10, 2000

13. Age 55 Distribution 10% Penalty Exception Question

    By Guest jvgatty, April 11, 2012
    • 3 replies
    • 1.3k views
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    • QDROphile
    • April 11, 2012

14. If a participant has a portion of his balance that was deposited on hi

    By Guest Patrick J. De Craene, October 7, 1999
    • 0 replies
    • 1.3k views
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    • Guest
    • October 7, 1999

15. Unforseeable Emergency (457)

    By Felicia, April 29, 2009
    • 1 reply
    • 1.3k views
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    • J Simmons
    • April 30, 2009

16. Refinancing a loan when only 1 loan at time is permitted

    By Guest H. Joseph, January 8, 2010
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • January 11, 2010

17. ADP Corrective Distribution

    By hunter001, June 30, 2009
    • 1 reply
    • 1.3k views
    • 
    • Laura Harrington
    • July 1, 2009

18. What ever happened to the 1997 Florida loan tax on qualified plans?

    By RCK, February 28, 2001
    • 0 replies
    • 1.3k views
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    • RCK
    • February 28, 2001

19. Forced payouts under $ 1,000.

    By Guest jetfaninmn, June 24, 2005
    • 1 reply
    • 1.3k views
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    • JanetM
    • June 24, 2005

20. 1099's/with holding not done on distributions.

    By Lori H, September 27, 2004
    • 5 replies
    • 1.3k views
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    • pmacduff
    • September 28, 2004

21. Loan Repayment Delay

    By thepensionmaven, May 15, 2020
    • 4 replies
    • 1.3k views
    • 
    • Luke Bailey
    • May 20, 2020

22. Hardship withdrawal approval

    By pixmax, June 18, 2013
    • 2 replies
    • 1.3k views
    • 
    • BG5150
    • June 19, 2013

23. 2 or more penalty free exceptions from same IRA?

    By Guest Sherry Gordon, May 17, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 17, 2001

24. revocation of 70 1/2 election

    By k man, June 8, 2000
    • 2 replies
    • 1.3k views
    • 
    • k man
    • June 8, 2000

25. 457 Distributions

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

26. Offset loans in M/P

    By Ervin Barham, October 9, 1999
    • 0 replies
    • 1.3k views
    • 
    • Ervin Barham
    • October 9, 1999

27. Loan and subsequent withdrawal- balance leave only loan

    By jane123, February 25, 2005
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • March 2, 2005

28. Loan Repayment Requirements

    By Archimage, April 22, 2002
    • 1 reply
    • 1.3k views
    • 
    • Alan Simpson
    • April 22, 2002

29. Exception to 60 day rule for rollovers

    By katieinny, April 17, 2003
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • April 29, 2003

30. Payout of Terminated and now Deceased Participant

    By Basically, August 29, 2023
    • 8 replies
    • 1.3k views
    • 
    • CuseFan
    • August 30, 2023

31. New Loan after Defaulted Loan

    By Dougsbpc, December 2, 2015
    • 3 replies
    • 1.3k views
    • 
    • 401_noob
    • December 3, 2015

32. Direct rollover by non-spouse benficiary

    By SMB, February 3, 2009
    • 6 replies
    • 1.3k views
    • 
    • SMB
    • February 6, 2009

33. 10-year averaging and Capital Gain Treatment

    By Guest Iwonder, March 19, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 20, 2007

34. loan interest

    By betheeg, March 31, 2004
    • 6 replies
    • 1.3k views
    • 
    • FundeK
    • April 1, 2004

35. Works for Hospital... and own practice

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

36. Loan for just one quater-is this OK

    By jane123, December 20, 2004
    • 2 replies
    • 1.3k views
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    • RCK
    • December 21, 2004

37. Remedy for PSP distribution to estate, not designated beneficiary?

    By Guest mkaplan1, March 28, 2005
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • March 28, 2005

38. can't determine FMV for RMD

    By Scuba 401, December 20, 2011
    • 6 replies
    • 1.3k views
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    • Scuba 401
    • December 21, 2011

39. EDB not 73, must RMDs start?

    By ACK, May 21
    • 4 replies
    • 1.3k views
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    • Bruce1
    • June 12

40. Rollover Check - disgruntled participant

    By Pammie57, August 1, 2018
    • 11 replies
    • 1.3k views
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    • KED
    • August 2, 2018

41. Cashing loan check immediately after firing

    By rblum50, February 6, 2024
    • 9 replies
    • 1.3k views
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    • Bird
    • February 8, 2024

42. Rollover of after tax contributions to Roth.

    By Guest Steve Palmer, February 19, 2002
    • 1 reply
    • 1.3k views
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    • BPickerCPA
    • February 20, 2002

43. RMD

    By Guest forum4, December 20, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 20, 2005

44. Recommended Software for 1099s, Form 945?

    By Guest jmarini, January 23, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 5, 2004

45. distribution upon death to a foundation

    By Earl, June 3, 2005
    • 2 replies
    • 1.3k views
    • 
    • Earl
    • June 7, 2005

46. Hardship Request building a house

    By 52626, February 19, 2015
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • February 19, 2015

47. alternative health plans in governmental agency

    By Guest Junk, August 16, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 16, 2001

48. "Retired" for determining RMD beginning date

    By Guest beppie_stark, December 22, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 22, 2004

49. Correcting a defaulted loan

    By katieinny, March 1, 2007
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • March 2, 2007

50. 1099-R question

    By Scuba 401, February 18, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 19, 2003