Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Payment of Federal Tax Withholding During The Year

   By mming, February 21, 2019
   • 9 replies
   • 1.7k views
   • 
   • Earl
   • February 25, 2019

2. Payment of State Withholding Taxes

   By Fred Payne, February 6, 2002
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • February 9, 2002

3. Payment to joint account?

   By Carol V. Calhoun, September 11, 2015
   • 3 replies
   • 882 views
   • 
   • david rigby
   • September 13, 2015

4. Payments Owed by DB Plan to Deceased Participant

   By Guest lvegas, January 15, 2004
   • 7 replies
   • 1.6k views
   • 
   • Guest
   • January 20, 2004

5. Payout of Terminated and now Deceased Participant

   By Basically, August 29, 2023
   • 8 replies
   • 1.4k views
   • 
   • CuseFan
   • August 30, 2023

6. Payout prior to distribution date

   By eilano, June 22, 2001
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • June 22, 2001

7. Payout to Substantial Owner in Defined Benefit Plan

   By drakecohen, October 19, 2015
   • 1 reply
   • 881 views
   • 
   • My 2 cents
   • October 19, 2015

8. Payout wording of DRO - any issues?

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

9. Payroll date last day of month, deposit next month, default date?

   By TPApril, August 21, 2021
   • 7 replies
   • 892 views
   • 
   • TPApril
   • August 23, 2021

10. Payroll withholding continued after loan was paid off

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

11. PBGC beneficiary

    By Dave105, June 28, 2017
    • 3 replies
    • 706 views
    • 
    • Mike Preston
    • June 30, 2017

12. penalties for failure to issue 1099

    By Belgarath, June 22, 2017
    • 0 replies
    • 708 views
    • 
    • Belgarath
    • June 22, 2017

13. Penalties for incorrect address on 1099

    By Belgarath, April 26, 2005
    • 6 replies
    • 11.2k views
    • 
    • Belgarath
    • April 28, 2005

14. Penalties for not withholding

    By Guest cosmo01, June 9, 2003
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • June 10, 2003

15. Penalties for not withholding

    By Guest Suanne, August 18, 2004
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • August 18, 2004

16. Penalties for Rollovers?

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

17. Penalty for Missed RMD

    By Dougsbpc, January 16, 2025
    • 5 replies
    • 3.1k views
    • 
    • Peter Gulia
    • January 16, 2025

18. Penalty for untimely 402(f) notice.

    By KJohnson, January 23, 2003
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • January 24, 2003

19. Penalty for Using 8109-B?

    By Guest North Meets South, April 8, 2009
    • 11 replies
    • 1.7k views
    • 
    • K2retire
    • April 14, 2009

20. Penalty(?) for sending out a 1099-R late?

    By BG5150, January 30, 2009
    • 1 reply
    • 7.7k views
    • 
    • david rigby
    • January 30, 2009

21. Penatly(?) for not cashing out low balances

    By BG5150, May 29, 2014
    • 5 replies
    • 1.1k views
    • 
    • MoJo
    • May 29, 2014

22. Pending DRO/ terminating plan

    By Guest SEBBH, December 10, 2009
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • December 22, 2009

23. pension

    By Guest emmala, November 14, 2011
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • November 14, 2011

24. Pension Benefit Recovery

    By Guest Julie, August 8, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • August 8, 2005

25. Pension Bill/ Non-Spouse Beneficiary

    By Guest Gompers, August 4, 2006
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • August 4, 2006

26. Pension Distribution Forms Software

    By Guest Judy D, August 15, 2002
    • 1 reply
    • 1.3k views
    • 
    • Demosthenes
    • August 16, 2002

27. Pension Distribution Withholding - State Level

    By pmacduff, December 4, 2002
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • December 4, 2002

28. Pension Payments Deferred thru Employer Error

    By Guest atraveler, February 26, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 26, 2005

29. Pension Payout

    By Guest JD698, September 21, 2006
    • 9 replies
    • 2k views
    • 
    • Guest
    • September 21, 2006

30. Pension Protection Act and Non-Spouse Beneficiary

    By Guest EMM118, August 22, 2006
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • August 23, 2006

31. pension protection against debts

    By Guest jesseg46, September 16, 2002
    • 6 replies
    • 1.6k views
    • 
    • kocak
    • September 17, 2002

32. Pensioner is not cashing payments to avoid IRS

    By Guest Ben S, September 2, 2005
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • September 3, 2005

33. PERF plan in Indiana

    By Guest nynaeve, April 27, 2009
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 27, 2009

34. Periodic Payments

    By Guest ehe0219, January 23, 2013
    • 2 replies
    • 999 views
    • 
    • Guest
    • January 24, 2013

35. periodic payments vs required minimum distributions

    By M Norton, August 18, 2020
    • 3 replies
    • 886 views
    • 
    • M Norton
    • August 19, 2020

36. Periodic vs. Nonperiodic Distributions

    By Fielding Mellish, April 24, 2017
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • April 24, 2017

37. Perjury for CARES distribution

    By justanotheradmin, February 7, 2024
    • 4 replies
    • 1.4k views
    • 
    • Peter Gulia
    • February 8, 2024

38. Plan Administer's Duty to Verify Marital Status

    By Guest wwest, January 24, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 24, 2000

39. Plan Administrator Failed to Deduct Loan Payments

    By Guest Sara H, March 4, 2002
    • 6 replies
    • 2.2k views
    • 
    • Mike Preston
    • March 7, 2002

40. Plan amended in 1995 to delay distributions until NRA; pre-'95 moneys still have to be distributed sooner (as under pre-'95 document)?

    By katieinny, October 8, 2003
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • October 8, 2003

41. Plan Amendment to allow a Retiree in Pay Status to Elect Another Form of Distribution

    By smm, September 24, 2003
    • 1 reply
    • 1k views
    • 
    • david rigby
    • September 24, 2003

42. Plan and Loan Note Conflict, Which Controls?

    By Alf, September 24, 2004
    • 4 replies
    • 1.1k views
    • 
    • Alf
    • September 27, 2004

43. Plan as Creditor

    By Guest Sieve, February 10, 2009
    • 11 replies
    • 1.6k views
    • 
    • J Simmons
    • March 20, 2009

44. Plan Changes Loan Provisions

    By Vlad401k, March 3, 2017
    • 3 replies
    • 702 views
    • 
    • CuseFan
    • March 6, 2017

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

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

46. Plan contribution after required beginning date

    By Ken Davis, May 17, 2013
    • 1 reply
    • 944 views
    • 
    • QDROphile
    • May 17, 2013

47. plan disqualification (tax conseqences)

    By Scuba 401, August 11, 2020
    • 5 replies
    • 937 views
    • 
    • Larry Starr
    • August 12, 2020

48. Plan distribution - Overpayment

    By Lori Friedman, February 11, 2005
    • 5 replies
    • 2k views
    • 
    • Kirk Maldonado
    • February 12, 2005

49. Plan Distribution to Spouse

    By Dazednconfused, November 23, 2010
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • November 24, 2010

50. Plan document or Will?

    By DMcGovern, February 7, 2013   

    • no beneficiary designation
    • 3 replies
    • 1k views
    • 
    • masteff
    • February 7, 2013