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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

  1. RMD from an IRA and subsequent rollover to 401(k) of IRA balance

    By Dennis G.,   
    • 2 replies
    • 852 views

  2. Military Reservist Distribution -

    By Guest kchadwell,
    • 0 replies
    • 852 views
    • Guest
    • Guest

  3. RMD and owner

    By Guest dhall,
    • 2 replies
    • 852 views

  4. Protected form of distribution?

    By Randy Watson,
    • 0 replies
    • 852 views

  5. 2020 RMD reclassified as Coronavirus-related Distribuiton

    By B21,
    • 7 replies
    • 851 views

  6. When does a partner "terminate" for distribuiton

    By jkharvey,
    • 2 replies
    • 851 views

  7. IRA rollover in QP RMDs?

    By pompton,   
    • 3 replies
    • 851 views

  8. Proof for restricted loans???

    By heygents,
    • 1 reply
    • 850 views

  9. Consent of spouse?

    By Lori H,
    • 3 replies
    • 850 views

  10. Withhold Taxes on Death Benefit?

    By Fielding Mellish,
    • 1 reply
    • 850 views

  11. uncashed distribution check - rev rul 2019-19

    By Tom Poje,
    • 4 replies
    • 850 views

  12. after tax contributions on termination of employment

    By Guest josephr,
    • 1 reply
    • 850 views

  13. RMD - stock sold, but is spouse still a "5% owner"?

    By AlbanyConsultant,
    • 3 replies
    • 850 views

  14. 1099R coding of post-tax contribs cashed out

    By JulesInCNY,   
    • 5 replies
    • 850 views

  15. Limit term of loan

    By ombskid,
    • 3 replies
    • 849 views

  16. Withholding on distributions rolled into a Roth IRA

    By Guest jsample,
    • 0 replies
    • 848 views
    • Guest
    • Guest

  17. SECURE Act and credit card based loans

    By t.haley,
    • 2 replies
    • 847 views

  18. IRS Rejection of 1099R TIN when filing taxes

    By AmyETPA,
    • 2 replies
    • 847 views

  19. Home Purchase

    By Guest Donell,
    • 1 reply
    • 845 views

  20. Small balance force-outs

    By Tom,
    • 2 replies
    • 845 views

  21. Both Spouse and Spouse have died before RBD

    By yttap,
    • 5 replies
    • 844 views

  22. MRD and Asset sale

    By PMC,
    • 0 replies
    • 843 views
    • PMC
    • PMC

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

    By Dougsbpc,
    • 4 replies
    • 842 views

  24. Donate part of minimum distribution

    By SheilaD,
    • 1 reply
    • 842 views

  25. When is the first RMD due & what is the benefit to use

    By Jakyasar,
    • 6 replies
    • 841 views

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

    By Peter Gulia,
    • 0 replies
    • 840 views

  27. Pre-mature 401(k) withdrawal

    By rcline46,
    • 2 replies
    • 839 views

  28. RMD question

    By BG5150,
    • 1 reply
    • 839 views

  29. Partial Plan Term - Can Participant Leave Money In Plan???

    By RestAssured,
    • 3 replies
    • 838 views

  30. RMD for active owner rolled balance

    By pmacduff,
    • 6 replies
    • 837 views

  31. In-service distribution of rollover account only

    By t.haley,
    • 4 replies
    • 836 views

  32. State income tax withholding - CA

    By SMB,
    • 1 reply
    • 836 views

  33. periodic payments vs required minimum distributions

    By M Norton,
    • 3 replies
    • 836 views

  34. Rollover before Required Beginning Date

    By Gilmore,
    • 4 replies
    • 836 views

  35. Loan Processed Twice

    By Guest jolson,
    • 1 reply
    • 835 views

  36. Does a plan’s administrator need to know whether a beneficiary is an eligible designated beneficiary?

    By Peter Gulia,   
    • 4 replies
    • 834 views

  37. Hardhip withdrawal of MP funds transferred to K plan

    By BG5150,
    • 1 reply
    • 832 views

  38. Force-out of "lost partiicpants" in ongoing plan

    By BG5150,
    • 3 replies
    • 831 views
    • JOH
    • JOH

  39. Death Benefit to a Trust

    By D Lewis,
    • 0 replies
    • 831 views

  40. 1099-R and post age 55 distribution

    By pmacduff,
    • 3 replies
    • 831 views

  41. RMD in Plan with ROTH and non-ROTH

    By Lou S.,
    • 2 replies
    • 831 views

  42. Family fued on death benefit

    By arthurkagan,   
    • 2 replies
    • 831 views

  43. Rollover into Qualified Plan that should not have been allowed

    By Guest Why Me!,
    • 0 replies
    • 831 views
    • Guest
    • Guest

  44. Participant dies and beneficiaries are sisters

    By Jakyasar,
    • 8 replies
    • 830 views

  45. Loan note for an laid off participant

    By Santo Gold,
    • 0 replies
    • 830 views

  46. Inward rollovers TO a qualified plan by..

    By Jerry Erisa,
    • 2 replies
    • 829 views

  47. Inservice Distribution Rolled Over To IRA

    By Lucky32,
    • 3 replies
    • 828 views

  48. ISW provision required to take more than RMD?

    By Guest Connie H,
    • 1 reply
    • 827 views
    • Guest
    • Guest

  49. PS58 part of RMD?

    By drakecohen,
    • 3 replies
    • 827 views

  50. electronic filing of 1099-R forms

    By pmacduff,
    • 4 replies
    • 826 views
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