Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Distributions to Annuitant after death

   By Guest Quinn, June 15, 1999
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   • 1.5k views
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   • Guest
   • June 15, 1999

2. Distribution Fees and Residual Distributions

   By Guest CindyB, April 6, 2006
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   • Guest
   • April 6, 2006

3. new minimum distribution rules- separate accounts

   By card, February 10, 2001
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   • 1.4k views
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   • card
   • February 10, 2001

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

   By John A, November 13, 2001
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   • John A
   • November 13, 2001

5. refunds paid by participant - IRS 1099R

   By Guest anomi, January 27, 2007
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   • 1.5k views
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   • Guest
   • January 27, 2007

6. QPSA Lump Sum Payment to Nonresident Alien

   By RTK, February 13, 2024
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   • 380 views
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   • RTK
   • February 13, 2024

7. Plan Rollovers by Estates to Inherited IRAs

   By Guest Bob:, September 12, 2013   

   • Estate
   • Rollover
   • (and 5 more)

     Tagged with:

     • Estate
     • Rollover
     • Inherited
     • IRA
     • Transfer
     • Direct
     • Qualified
   • 0 replies
   • 4k views
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   • Guest
   • September 12, 2013

8. Elimination of 1099 Distribution Codes B and C

   By Guest BillRupp, July 22, 1999
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   • Guest
   • July 22, 1999

9. Loans and Bankruptcy

   By Guest Moreno, August 23, 2001
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   • 1.3k views
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   • Guest
   • August 23, 2001

10. IRS Lien

    By waid10, January 3, 2013   

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

11. ESOP distributions - not enough cash to withhold 20% and required state withholding

    By Guest fore01k, February 17, 2005
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    • Guest
    • February 17, 2005

12. Forms

    By Egold, December 13, 2023
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    • 435 views
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    • Egold
    • December 13, 2023

13. RMD-surviving spouse--rollover to IRA

    By Felicia, December 5, 2003
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    • 1.4k views
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    • Felicia
    • December 5, 2003

14. Corrective distribution = revocation of 5 year annuity election?

    By Guest JPCMPLS, March 22, 2001
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    • 1.4k views
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    • Guest
    • March 22, 2001

15. Controlled Group - Transfer Loan from Plan A to Plan B to follow employee from Company A to Company B

    By SRM, December 16, 2004
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    • 1.2k views
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    • SRM
    • December 16, 2004

16. 401k plan beneficiary RMD

    By Santo Gold, April 14, 2022
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    • 284 views
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    • Santo Gold
    • April 14, 2022

17. 2 outstanding loans for primary residence

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

18. RMD to alternate payee

    By Scuba 401, October 16, 2017
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    • 505 views
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    • Scuba 401
    • October 16, 2017

19. Tax withholding on distributions not eligible for rollover

    By Guest bmurphy, December 28, 2001
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    • 1.5k views
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    • Guest
    • December 28, 2001

20. New 1099-R / 5498 Instructions

    By Guest Derelict, April 23, 2003
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    • 1k views
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    • Guest
    • April 23, 2003

21. 8-11-99 "How Much Can You Afford to Spend" by: Scott Burns

    By jlf, August 11, 1999
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    • 1.3k views
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    • jlf
    • August 11, 1999

22. RMD - DB to DC and Off Calendar

    By Guest Twinky, October 11, 2007
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    • 1.6k views
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    • Guest
    • October 11, 2007

23. IRS Notice 2010 945

    By DP, June 5, 2012
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    • 927 views
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    • DP
    • June 5, 2012

24. Confusion on 401k rollover limitations...

    By Guest Zebo, November 3, 2006
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    • 2k views
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    • Guest
    • November 3, 2006

25. Applying Loan Repayments to Sources

    By Guest Ken_Systems, August 17, 1999
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    • 1.4k views
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    • Guest
    • August 17, 1999

26. plan loan statistics

    By Guest kfel, January 23, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • January 23, 2001

27. Conversion from C to S Corp.

    By Guest, August 18, 1999
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    • 1.4k views
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    • Guest
    • August 18, 1999

28. RMD

    By Guest forum4, December 20, 2005
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    • 1.3k views
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    • Guest
    • December 20, 2005

29. Form 945

    By Bird, February 1, 2010
    • 0 replies
    • 976 views
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    • Bird
    • February 1, 2010

30. Distribution Tax Withholding/1099-Rs

    By sam2012, February 7, 2014   

    • 1099-Rs
    • state tax withhodling
    • 0 replies
    • 1.2k views
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    • sam2012
    • February 7, 2014

31. Distribution from DC Plan Prior to Payout Date

    By Guest LCOLLINS, June 12, 2006
    • 0 replies
    • 964 views
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    • Guest
    • June 12, 2006

32. Benefits Questions

    By Guest Linda Valenta, August 23, 1999
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    • Guest
    • August 23, 1999

33. Required Minimum Distributions for rehired employees

    By Guest jdw, December 5, 2003
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    • 1.7k views
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    • Guest
    • December 5, 2003

34. MRD and Asset sale

    By PMC, December 12, 2007
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    • 845 views
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    • PMC
    • December 12, 2007

35. Stopping RMD

    By Rob P, April 17, 2009
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    • 1.1k views
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    • Rob P
    • April 17, 2009

36. Has anybody seen my basis?

    By Ervin Barham, August 26, 1999
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    • 1.4k views
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    • Ervin Barham
    • August 26, 1999

37. Death Benefit 401K Spousal Rollover with ROTH

    By Lou S., December 12, 2024
    • 0 replies
    • 502 views
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    • Lou S.
    • December 12, 2024

38. Loan to Ineligible Participant

    By Guest CRC02, March 18, 2003
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    • 1.4k views
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    • Guest
    • March 18, 2003

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

    By Guest crosseyetester, July 13, 2007
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    • 899 views
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    • Guest
    • July 13, 2007

40. Posted in DB plans, but more applicable here -

    By Erik Read, October 5, 2005
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    • 1.2k views
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    • Erik Read
    • October 5, 2005

41. TRIGGERING EVENTS FOR ROLLOVERS? THAT IS THE QUESTION!!

    By jlf, August 28, 1999
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    • 1.3k views
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    • jlf
    • August 28, 1999

42. How do new required minimum distribution rules affect DB plans?

    By dmb, February 13, 2001
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    • dmb
    • February 13, 2001

43. Plan Loan - distribution following leave

    By Guest DTromb, January 30, 2007
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    • Guest
    • January 30, 2007

44. loan policy effective date

    By Guest JWR, September 17, 2010
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    • Guest
    • September 17, 2010

45. Do you have to provide a 402(f) notice before processing a loan offset?

    By FundeK, March 24, 2004
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    • 1.2k views
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    • FundeK
    • March 24, 2004

46. Puzzled over 401(k) Beneficiary Rights

    By Guest cole stevenson, January 4, 2001
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    • Guest
    • January 4, 2001

47. Beneficiary Designation Issue

    By chris, August 5, 2003
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    • 1.1k views
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    • chris
    • August 5, 2003

48. Reasonable Time locating missing

    By Guest AdminFL, April 3, 2003
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    • 939 views
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    • Guest
    • April 3, 2003

49. Min Dist and Multiple Beneficiaries

    By Guest jmurph, September 13, 1999
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    • 1.3k views
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    • Guest
    • September 13, 1999

50. RMD - New "Rules"

    By CJS07, November 4, 2009
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    • 1k views
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    • CJS07
    • November 4, 2009