Distributions and Loans, Other than QDROs

4,171 topics in this forum

1. Payroll date last day of month, deposit next month, default date?

   By TPApril, August 21, 2021
   • 7 replies
   • 887 views
   • 
   • TPApril
   • August 23, 2021

2. Withhold Taxes on Death Benefit?

   By Fielding Mellish, May 31, 2017
   • 1 reply
   • 887 views
   • 
   • CuseFan
   • May 31, 2017

3. SECURE Act and credit card based loans

   By t.haley, January 21, 2020
   • 2 replies
   • 887 views
   • 
   • Peter Gulia
   • January 21, 2020

4. Rollover before Required Beginning Date

   By Gilmore, May 23, 2024
   • 4 replies
   • 887 views
   • 
   • Gilmore
   • May 24, 2024

5. RMD Calculation and Money in Limbo at End of Year

   By Susan S., August 18, 2015
   • 2 replies
   • 886 views
   • 
   • Susan S.
   • August 18, 2015

6. electronic filing of 1099-R forms

   By pmacduff, December 30, 2019
   • 4 replies
   • 885 views
   • 
   • pmacduff
   • January 2, 2020

7. How many Forms 1099-R

   By Oh so SIMPLE, January 19, 2011
   • 0 replies
   • 885 views
   • 
   • Oh so SIMPLE
   • January 19, 2011

8. periodic payments vs required minimum distributions

   By M Norton, August 18, 2020
   • 3 replies
   • 885 views
   • 
   • M Norton
   • August 19, 2020

9. Beneficiary wants to keep money in plan

   By Guest lindamichals, October 26, 2007
   • 0 replies
   • 885 views
   • 
   • Guest
   • October 26, 2007

10. Loans from plan sponsor being merged with new company

    By Lori H, November 24, 2015
    • 4 replies
    • 884 views
    • 
    • QDROphile
    • November 24, 2015

11. 1099R coding of post-tax contribs cashed out

    By JulesInCNY, January 18, 2018   

    • post-tax
    • employer contributions
    • (and 2 more)

      Tagged with:

      • post-tax
      • employer contributions
      • 1099r
      • coding
    • 5 replies
    • 884 views
    • 
    • JulesInCNY
    • January 18, 2018

12. 2020 RMD reclassified as Coronavirus-related Distribuiton

    By B21, April 16, 2020
    • 7 replies
    • 883 views
    • 
    • RatherBeGolfing
    • April 17, 2020

13. Maximum Loan amount and subsequent distribution

    By Guest Statler, August 24, 2010
    • 1 reply
    • 883 views
    • 
    • Mike Preston
    • August 25, 2010

14. Terminated participant Age 56 & premature distribution penalty

    By Pammie57, May 13, 2016
    • 5 replies
    • 883 views
    • 
    • Lou S.
    • May 13, 2016

15. QPLO reporting

    By DMcGovern, February 11, 2021
    • 3 replies
    • 882 views
    • 
    • EagerToKnow
    • June 11, 2021

16. RMD for active owner rolled balance

    By pmacduff, January 29, 2019
    • 6 replies
    • 881 views
    • 
    • pmacduff
    • January 30, 2019

17. Payment to joint account?

    By Carol V. Calhoun, September 11, 2015
    • 3 replies
    • 881 views
    • 
    • david rigby
    • September 13, 2015

18. Payout to Substantial Owner in Defined Benefit Plan

    By drakecohen, October 19, 2015
    • 1 reply
    • 880 views
    • 
    • My 2 cents
    • October 19, 2015

19. In Service Distribution Upon Retirement Age

    By Basically, February 14, 2024
    • 4 replies
    • 879 views
    • 
    • Lou S.
    • February 14, 2024

20. Participant dies and beneficiaries are sisters

    By Jakyasar, December 3, 2020
    • 8 replies
    • 879 views
    • 
    • Jakyasar
    • December 6, 2020

21. Terminated Plan Participant Payout

    By Guest RichM, February 27, 2009
    • 1 reply
    • 879 views
    • 
    • K2retire
    • February 28, 2009

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

    By AlbanyConsultant, August 9, 2018
    • 3 replies
    • 878 views
    • 
    • AlbanyConsultant
    • August 13, 2018

23. What are the minimum amounts for allocating rollovers from a distribution?

    By Peter Gulia, December 7, 2023
    • 2 replies
    • 878 views
    • 
    • Peter Gulia
    • December 7, 2023

