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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,204 topics in this forum

  1. IRS Rejection of 1099R TIN when filing taxes

    By AmyETPA,
    • 2 replies
    • 1.2k views

  2. senior moment

    By thepensionmaven,
    • 8 replies
    • 1.4k views

  3. Default IRA Custodians

    By Dougsbpc,
    • 1 reply
    • 678 views

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

    By Lauren3333,
    • 5 replies
    • 2.1k views

  5. Inservice distribution from 401(k) Pooled Account - need written policy or procedures example

    By M Norton,   
    • 5 replies
    • 1.2k views

  6. 945 "Adjusted amount due" Notices - 2021 and 2022 plan years

    By RestAssured,
    • 8 replies
    • 1.4k views
    • Tom
    • Tom

  7. 2nd Loan... have I been doing it wrong?

    By Basically,
    • 7 replies
    • 1.9k views

  8. RMD required? No documentation found for old distribution erroneously rolled into IRA

    By Barbara,
    • 4 replies
    • 1.2k views

  9. Direct rollover even without distribution event?

    By ERISA guy,
    • 5 replies
    • 3.7k views

  10. Switch tables?

    By thepensionmaven,
    • 1 reply
    • 630 views

  11. W-4P or W-4R for RMDs?

    By BG5150,
    • 4 replies
    • 2.4k views

  12. When is a partner’s required beginning date for a required minimum distribution?

    By Peter Gulia,
    • 6 replies
    • 1.8k views

  13. another RMD Error

    By thepensionmaven,
    • 3 replies
    • 1.1k views

  14. RMD under Secure Act 2.0

    By steve45,
    • 1 reply
    • 913 views

  15. Roth Conversion of After Tax Basis in Deemed Distribution

    By ERISA1,
    • 0 replies
    • 738 views

  16. RMD Withholding Form W-4R or W-4P

    By Ananda,
    • 2 replies
    • 3.9k views

  17. Distribution of NYCER PENSION benefits upon death

    By Edie,
    • 2 replies
    • 3.2k views

  18. tricky death benefit question

    By Santo Gold,
    • 7 replies
    • 2.7k views

  19. Does a plan’s administrator take the participant’s word for it that a loan will be used to acquire the participant’s principal residence?

    By Peter Gulia,
    • 7 replies
    • 1.4k views

  20. A Dumb Question

    By bzorc,
    • 3 replies
    • 1.2k views

  21. 1099 R Year

    By AmyETPA,
    • 1 reply
    • 792 views

  22. Missed RMD by TPA

    By VirtualTPA,   
    • 13 replies
    • 3.2k views

  23. 2020 Covid Withdrawal Issue

    By 401kAllTheWay,
    • 0 replies
    • 541 views

  24. Transfer of Life Insurance Profit Sharing Plan

    By thepensionmaven,
    • 5 replies
    • 1.2k views

  25. State withholding

    By Belgarath,
    • 4 replies
    • 1.2k views

  26. For someone born in 1959, is 73 or 75 the “applicable age” that sets a required beginning date?

    By Peter Gulia,
    • 7 replies
    • 5.6k views

  27. RMD 5% owner under constructive ownership

    By AnnCK,
    • 2 replies
    • 1.6k views

  28. What should loan balance be for a loan offset?

    By Basically,
    • 1 reply
    • 992 views

  29. 945 Filing

    By thepensionmaven,
    • 1 reply
    • 803 views
    • Tom
    • Tom

  30. RMD Rolled Over

    By Lou S.,
    • 5 replies
    • 2.3k views

  31. In Service Distribution

    By Basically,
    • 1 reply
    • 790 views

  32. RMD for spousal beneficiary

    By pmacduff,
    • 3 replies
    • 892 views

  33. Late 402(g) refund--1099-R question

    By BG5150,
    • 7 replies
    • 2.8k views

  34. Distribution elections over the phone?

    By The 401k Whisperer,
    • 6 replies
    • 1.7k views

  35. RMD for recently deceased & 1099-R/1-person plan

    By TPApril,
    • 4 replies
    • 1.6k views

  36. W-4R necessary?

    By AnnCK,
    • 12 replies
    • 8.1k views

  37. Who is responsible for the RMD?

    By rblum50,
    • 2 replies
    • 1.5k views

  38. When does the distribution occur for 1099-R and withholding purposes when you interplead a benefit?

    By Luke Bailey,
    • 13 replies
    • 3.1k views

  39. Write off of small balances

    By Tom,
    • 1 reply
    • 836 views
    • Bri
    • Bri

  40. Plan termination - loan offsets - participant age 55 to 59 1/2 - 1099-R form

    By pmacduff,
    • 6 replies
    • 4.3k views

  41. Decedent past required beginning date was receiving RMDs but died this year before receiving 2022 RMD; there is a dispute about who should get the money so plan may not be able to pay before end of year

    By Luke Bailey,
    • 3 replies
    • 1.2k views

  42. Can Rollover from pension to Roth IRA count toward RMD?

    By M Norton,
    • 3 replies
    • 1.4k views

  43. What happens to a 401k plan loan to a participant who happens to also be Trustee and subsequently terminates employment?

    By jkharvey,
    • 5 replies
    • 2.2k views

  44. Divorce Distribution - Timing and QDRO

    By Basically,
    • 12 replies
    • 2.8k views

  45. Plan Termination Distribution Election Form maintained on file

    By A Shot in the Dark,
    • 3 replies
    • 1.5k views

  46. Getting rid of a retirement plan’s lifetime-income investments

    By Peter Gulia,
    • 1 reply
    • 664 views

  47. Does "Post-Secondary Education" include 5 day programs for Hardship Purposes?

    By cheersmate,
    • 2 replies
    • 1.1k views

  48. RMDs and Rehire

    By BTG,
    • 4 replies
    • 2.3k views

  49. New forms W4-R and W4-P

    By Bird,
    • 8 replies
    • 2.1k views

  50. ROBS Plan - RMD?

    By justanotheradmin,
    • 2 replies
    • 2.3k views
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