Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. State Withholding

   By Guest ADMINREX, February 16, 2006
   • 21 replies
   • 8.9k views
   • 
   • Guest
   • August 9, 2011

2. State withholding

   By SMB, May 17, 2006
   • 5 replies
   • 1.6k views
   • 
   • Guest
   • June 7, 2006

3. State Withholding

   By dmwe, November 15, 2005
   • 3 replies
   • 1.9k views
   • 
   • dmwe
   • November 15, 2005

4. State withholding

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

5. State Withholding Form

   By emmetttrudy, October 22, 2012
   • 2 replies
   • 1k views
   • 
   • mbozek
   • October 23, 2012

6. STATE WITHHOLDING ON DISTRIBUTIONS

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

7. State withholding on loan offset

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

8. State withholding on minimum distributions

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

9. State withholding tax chart

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

10. State Withholding Taxes on distributions.

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

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

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

12. Stopping installment payments?

    By BG5150, July 5, 2024
    • 8 replies
    • 1.1k views
    • 
    • Belgarath
    • October 31, 2025

13. Stopping RMD

    By Rob P, April 17, 2009
    • 0 replies
    • 1.2k views
    • 
    • Rob P
    • April 17, 2009

14. Stopping RMDs

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

15. Stoppng payroll deduction loan repayment

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

16. Sub-S Corp & loan

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

17. Substantially equal and eligible rollover contributions

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

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

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

19. 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

20. Subtantially equal payments impossible.

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

21. Subtantially equal periodic payments - payments in first year

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

22. Successful methods for locating lost participants???

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

23. Successor Beneficiary of an Inherited IRA

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

24. Surviving Spouse and Disclaimer of Benefits

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

25. Survivor Benefits Claimed by Two Wives

    By Guest jac, December 31, 2003
    • 10 replies
    • 1.8k views
    • 
    • mal
    • January 3, 2004

26. Suspend RMDs

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

27. Suspension of Benefit

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

28. Suspension of Benefits

    By Randy Watson, April 8, 2009
    • 1 reply
    • 1.1k views
    • 
    • Everett Moreland
    • April 9, 2009

29. Suspension of Benefits on Re-Employment

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

30. Switch tables?

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

31. Takeover Loan Question

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

32. Taking a Distribution and Loan Offset

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

33. 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

34. Tangible Assets

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

35. Tax code on 1099R for defaulted loans

    By Guest terid, June 24, 2003
    • 1 reply
    • 9.2k views
    • 
    • Harwood
    • June 24, 2003

36. Tax consequences of pre-retirement death benefits.

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

37. tax deductible if interest is credited to participant

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

38. Tax deposit coupons for 2011

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

39. Tax Deposits

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

40. Tax Free Transfer from IRA to Qualified Charity

    By KevinMc, July 9, 2024
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • July 9, 2024

41. Tax levy

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

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

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

43. tax notice for Cares Act Distributions

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

44. Tax on cash Distribution

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

45. Tax question re: alternate payee

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

46. Tax Reporting Defaulted Loans

    By DTH, November 20, 2002
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • November 20, 2002

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

    By C Williams, January 15, 2021   

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

48. Tax reporting of deceased participant loan

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

49. 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

50. tax w/holding on fees too?

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