Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Tax withholding and reporting on escheated funds

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

2. 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

3. Tax Withholding from payment to deceased's estate

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

4. Tax Withholding on ADP refund

   By Bruddah Kimo, October 15, 2007
   • 1 reply
   • 2.5k views
   • 
   • masteff
   • October 15, 2007

5. Tax withholding on corrective distribution

   By Guest Judy S, April 11, 2008
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • April 11, 2008

6. Tax withholding on distributions not eligible for rollover

   By Guest bmurphy, December 28, 2001
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • December 28, 2001

7. Tax Withholding on Minimum Distributions

   By Guest David Danziger, November 18, 1998
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • December 3, 1998

8. Tax withholding remitted by ER

   By Guest jimmybeau, February 20, 2009
   • 1 reply
   • 963 views
   • 
   • GMK
   • February 20, 2009

9. Tax withholding schedule of deposits - corporate vs. plan trust

   By legort69, January 26, 2005
   • 2 replies
   • 1.1k views
   • 
   • GBurns
   • January 26, 2005

10. Tax withholding sent to IRS in error

    By Guest Lawrenceg, February 6, 2006
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • February 6, 2006

11. Tax year for distributed loan balance?

    By Mleech, January 17, 2025
    • 2 replies
    • 1.6k views
    • 
    • Mleech
    • January 17, 2025

12. Taxability of life insurance held as an asset in PSP

    By billfgrady, December 6, 2003
    • 1 reply
    • 2.2k views
    • 
    • ccassetty
    • December 8, 2003

13. Taxability of Life Insurance Proceeds

    By Medusa, April 7, 2008
    • 0 replies
    • 1.6k views
    • 
    • Medusa
    • April 7, 2008

14. Taxable Calculation for RMD

    By Guest TAXMANAGER, August 18, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 18, 2009

15. Taxable Interest Income on Loan Offset

    By legort69, November 6, 2015
    • 5 replies
    • 1.6k views
    • 
    • smermal
    • January 26, 2016

16. Taxation of Annuities

    By ERISAAPPLE, January 26, 2019
    • 0 replies
    • 342 views
    • 
    • ERISAAPPLE
    • January 26, 2019

17. taxation and witholding on beneficiary payouts

    By K2, March 4, 2020
    • 1 reply
    • 691 views
    • 
    • justanotheradmin
    • March 4, 2020

18. Taxation of accrued interest on deemed loan.

    By Guest EBC, February 3, 2000
    • 2 replies
    • 2.5k views
    • 
    • KJohnson
    • February 8, 2000

19. Taxation of After Tax Distributions

    By Guest LKeener, May 19, 2008
    • 7 replies
    • 2.9k views
    • 
    • Mike Preston
    • May 20, 2008

20. Taxation of After-Tax Amounts

    By KateSmithPA, June 22, 2010
    • 3 replies
    • 1.1k views
    • 
    • mbozek
    • June 30, 2010

21. Taxation of After-tax and pre-tax assets in qualified plan

    By jane123, September 27, 2003
    • 12 replies
    • 2.6k views
    • 
    • GBurns
    • September 29, 2003

22. Taxation of after-tax RMDs

    By Guest Penny17, December 3, 2010
    • 6 replies
    • 1.6k views
    • 
    • masteff
    • December 6, 2010

23. Taxation of Defaulted Loan

    By KateSmithPA, April 4, 2002
    • 6 replies
    • 1.9k views
    • 
    • KateSmithPA
    • April 4, 2002

24. Taxation of Disability Benefits

    By Guest EagleEyes, May 12, 2005
    • 2 replies
    • 1.7k views
    • 
    • Everett Moreland
    • May 13, 2005

25. Taxation of distribution to a beneficiary which is a trust

    By Alan Simpson, March 3, 2004
    • 1 reply
    • 1.1k views
    • 
    • Lame Duck
    • March 4, 2004

26. Taxation of Distributions for American Indians

    By Guest AOlson, July 29, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 30, 1999

27. Taxation of employee contributions distributed from DB plan

    By Guest JSK, March 14, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 14, 2001

28. Taxation of non-periodic payments after the Annuity Start Date

    By Guest Bob Collins, November 24, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 30, 1999

29. Taxation of U.S. pension benefits paid to Canadian spouse upon death o

    By Guest ElizabethH, June 20, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 20, 2000

30. Taxation on distribution including loan offset, after tax contributions, and ee deferrals

    By FundeK, October 8, 2003
    • 2 replies
    • 2k views
    • 
    • FundeK
    • October 10, 2003

31. taxation on partial in-service roth distribution

    By pmacduff, June 6, 2018
    • 3 replies
    • 937 views
    • 
    • pmacduff
    • June 13, 2018

32. Taxes withholdings from unrelated plans and filing under one 945 /1099R EIN

    By legort69, February 18, 2005
    • 1 reply
    • 1.2k views
    • 
    • Lori Friedman
    • February 18, 2005

33. Taxing Employee Con from Pension if Rolled Over

    By Guest SuzieQNEC, July 2, 2009
    • 0 replies
    • 960 views
    • 
    • Guest
    • July 2, 2009

34. TEFRA 242 Elections/RMD's

    By Guest bubs, March 21, 2002
    • 1 reply
    • 2.1k views
    • 
    • JanetM
    • March 21, 2002

35. TEFRA 242(b) Election

    By Guest chg, September 3, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • September 7, 1999

36. TEFRA 242(b) election

    By FundeK, November 16, 2004
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • November 16, 2004

37. TEFRA 242(b) Election

    By 12AX7, January 24, 2012
    • 3 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • January 24, 2012

38. TEFRA 242(b) elections

    By Guest Gibson, September 12, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 12, 2000

39. TEFRA 242(b) issue

    By bzorc, December 22, 2006
    • 3 replies
    • 2.4k views
    • 
    • KJohnson
    • December 26, 2006

40. TEFRA 242(b)(2)

    By Guest Francine, March 30, 2005
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • March 30, 2005

41. TEFRA 242(b)(2) Election and Rollovers

    By KJohnson, December 1, 1999
    • 3 replies
    • 3k views
    • 
    • KJohnson
    • December 2, 1999

42. TEFRA and RMD

    By JanetM, December 18, 2008
    • 12 replies
    • 3.7k views
    • 
    • JanetM
    • December 19, 2008

43. TEFRA Notices

    By Guest Bizitchie, June 14, 2006
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • July 11, 2006

44. temporarily laid off

    By TPApril, October 29, 2025
    • 5 replies
    • 1.5k views
    • 
    • Artie M
    • October 30, 2025

45. Ten Year Forward Averaging

    By chris, July 30, 2001
    • 0 replies
    • 1.9k views
    • 
    • chris
    • July 30, 2001

46. Term Employee going through a divorce

    By Guest lindamichals, January 6, 2006
    • 4 replies
    • 2k views
    • 
    • Guest
    • January 9, 2006

47. Termed Plan - trying to pay out remaining participants

    By Guest bmurphy, September 25, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • September 25, 2002

48. Termed w/ Loan, took funds, now rehired

    By BG5150, October 27, 2022
    • 2 replies
    • 726 views
    • 
    • fmsinc
    • October 28, 2022

49. Terminate PS/ESOP Plan

    By HarleyBabe, November 11, 2010
    • 0 replies
    • 1.1k views
    • 
    • HarleyBabe
    • November 11, 2010

50. Terminate today, get my money, and hire me back tomorrow……

    By Guest Guest99, August 14, 2002
    • 12 replies
    • 4.2k views
    • 
    • david rigby
    • November 12, 2004