Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Minimum Dist question

   By Earl, February 3, 2004
   • 2 replies
   • 1.3k views
   • 
   • Earl
   • February 4, 2004

2. 3 loans, so one has to go

   By Guest Iwonder, July 19, 2007
   • 3 replies
   • 1.3k views
   • 
   • rcline46
   • July 23, 2007

3. See-Through Trust Beneficiary

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

4. Spouse MIA can she name a different beneficiary?

   By Guest EricWings, March 12, 2008
   • 3 replies
   • 1.3k views
   • 
   • GMK
   • March 13, 2008

5. Plan Loan to Partner

   By SMB, December 5, 2000
   • 0 replies
   • 1.3k views
   • 
   • SMB
   • December 5, 2000

6. Participant dies before RBD with daughter as sole beneficiary

   By dmb, December 22, 2003
   • 3 replies
   • 1.3k views
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   • FundeK
   • December 23, 2003

7. Revoking a TEFRA 242(b) election

   By TPATC, May 30, 2012
   • 1 reply
   • 1.3k views
   • 
   • ETA Consulting LLC
   • May 31, 2012

8. deferred shares

   By Guest rrkluchki, November 6, 2006
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • November 6, 2006

9. Post-EGTRRA Death Benefit when spouse is in same plan as participant?

   By John A, November 20, 2001
   • 0 replies
   • 1.3k views
   • 
   • John A
   • November 20, 2001

10. Defaulted loan

    By Guest MNR, December 10, 2002
    • 3 replies
    • 1.3k views
    • 
    • pmacduff
    • December 10, 2002

11. Options for spousal beneficiary after minimum distributions have begun

    By Richard Anderson, March 28, 2001
    • 0 replies
    • 1.3k views
    • 
    • Richard Anderson
    • March 28, 2001

12. Documentation for Loan on Principal Residence

    By Guest moore63, July 13, 2005
    • 2 replies
    • 1.3k views
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    • QDROphile
    • July 14, 2005

13. Altering substantially equal payments.

    By katieinny, August 13, 2002
    • 1 reply
    • 1.3k views
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    • BPickerCPA
    • August 14, 2002

14. Death Benefit Distribution options for non-spouse beneficiary.

    By Guest Mike Visse, May 17, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 17, 2000

15. Forced cash outs...

    By Guest RONNIE WASEL, June 13, 2003
    • 2 replies
    • 1.3k views
    • 
    • R. Butler
    • June 13, 2003

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

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

17. 1099-R filed twice

    By Santo Gold, February 1, 2007
    • 0 replies
    • 1.3k views
    • 
    • Santo Gold
    • February 1, 2007

18. Looking for 1099-R Software Recommendations

    By YY, December 11, 2020
    • 8 replies
    • 1.3k views
    • 
    • Susan S.
    • January 25, 2021

19. RMD & Charitable Rollovers

    By DP, October 29, 2007
    • 2 replies
    • 1.3k views
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    • DP
    • October 29, 2007

20. 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
    • 
    • Lori Friedman
    • October 8, 2004

21. 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
    • 
    • Guest
    • October 7, 1999

22. incorrect payouts and plan is terminated

    By Guest dubya, December 11, 2001
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • December 11, 2001

23. Changing Substantially Equal Pmts

    By Guest rickw, December 30, 2002
    • 8 replies
    • 1.3k views
    • 
    • Appleby
    • January 3, 2003

24. Termed Plan - trying to pay out remaining participants

    By Guest bmurphy, September 25, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • September 25, 2002

25. Retaining The Tax-Deferral by Non-Spouse Beneficiaries

    By jlf, December 4, 2000
    • 0 replies
    • 1.3k views
    • 
    • jlf
    • December 4, 2000

26. Impact of Loans at Retirement

    By joel, December 26, 2001
    • 0 replies
    • 1.3k views
    • 
    • joel
    • December 26, 2001

27. Early Withdrawal at age 59 1/2

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

28. Forced payouts under $ 1,000.

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

29. 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

30. 945 PTIN

    By Zoey, October 1, 2011
    • 0 replies
    • 1.3k views
    • 
    • Zoey
    • October 1, 2011

31. In-Service distribution: what forms to file, etc.

    By tertue, May 6, 2013   

    • in-service distribution
    • forms
    • (and 2 more)

      Tagged with:

      • in-service distribution
      • forms
      • filing
      • options
    • 2 replies
    • 1.3k views
    • 
    • Lou S.
    • May 6, 2013

32. Change in Timing of Distributions to Terminated Participants

    By chris, April 21, 2004
    • 2 replies
    • 1.3k views
    • 
    • chris
    • April 21, 2004

33. Unforseeable Emergency (457)

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

34. Repaying Defaulted Loan

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

35. Hardship Withdrawal plus Withholding Taxes in Cash

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

36. Loans--Death

    By Felicia, January 24, 2003
    • 2 replies
    • 1.3k views
    • 
    • RTK
    • January 27, 2003

37. ADP Corrective Distribution

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

38. what year to report dist on 1099?

    By Guest greggi39, January 13, 2004
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • January 14, 2004

39. Routing Numbers

    By Guest mikeak, August 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • E as in ERISA
    • August 21, 2002

40. adding loan policy

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

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

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

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

    By Lauren3333, March 13, 2023
    • 5 replies
    • 1.3k views
    • 
    • Paul I
    • March 17, 2023

43. Offset loans in M/P

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

44. QDRO amount exceeds the account balance

    By AJC, December 19, 2024
    • 10 replies
    • 1.3k views
    • 
    • Peter Gulia
    • December 20, 2024

45. Do your clients’ retirement plans allow a participant to get her benefit in periodic payments?

    By Peter Gulia, January 22, 2019
    • 19 replies
    • 1.3k views
    • 
    • Larry Starr
    • January 25, 2019

46. Exception to 60 day rule for rollovers

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

47. Rollover into plan includes employer stock

    By Bird, August 17, 2010
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • August 25, 2010

48. 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

49. QDROs and Joinders

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

50. 1099's/with holding not done on distributions.

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