Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Distribution of Benefits - how often must we commence?

   By waid10, November 17, 2009
   • 1 reply
   • 942 views
   • 
   • Kevin C
   • November 17, 2009

2. Can beneficiary roll distribution into participant's 401k

   By Effen, December 28, 2010
   • 4 replies
   • 942 views
   • 
   • Appleby
   • December 29, 2010

3. IRS Notice 2010 945

   By DP, June 5, 2012
   • 0 replies
   • 941 views
   • 
   • DP
   • June 5, 2012

4. Terminated Participant who wants to keep $$ in Plan

   By Pammie57, July 5, 2018
   • 4 replies
   • 940 views
   • 
   • Pammie57
   • July 9, 2018

5. Mortgage company requesting plan doc

   By TPApril, October 17, 2016
   • 6 replies
   • 940 views
   • 
   • K2retire
   • October 18, 2016

6. Distribution Fees

   By Guest lvisco, May 5, 2011
   • 1 reply
   • 940 views
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   • GMK
   • May 5, 2011

7. In-Service Distributions?

   By Jilliandiz, July 24, 2007
   • 0 replies
   • 940 views
   • 
   • Jilliandiz
   • July 24, 2007

8. Loan Program

   By BG5150, June 6, 2012
   • 2 replies
   • 939 views
   • 
   • Bird
   • June 7, 2012

9. 1099R filed twice

   By Santo Gold, August 30, 2017
   • 1 reply
   • 939 views
   • 
   • ETA Consulting LLC
   • August 30, 2017

10. Loan Default on 12/31/2020

    By Gilmore, May 13, 2020
    • 3 replies
    • 938 views
    • 
    • Luke Bailey
    • May 19, 2020

11. J&S Outside U.S.

    By Nate X, August 30, 2016   

    • J&S
    • spousal consent
    • 2 replies
    • 938 views
    • 
    • Nate X
    • August 31, 2016

12. Help in finding a private letter ruling or individual PTE re:participant loans

    By Guest BrianF, March 12, 2004
    • 0 replies
    • 938 views
    • 
    • Guest
    • March 12, 2004

13. Tax deposit coupons for 2011

    By Anonymoose, July 27, 2010
    • 0 replies
    • 937 views
    • 
    • Anonymoose
    • July 27, 2010

14. Hypothetical RMD question

    By BG5150, December 5, 2008
    • 2 replies
    • 936 views
    • 
    • BG5150
    • December 8, 2008

15. RMD from DB plan when plan is terminating

    By dmb, March 22, 2011
    • 0 replies
    • 935 views
    • 
    • dmb
    • March 22, 2011

16. RMD Calculation

    By Earl, December 16, 2010
    • 1 reply
    • 934 views
    • 
    • masteff
    • December 16, 2010

17. Distribution but no dist form

    By jmartin, April 9, 2013
    • 3 replies
    • 934 views
    • 
    • jmartin
    • April 9, 2013

18. Disabled Participant and Loan Offset

    By Ananda, February 28, 2023
    • 2 replies
    • 933 views
    • 
    • Lou S.
    • April 19, 2023

19. Required distribution forms for an alternate payee from a QDRO

    By Rai401k, March 22, 2004
    • 0 replies
    • 933 views
    • 
    • Rai401k
    • March 22, 2004

20. Spousal consent for loans--balance question

    By BG5150, August 27, 2024
    • 5 replies
    • 932 views
    • 
    • C. B. Zeller
    • August 29, 2024

21. RMD Required for now less than 5% owner?

    By Dougsbpc, September 9, 2021
    • 4 replies
    • 932 views
    • 
    • Peter Gulia
    • September 9, 2021

22. plan disqualification (tax conseqences)

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

23. Loan repayment from personal account

    By ombskid, December 1, 2016
    • 6 replies
    • 932 views
    • 
    • hr for me
    • December 2, 2016

24. IRS Lien

    By waid10, January 3, 2013   

    • Required to withhold?
    • 0 replies
    • 931 views
    • 
    • waid10
    • January 3, 2013

25. Late RMDs and Failure to Elect Form of Benefit

    By AAS2, March 23, 2017   

    • rmd
    • 1 reply
    • 931 views
    • 
    • CuseFan
    • March 24, 2017

26. POA no longer in force

    By DMcGovern, September 20, 2012
    • 1 reply
    • 931 views
    • 
    • ETA Consulting LLC
    • September 20, 2012

