Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Loans To Owners Of S-corps

   By Guest KNAF, January 22, 2002
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   • Guest
   • January 22, 2002

2. Repayment of impermissible hardship withdrawal

   By dcoderre, February 17, 2011
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   • dcoderre
   • February 17, 2011

3. last check, tax reporting and withholding

   By Guest puzzled, January 11, 2013   

   • pension
   • withholding
   • (and 7 more)

     Tagged with:

     • pension
     • withholding
     • beneficiary
     • last check
     • final benefit payment
     • reissue
     • constructive
     • 1099-R
     • taxation
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   • January 11, 2013

4. Minimum Distributions

   By Guest RBlaine, August 7, 2001
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   • Guest
   • August 7, 2001

5. Changing Distribution Options

   By Guest bmurphy, March 8, 2002
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   • Guest
   • March 8, 2002

6. "Retired" for determining RMD beginning date

   By Guest beppie_stark, December 22, 2004
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   • Guest
   • December 22, 2004

7. Can the beneficiary (the spouse) get Net Unrealized Appreciation tax t

   By Guest jason, December 1, 1999
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   • Guest
   • December 1, 1999

8. Help in finding a private letter ruling or individual PTE re:participant loans

   By Guest BrianF, March 12, 2004
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   • 925 views
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   • Guest
   • March 12, 2004

9. DEATH OF 100% OWNER PARTICIPANT

   By Guest GENE, December 2, 1999
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   • Guest
   • December 2, 1999

10. Spousal Consent - Legally Separated but not Divorced

    By Guest ircreader, June 8, 2004
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    • Guest
    • June 8, 2004

11. Asset reversion DC Plan

    By Guest pensionadmin, December 12, 2001
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    • Guest
    • December 12, 2001

12. Determine value in land at time of death?

    By Guest tightlie2, August 28, 2003
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    • Guest
    • August 28, 2003

13. Timing of Dsitribution Issue...

    By chris, October 19, 2004
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    • 990 views
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    • chris
    • October 19, 2004

14. RMDs where spousal beneficiary dies

    By Bird, December 12, 2006
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    • 1k views
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    • Bird
    • December 12, 2006

15. Options for spousal beneficiary after minimum distributions have begun

    By Richard Anderson, March 28, 2001
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    • Richard Anderson
    • March 28, 2001

16. latest permissible term date

    By ccassetty, June 6, 2003
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    • ccassetty
    • June 6, 2003

17. PERF plan in Indiana

    By Guest nynaeve, April 27, 2009
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    • Guest
    • April 27, 2009

18. What does Reg. §401(a)-11 really mean?

    By Guest pension222, May 14, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • May 14, 2001

19. Updated safe harbor eligible rollover explanation?

    By Guest Kennedy, November 20, 2001
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    • 1.3k views
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    • Guest
    • November 20, 2001

20. Leave of Absence Loan Payment Suspensions

    By Guest Pennysaver, February 17, 2012
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    • 999 views
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    • Guest
    • February 17, 2012

21. RMD With an IRA and a 401(k) Account

    By Guest MFuentes, December 6, 1999
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    • Guest
    • December 6, 1999

22. Correcting Ancient 1099R ??

    By Guest halka, June 5, 2001
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    • Guest
    • June 5, 2001

23. Withholding on distributions rolled into a Roth IRA

    By Guest jsample, December 9, 2009
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    • Guest
    • December 9, 2009

24. Does Model 402(f) Notice Satisfy 3405 Rules if not ERD?

    By Alf, November 20, 2003
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    • Alf
    • November 20, 2003

25. auto-rollover... to employer's other plan?

    By AlbanyConsultant, October 2, 2015
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    • 656 views
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    • AlbanyConsultant
    • October 2, 2015

26. Payee of the required minimum distribution in the year of the death of

    By Guest SCUDDESLER, May 14, 2001
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    • Guest
    • May 14, 2001

27. employee transfer

    By Guest MNR, May 22, 2002
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    • Guest
    • May 22, 2002

28. Alternative Defined Contribution Plan Failure

    By Guest RandomQuestion, June 15, 2012
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    • 687 views
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    • Guest
    • June 15, 2012

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

    By Peter Gulia, January 9
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    • 840 views
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    • Peter Gulia
    • January 9

30. Distribution fees paid by participants

    By ljr, January 23, 2004
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    • ljr
    • January 23, 2004

31. corrective distributions under ppa

    By Beemer, October 18, 2006
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    • 1.1k views
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    • Beemer
    • October 18, 2006

32. Notice of Availbalilty of Rollover Treatment

    By Guest KennyH, November 16, 2007
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    • 931 views
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    • Guest
    • November 16, 2007

33. 401(a)(9) Incorporation by Reference?

    By Guest CRC02, November 20, 2003
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    • Guest
    • November 20, 2003

34. Audits of deceased participants

    By Guest who me?, June 3, 2005
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    • Guest
    • June 3, 2005

35. BRF Testing for QJSA provisions/401(k) MPP merger

    By KJohnson, December 10, 2009
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    • KJohnson
    • December 10, 2009

36. Lump Sums

    By Randy Watson, January 31, 2006
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    • Randy Watson
    • January 31, 2006

37. Annuities from a DC plan

    By Guest Grumpy456, April 18, 2006
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    • Guest
    • April 18, 2006

38. Anticutback issue - change of timing of distribution

    By Guest Star Seeker, January 23, 2002
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    • Guest
    • January 23, 2002

39. RMD Question

    By Guest MichaelO, June 30, 2004
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    • 903 views
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    • Guest
    • June 30, 2004

40. Automatic Rollovers - Notice 2005-5 & Puerto Rico residents

    By jaemmons, March 21, 2005
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    • jaemmons
    • March 21, 2005

41. Can a lay off be considered a leave of absence

    By R. Butler, August 21, 2009
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    • 942 views
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    • R. Butler
    • August 21, 2009

42. Rollover after beginning age 70 1/2 distributions not mandataed by 401

    By KJohnson, December 31, 1999
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    • KJohnson
    • December 31, 1999

43. Tax Reporting Defaulted Loans

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

44. 402(g) Excess distributed b/4 PYE when loss involved

    By blue, December 4, 2008
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    • blue
    • December 4, 2008

45. Tax deposit coupons for 2011

    By Anonymoose, July 27, 2010
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    • 921 views
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    • Anonymoose
    • July 27, 2010

46. Outstanding policy loan taxable at surrender

    By Guest cjorgenson, December 15, 2000
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    • Guest
    • December 15, 2000

47. Can active participants over age 72 make MRD elections now?

    By Guest crosseyetester, March 22, 2006
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    • Guest
    • March 22, 2006

48. In-Service Distributions?

    By Jilliandiz, July 24, 2007
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    • 923 views
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    • Jilliandiz
    • July 24, 2007

49. Correcting missed RMDs

    By Guest RJMOB, January 30, 2008
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    • Guest
    • January 30, 2008

50. Distribution Debacle

    By doombuggy, January 19, 2011
    • 0 replies
    • 978 views
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    • doombuggy
    • January 19, 2011