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

    By Dennis G., September 15, 2014   

    • RMD rollover
    • 2 replies
    • 876 views
    • 
    • Appleby
    • September 16, 2014

25. RMD stock acquisition

    By R. Butler, July 17, 2015
    • 1 reply
    • 876 views
    • 
    • ESOP Guy
    • July 17, 2015

26. 1099-R and post age 55 distribution

    By pmacduff, August 9, 2017
    • 3 replies
    • 875 views
    • 
    • pmacduff
    • August 9, 2017

27. Disclaimer by nonresident beneficiary

    By Guest halka, March 7, 2003
    • 0 replies
    • 874 views
    • 
    • Guest
    • March 7, 2003

28. Withholding on distributions rolled into a Roth IRA

    By Guest jsample, December 9, 2009
    • 0 replies
    • 873 views
    • 
    • Guest
    • December 9, 2009

29. RMD after death

    By Lou S., July 27, 2017
    • 7 replies
    • 873 views
    • 
    • Bird
    • July 28, 2017

30. IRA rollover in QP RMDs?

    By pompton, December 22, 2015   

    • IRA rollover
    • RMDs IRA in QP
    • 3 replies
    • 873 views
    • 
    • My 2 cents
    • December 23, 2015

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

    By RestAssured, March 20, 2019
    • 3 replies
    • 872 views
    • 
    • justanotheradmin
    • March 27, 2019

32. Distributions paid from wrong plan

    By Guest tdouglas@integrabc.com, September 11, 2013
    • 1 reply
    • 871 views
    • 
    • BG5150
    • September 11, 2013

33. Military Reservist Distribution -

    By Guest kchadwell, October 16, 2008
    • 0 replies
    • 871 views
    • 
    • Guest
    • October 16, 2008

34. RMD and owner

    By Guest dhall, May 6, 2009
    • 2 replies
    • 871 views
    • 
    • WDIK
    • May 6, 2009

35. Protected form of distribution?

    By Randy Watson, November 7, 2011
    • 0 replies
    • 871 views
    • 
    • Randy Watson
    • November 7, 2011

36. When does a partner "terminate" for distribuiton

    By jkharvey, September 28, 2012
    • 2 replies
    • 869 views
    • 
    • jkharvey
    • September 28, 2012

37. Consent of spouse?

    By Lori H, August 26, 2016
    • 3 replies
    • 868 views
    • 
    • My 2 cents
    • August 30, 2016

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

    By BG5150, August 16, 2021
    • 3 replies
    • 867 views
    • 
    • JOH
    • August 17, 2021

39. Proof for restricted loans???

    By heygents, February 12, 2014
    • 1 reply
    • 867 views
    • 
    • masteff
    • February 12, 2014

40. Limit term of loan

    By ombskid, June 14, 2013
    • 3 replies
    • 866 views
    • 
    • ombskid
    • June 14, 2013

41. after tax contributions on termination of employment

    By Guest josephr, August 26, 2008
    • 1 reply
    • 865 views
    • 
    • ERISAnut
    • August 26, 2008

42. order of withdrawal

    By Santo Gold, September 3, 2020
    • 3 replies
    • 865 views
    • 
    • Santo Gold
    • September 9, 2020

43. retirement disbursement option change

    By Teri, April 3, 2024
    • 5 replies
    • 865 views
    • 
    • Teri
    • April 5, 2024

44. MRD and Asset sale

    By PMC, December 12, 2007
    • 0 replies
    • 863 views
    • 
    • PMC
    • December 12, 2007

45. ROTH Distribution, Taxable?

    By Basically, April 25, 2023
    • 3 replies
    • 863 views
    • 
    • Basically
    • May 4, 2023

46. Cash out for terminated employee

    By Egold, February 16, 2024
    • 3 replies
    • 862 views
    • 
    • david rigby
    • February 16, 2024

47. Inservice Distribution Rolled Over To IRA

    By Lucky32, January 13, 2021
    • 3 replies
    • 862 views
    • 
    • Lucky32
    • January 13, 2021

48. State income tax withholding - CA

    By SMB, October 22, 2010
    • 1 reply
    • 862 views
    • 
    • david rigby
    • October 22, 2010

49. 1st RMD clarification

    By Basically, September 9, 2024
    • 3 replies
    • 860 views
    • 
    • Gina Alsdorf
    • October 3, 2024

50. Home Purchase

    By Guest Donell, March 29, 2012
    • 1 reply
    • 860 views
    • 
    • GBurns
    • March 29, 2012