Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. State withholding

   By Belgarath, January 2, 2023
   • 4 replies
   • 716 views
   • 
   • Belgarath
   • January 6, 2023

2. State Withholding Form

   By emmetttrudy, October 22, 2012
   • 2 replies
   • 992 views
   • 
   • mbozek
   • October 23, 2012

3. STATE WITHHOLDING ON DISTRIBUTIONS

   By Guest TRUST53, December 11, 1998
   • 2 replies
   • 2.9k views
   • 
   • Guest
   • December 17, 1998

4. State withholding on loan offset

   By Beemer, June 5, 2024
   • 2 replies
   • 622 views
   • 
   • Beemer
   • June 5, 2024

5. State withholding on minimum distributions

   By Guest terric, November 30, 2004
   • 3 replies
   • 1.3k views
   • 
   • Bird
   • November 30, 2004

6. State withholding tax chart

   By BG5150, January 16, 2009
   • 3 replies
   • 3.4k views
   • 
   • david rigby
   • January 21, 2009

7. State Withholding Taxes on distributions.

   By Guest MEWilson, November 19, 2003
   • 7 replies
   • 1.9k views
   • 
   • Guest
   • November 20, 2003

8. Status of loan when payments are withheld but not submitted

   By Guest MarthaAdmin, November 4, 2004
   • 1 reply
   • 993 views
   • 
   • mbozek
   • November 4, 2004

9. Stopping installment payments?

   By BG5150, July 5, 2024
   • 8 replies
   • 1k views
   • 
   • Belgarath
   • October 31

10. Stopping RMD

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

11. Stopping RMDs

    By Guest babs51, November 14, 2006
    • 1 reply
    • 1.9k views
    • 
    • Leopurrd
    • November 14, 2006

12. Stoppng payroll deduction loan repayment

    By Guest, October 22, 1999
    • 5 replies
    • 1.8k views
    • 
    • MoJo
    • October 26, 1999

13. Sub-S Corp & loan

    By alexa, January 31, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • January 31, 2003

14. Substantially equal and eligible rollover contributions

    By Belgarath, January 13, 2017
    • 3 replies
    • 937 views
    • 
    • Belgarath
    • January 13, 2017

15. Substantially Equal Periodic Payments Begin/Subsequent Disability/10%

    By Guest, December 5, 2000
    • 1 reply
    • 1.5k views
    • 
    • Michael Devault
    • December 5, 2000

16. Substitution of collateral -- is it a renegotiation, extension, renewal or revision of a pre-TEFRA participant loan?

    By Guest tcallow, September 30, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • September 30, 2003

17. Subtantially equal payments impossible.

    By imchipbrown, January 31, 2001
    • 3 replies
    • 2k views
    • 
    • Michael Devault
    • February 1, 2001

18. Subtantially equal periodic payments - payments in first year

    By Guest Gary Rouse, January 31, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 31, 2001

19. Successful methods for locating lost participants???

    By Guest pjg, March 25, 2003
    • 11 replies
    • 2.2k views
    • 
    • rosskeene
    • March 24, 2004

20. Successor Beneficiary of an Inherited IRA

    By 52626, July 1, 2024
    • 5 replies
    • 1.2k views
    • 
    • Appleby
    • July 7, 2024

21. Surviving Spouse and Disclaimer of Benefits

    By mal, March 15, 2020
    • 3 replies
    • 1.4k views
    • 
    • AKconsult
    • March 19, 2020

22. Survivor Benefits Claimed by Two Wives

    By Guest jac, December 31, 2003
    • 10 replies
    • 1.7k views
    • 
    • mal
    • January 3, 2004

23. Suspend RMDs

    By PMC, January 18, 2006
    • 0 replies
    • 1.2k views
    • 
    • PMC
    • January 18, 2006

24. Suspension of Benefit

    By Guest t936, April 21, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 21, 2005

25. Suspension of Benefits

    By Randy Watson, April 8, 2009
    • 1 reply
    • 1k views
    • 
    • Everett Moreland
    • April 9, 2009

