Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Gain on excess annual additions

   By Guest ktyler, November 1, 2005
   • 1 reply
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • November 2, 2005

2. Rollover to a Roth IRA

   By Guest jetfaninmn, October 6, 2006
   • 2 replies
   • 1.2k views
   • 
   • doombuggy
   • October 9, 2006

3. How to distribute vested benefits to illegal aliens?

   By JDuns, January 30, 2003
   • 1 reply
   • 1.2k views
   • 
   • Appleby
   • January 30, 2003

4. Maximum Loan Amount

   By jane123, January 13, 2005
   • 3 replies
   • 1.2k views
   • 
   • jane123
   • January 13, 2005

5. Disability Distribution - Non-Taxable Scenario?

   By TCWalker, August 4, 2005
   • 0 replies
   • 1.2k views
   • 
   • TCWalker
   • August 4, 2005

6. Can participants still be given option to defer RBD after end of GUST

   By John A, November 13, 2001
   • 0 replies
   • 1.2k views
   • 
   • John A
   • November 13, 2001

7. Form 945: Do you complete Paid Preparer section?

   By pensionreview, December 24, 2018
   • 2 replies
   • 1.2k views
   • 
   • Larry Starr
   • December 26, 2018

8. State taxes

   By rcline46, September 29, 2004
   • 4 replies
   • 1.2k views
   • 
   • david rigby
   • September 29, 2004

9. Missing Participants and State Law

   By Susan S., July 18, 2013
   • 2 replies
   • 1.2k views
   • 
   • BG5150
   • July 19, 2013

10. Rollover of plan account when RMD is due

    By Santo Gold, May 3, 2005
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • May 3, 2005

11. Withholding on distribution to Estate

    By dmwe, June 26, 2007
    • 1 reply
    • 1.2k views
    • 
    • wsp
    • June 26, 2007

12. Tracking Payments to Retired Participants.

    By Guest, April 13, 2000
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • April 13, 2000

13. Definition of Employer in 402(e)(4)

    By Guest newtobenefits, October 8, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 8, 2009

14. Withholding for beneficiary

    By ombskid, December 13, 2010
    • 4 replies
    • 1.2k views
    • 
    • ombskid
    • December 13, 2010

15. Refinanced participant loan

    By Guest Pat Metallic, April 23, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 23, 2002

16. 72(p) Cure Period After Leave of absence

    By Guest dms9999, March 27, 2009
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • April 3, 2009

17. Is this really a "Distribution", requiring a 1099?

    By Guest Happy Actuary, August 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • August 12, 2004

18. Roth Rollover to Roth IRA in 2008 and 2009 snafu

    By Gruegen, August 24, 2007
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • August 24, 2007

19. In-service dist. from money p.plan

    By Guest Keenan, January 10, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 10, 2000

20. Roth 401(k) Distributions -- When are earnings tax free?

    By Jean, August 12, 2005
    • 0 replies
    • 1.2k views
    • 
    • Jean
    • August 12, 2005

21. Repayment of Hardship money allowed?

    By Guest m.n.ouellette, May 7, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • May 7, 2004

22. employee transfer

    By Guest MNR, May 22, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 22, 2002

23. Interim Valuations

    By J2D2, July 23, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • July 23, 2002

24. Can a loan be issued for more than 50% of account balance?

    By BG5150, May 7, 2010
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • May 18, 2010

25. RMD and Life Insurance Investment

    By RPP2001, December 9, 2013
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • December 9, 2013

26. Where to find settled cases?

    By FundeK, July 27, 2004
    • 2 replies
    • 1.2k views
    • 
    • FundeK
    • July 27, 2004

27. QJSA exception for PS balances

    By Fred Payne, January 25, 2002
    • 0 replies
    • 1.2k views
    • 
    • Fred Payne
    • January 25, 2002

28. Can a Plan accept as a rollover funds previously distributed under a Q

    By Guest [Pat M], June 8, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 8, 2000

29. Rollover amount in Loan calculation

    By Guest isg2013, August 1, 2013
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 1, 2013

30. Non-Resident Alien Distribution

    By Nassau, June 18, 2013
    • 1 reply
    • 1.2k views
    • 
    • BG5150
    • June 18, 2013

31. Loans To Owners Of S-corps

    By Guest KNAF, January 22, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 22, 2002

32. Accidental RMD

    By Guest Hank_155, June 8, 2004
    • 4 replies
    • 1.2k views
    • 
    • TBob
    • June 9, 2004

33. Loan Interest Rates

    By FundeK, May 29, 2007
    • 2 replies
    • 1.2k views
    • 
    • FundeK
    • May 29, 2007

34. Looking for 1099-R Software Recommendations

    By YY, December 11, 2020
    • 8 replies
    • 1.2k views
    • 
    • Susan S.
    • January 25, 2021

35. RMD question - Non-owner, still working

    By Spencer, May 24, 2012
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • May 24, 2012

36. What code to use for a qualified hurricane distribution?

    By Vlad401k, October 6, 2017
    • 3 replies
    • 1.2k views
    • 
    • Phil Royce
    • October 9, 2017

37. 72(t) distribution and rollover account

    By Guest TDH, February 6, 2004
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • February 6, 2004

38. Non-qualified variable annuites

    By Guest davet, February 6, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 6, 2002

39. Infrequent dists... small plans...EFTPS....

    By K-t-F, August 28, 2006
    • 1 reply
    • 1.2k views
    • 
    • Jim Norman
    • August 28, 2006

40. Impact of Chapter 13 Bankruptcy on Loan

    By Guest tracys, December 12, 2002
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • December 12, 2002

41. How should on-going minimum required distributions be calculated when

    By John A, May 2, 2000
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • May 2, 2000

42. Death benefit new spouse

    By Guest Peggy806, February 5, 2009
    • 6 replies
    • 1.2k views
    • 
    • J Simmons
    • February 6, 2009

43. loans:deemed distributions on a takeover plan

    By Lori H, April 18, 2006
    • 1 reply
    • 1.2k views
    • 
    • ERISAnut
    • May 2, 2006

44. 1099-R coding for Rollover

    By Guest perplexedbypensions, January 22, 2014
    • 3 replies
    • 1.2k views
    • 
    • My 2 cents
    • January 23, 2014

45. 2 outstanding loans for primary residence

    By Guest Runner, December 28, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 28, 2001

46. recordkeeper error allows excess hardship distribution

    By K2retire, August 13, 2009
    • 2 replies
    • 1.2k views
    • 
    • K2retire
    • August 14, 2009

47. Plan Termination Distribution

    By Guest Kevin1, October 14, 2009
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • October 14, 2009

48. Loan rollover to IRA

    By pmacduff, February 8, 2007
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • February 8, 2007

49. Loan Refinancing

    By Guest jkwok, November 27, 2002
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • November 28, 2002

50. Roth Ira Distributions

    By Guest APPPRO, July 13, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 15, 2002