27. Processing Fee for Loan

    By Guest dott, April 20, 2010
    • 1 reply
    • 930 views
    • 
    • QDROphile
    • April 20, 2010

28. Max Loan Calculated and then the Market Drops

    By CO Bank, June 11, 2013
    • 2 replies
    • 929 views
    • 
    • CO Bank
    • June 12, 2013

29. Special Tax Notice for in service dists?

    By TPApril, December 15, 2021
    • 1 reply
    • 929 views
    • 
    • Lou S.
    • December 15, 2021

30. DB Disability Benefit Notice Requirements

    By DTH, March 24, 2003
    • 1 reply
    • 928 views
    • 
    • Guest
    • March 24, 2003

31. RMD after rollover

    By ombskid, November 3, 2016
    • 4 replies
    • 927 views
    • 
    • Lou S.
    • November 3, 2016

32. Inservice Distribution

    By Pammie57, August 10, 2016
    • 2 replies
    • 927 views
    • 
    • Lou S.
    • August 10, 2016

33. IRA to plan to avoid RMD

    By ombskid, July 21, 2014
    • 1 reply
    • 926 views
    • 
    • masteff
    • July 21, 2014

34. Distribution to non-terminated employee; taxes withheld

    By 401king, June 15, 2010
    • 0 replies
    • 926 views
    • 
    • 401king
    • June 15, 2010

35. EPCRS Procedures - Is this eligible for SCP?

    By emmetttrudy, January 15, 2013
    • 2 replies
    • 925 views
    • 
    • Kevin C
    • January 16, 2013

36. Prohibited Transaction or Ordinary Loan Default?

    By Guest LHart, July 21, 2010
    • 0 replies
    • 924 views
    • 
    • Guest
    • July 21, 2010

37. Hardship Distribution

    By PFranckowiak, January 11, 2017
    • 2 replies
    • 924 views
    • 
    • hr for me
    • January 11, 2017

38. Maximium Loan after prohibited transaction

    By Guest SuzieQNEC, February 27, 2009
    • 1 reply
    • 924 views
    • 
    • Jim Chad
    • February 27, 2009

39. RMD for DB Participant

    By Dougsbpc, December 18, 2007
    • 0 replies
    • 923 views
    • 
    • Dougsbpc
    • December 18, 2007

40. Hardships

    By Nassau, November 30, 2011
    • 2 replies
    • 923 views
    • 
    • masteff
    • November 30, 2011

41. For a US tax return or tax payment due today, one may take an extra day, to January 10.

    By Peter Gulia, January 9, 2025
    • 0 replies
    • 922 views
    • 
    • Peter Gulia
    • January 9, 2025

42. Determination of loan amount with market fluctuation

    By jsample, March 11, 2020
    • 4 replies
    • 921 views
    • 
    • jsample
    • March 13, 2020

43. RMD Question

    By Guest MichaelO, June 30, 2004
    • 0 replies
    • 921 views
    • 
    • Guest
    • June 30, 2004

44. Distributions of one cent

    By michael519, November 20, 2017
    • 3 replies
    • 921 views
    • 
    • Bird
    • November 20, 2017

45. Loan provisions

    By Belgarath, February 3, 2017
    • 6 replies
    • 920 views
    • 
    • K2retire
    • February 3, 2017

46. Distributions

    By Guest Kevin1, October 23, 2012
    • 1 reply
    • 920 views
    • 
    • ETA Consulting LLC
    • October 23, 2012

47. Who is the beneficiary?

    By Santo Gold, January 14, 2021
    • 7 replies
    • 918 views
    • 
    • Peter Gulia
    • January 19, 2021

48. Valuation of insurance policies

    By Guest death and taxes, April 20, 2004
    • 1 reply
    • 918 views
    • 
    • ljr
    • April 20, 2004

49. Distribution Paperwork

    By ConnieStorer, December 5, 2011
    • 0 replies
    • 918 views
    • 
    • ConnieStorer
    • December 5, 2011

50. Are non-owner rmd elections required? can they be changed?

    By Guest crosseyetester, July 13, 2007
    • 0 replies
    • 917 views
    • 
    • Guest
    • July 13, 2007