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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,195 topics in this forum

  1. 1099-R reporting for loan Rolled over to another plan

    By JButtrick,
    • 3 replies
    • 1.6k views

  2. 1099r for loan

    By betheeg,
    • 4 replies
    • 1.9k views

  3. Recommended Software for 1099s, Form 945?

    By Guest jmarini,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  4. Endorsement Language

    By Guest yukon,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  5. Forced Distributions for DC Account balances between $200-$5000 and Participant Consent

    By Guest MSP,
    • 2 replies
    • 1.4k views

  6. Minimum Dist question

    By Earl,
    • 2 replies
    • 1.5k views

  7. No taxes withheld...

    By Guest RONNIE WASEL,
    • 1 reply
    • 1.2k views

  8. Help - Severance Distribution and Bankrupty Court Order

    By Medusa,
    • 1 reply
    • 1.3k views

  9. Minimum distributions from inherited funds

    By Guest Ed Walker,
    • 2 replies
    • 1.1k views

  10. Amend for Retroactive Cashout Provision?

    By ERISAatty,
    • 1 reply
    • 1.5k views

  11. Distribution fees paid by participants

    By ljr,
    • 0 replies
    • 1.2k views
    • ljr
    • ljr

  12. Distribution Timing

    By Guest padmin,
    • 2 replies
    • 2k views

  13. reporting withholding on 2003 1099-R and 945 if client "forgot" to deposit until 2004

    By maverick,
    • 4 replies
    • 1.2k views

  14. State Income Tax Withholding for Maryland on retirement plan distribut

    By Guest Kevin Plymyer,
    • 6 replies
    • 3.6k views

  15. Loan to 10% Partner Still a PT?

    By Christine Roberts,
    • 2 replies
    • 1.4k views

  16. Payments Owed by DB Plan to Deceased Participant

    By Guest lvegas,
    • 7 replies
    • 1.8k views
    • Guest
    • Guest

  17. Pre-1987 403(b) Balance

    By Guest DLearning,
    • 3 replies
    • 2.7k views

  18. Cashout Limits Applied to Alternate Payee?

    By WDIK,
    • 3 replies
    • 2.1k views

  19. Form 1099-R Reporting

    By Guest Donna Neuhauser,
    • 3 replies
    • 2.4k views

  20. Too much taken as 70 1/2 minimum distribution in DB plan where participant is not yet at retirement age.

    By Guest picwrc,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  21. what year to report dist on 1099?

    By Guest greggi39,
    • 6 replies
    • 1.4k views
    • Guest
    • Guest

  22. How to Calculate Accrued Interest on Deemed Distribution for 1099-R

    By Guest dyoder,
    • 1 reply
    • 4.1k views

  23. Hardship for Tuition.

    By FundeK,
    • 1 reply
    • 1.7k views

  24. Distribution reported incorrectly to client

    By doombuggy,
    • 2 replies
    • 1.4k views

  25. Survivor Benefits Claimed by Two Wives

    By Guest jac,
    • 10 replies
    • 2k views
    • mal
    • mal

  26. 1099R forms not filed

    By Guest nlmc18,
    • 5 replies
    • 1.8k views

  27. Minimum Distributions from 403(b)

    By Guest DLearning,
    • 4 replies
    • 1.5k views
    • Guest
    • Guest

  28. Deemed Distribution to Participant who has filed under Chapter 13

    By Guest Suanne,
    • 2 replies
    • 1.2k views

  29. State Tax withholding ?

    By Guest sjpilger,
    • 1 reply
    • 1.2k views

  30. Repetitive Payments and After Tax contributions

    By Guest JEP,
    • 1 reply
    • 1k views

  31. Participant dies before RBD with daughter as sole beneficiary

    By dmb,
    • 3 replies
    • 1.4k views

  32. Maximum Loan Calculation

    By Guest KMP,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  33. Can you stop Required Minimum payments?

    By FundeK,
    • 2 replies
    • 2k views

  34. Federal Withholding from Qualified Plan

    By Guest THess,
    • 8 replies
    • 2k views

  35. RMD--multiple beneficiaries

    By Felicia,
    • 1 reply
    • 1.3k views

  36. Failure to make loan repayments

    By J. Bringhurst,
    • 1 reply
    • 1.4k views

  37. Death Distribution w/ No Beneficiary, No Spouse, No Estate?

    By Guest Dan Gomez,
    • 1 reply
    • 1.5k views

  38. Money Purchase Plan - no last day provision - can you fund MPPP contribution if participants terms during PY?

    By Guest goaliemom,
    • 1 reply
    • 1.2k views

  39. Should Reg Z loan disclosure include MF redemption fees?

    By Guest halka,
    • 1 reply
    • 1.1k views

  40. RMD from DC Plans and IRA's

    By Guest lindamichals,
    • 1 reply
    • 1.3k views

  41. Participant is terminated, taking a lump sum distribution and is on disability....do they get special treatment on the tax withholding...he is age 57?

    By Jilliandiz,
    • 2 replies
    • 1.4k views

  42. RMD in year of death

    By Guest RAA,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  43. Distribution of a deceased participant

    By Guest terric,
    • 5 replies
    • 1.6k views

  44. RMDs--after tax monies

    By Felicia,
    • 4 replies
    • 1.6k views

  45. new rules for 2004?

    By Guest lindamichals,
    • 1 reply
    • 1.5k views

  46. Optional Form of Benefit Eliminated

    By Dougsbpc,
    • 1 reply
    • 1.4k views

  47. Prohibited Transaction--or fixed by EGTRRA

    By Guest CRC02,
    • 4 replies
    • 1.7k views

  48. Loans in Balance Forward Plans

    By Archimage,
    • 1 reply
    • 1.3k views

  49. Rollover of PS-58 costs

    By Guest Judy S,
    • 2 replies
    • 2.1k views

  50. 2004 W4-P

    By Guest ArrowMatt,
    • 2 replies
    • 1.4k views
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