26. Suspension of Benefits on Re-Employment

    By Guest TooMuchFreeTime, February 18, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 18, 2009

27. Switch tables?

    By thepensionmaven, February 23, 2023
    • 1 reply
    • 313 views
    • 
    • R Griffith
    • March 6, 2023

28. Takeover Loan Question

    By Vlad401k, October 28, 2017
    • 6 replies
    • 1.4k views
    • 
    • LANDO
    • October 31, 2017

29. Taking a Distribution and Loan Offset

    By Vlad401k, December 11, 2019
    • 1 reply
    • 768 views
    • 
    • Larry Starr
    • December 11, 2019

30. Taking Distribution to Pay Off Credit Cards, Traditional or ROTH?

    By Guest Jim Hunt, April 22, 1999
    • 1 reply
    • 1.9k views
    • 
    • Ervin Barham
    • April 23, 1999

31. Tangible Assets

    By Guest m.n.ouellette, April 29, 2008
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • April 29, 2008

32. Tax code on 1099R for defaulted loans

    By Guest terid, June 24, 2003
    • 1 reply
    • 9.1k views
    • 
    • Harwood
    • June 24, 2003

33. Tax consequences of pre-retirement death benefits.

    By jlf, November 15, 2000
    • 1 reply
    • 1.8k views
    • 
    • Wessex
    • November 15, 2000

34. tax deductible if interest is credited to participant

    By Guest billy bong, February 8, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 8, 1999

35. Tax deposit coupons for 2011

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

36. Tax Deposits

    By Earl, November 25, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • November 14, 2001

37. Tax Free Transfer from IRA to Qualified Charity

    By KevinMc, July 9, 2024
    • 2 replies
    • 935 views
    • 
    • Peter Gulia
    • July 9, 2024

38. Tax levy

    By Bird, March 24, 2010
    • 4 replies
    • 2.8k views
    • 
    • Bird
    • March 28, 2010

39. Tax Notice at time of distribution from 401(k)?

    By Guest Kennedy, March 10, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 10, 2000

40. tax notice for Cares Act Distributions

    By mattmc82, April 6, 2020
    • 2 replies
    • 724 views
    • 
    • AlbanyConsultant
    • April 8, 2020

41. Tax on cash Distribution

    By Egold, January 25, 2024
    • 3 replies
    • 615 views
    • 
    • Bill Presson
    • January 25, 2024

42. Tax question re: alternate payee

    By Guest cdg, March 1, 2002
    • 9 replies
    • 2.7k views
    • 
    • mbozek
    • March 4, 2002

43. Tax Reporting Defaulted Loans

    By DTH, November 20, 2002
    • 0 replies
    • 1.1k views
    • 
    • DTH
    • November 20, 2002

44. Tax reporting excess contribution - 401(k) / IRA rollover

    By C Williams, January 15, 2021   

    • excess contribution
    • 1 reply
    • 669 views
    • 
    • Luke Bailey
    • January 19, 2021

45. Tax reporting of deceased participant loan

    By Guest halka, April 28, 1999
    • 10 replies
    • 2.8k views
    • 
    • ETA Consulting LLC
    • September 12, 2012

46. Tax Return Rejected due to EIN on 1099-R

    By Lori H, February 23, 2007
    • 5 replies
    • 2.6k views
    • 
    • Jim Chad
    • February 28, 2007

47. tax w/holding on fees too?

    By TPApril, March 3, 2020
    • 16 replies
    • 1.8k views
    • 
    • Bill Presson
    • March 4, 2020

48. Tax withholding and reporting on escheated funds

    By Oh so SIMPLE, April 1, 2011
    • 1 reply
    • 4.3k views
    • 
    • Jim Norman
    • April 2, 2011

49. Tax withholding before or after check delivery fees?

    By bcmom, May 8, 2014   

    • distributions
    • tax withholding
    • 11 replies
    • 2.5k views
    • 
    • Belgarath
    • May 9, 2014

50. Tax Withholding from payment to deceased's estate

    By flosfur, March 22, 2008
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • March 22, 2008