Jump to content

Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

  1. Is it o.k. to destroy the check and what about withholding in this sit

    By John A,
    • 3 replies
    • 1.8k views

  2. Is any portion of a lump sum paid prior to the Required Beginning Date

    By John A,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  3. 5500 reporting of defaulted loan deemed destributions

    By Guest Destruo,
    • 2 replies
    • 6k views
    • Guest
    • Guest

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

    By KJohnson,
    • 0 replies
    • 1.4k views

  5. Distributions to participants involved in criminal acts

    By Guest DavidB,
    • 7 replies
    • 2.3k views
    • Guest
    • Guest

  6. What are risks in not following "deemed distribution" rules?

    By John A,
    • 1 reply
    • 1.8k views

  7. Defined Benefit Plan - Distribution Rules

    By Guest slt,
    • 6 replies
    • 3.1k views
    • Guest
    • Guest

  8. Can this participant borrow $50,000 by taking 2 loans 1 day apart inst

    By Guest GregSelf,
    • 10 replies
    • 2.1k views
    • Guest
    • Guest

  9. Does 50% excise tax apply in this case?

    By John A,
    • 3 replies
    • 1.5k views

  10. Money Purchase Plan Terminating.. Can they force out participant balan

    By Guest TrustMe401k,
    • 1 reply
    • 2k views

  11. How is the maximum loan amount calculated when there is more than one

    By John A,
    • 1 reply
    • 1.4k views

  12. Loan to 5% Owner in S-Corp.

    By Guest,
    • 1 reply
    • 1.5k views

  13. Length of loan > NRD

    By Guest KarenLS,
    • 1 reply
    • 1.7k views

  14. Resuming MRD after termination

    By Dawn Hafner,
    • 1 reply
    • 1.5k views

  15. Minimum distributions- is the default election to defer MRD if no elec

    By Guest William Lehman,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  16. Withholding on non-5% owners

    By pbarrett,
    • 1 reply
    • 1.5k views

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

    By Guest MFuentes,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  18. RMD started with no election, can method now change?

    By John A,
    • 5 replies
    • 2.7k views
    • Guest
    • Guest

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

    By KJohnson,
    • 3 replies
    • 2.9k views

  20. Participant elects rollover but dies b4 payment; plan's beneficiary de

    By EGB,
    • 7 replies
    • 1.7k views

  21. DEATH OF 100% OWNER PARTICIPANT

    By Guest GENE,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

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

    By Guest jason,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

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

    By Guest Bob Collins,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  24. Interest rate charged on loans

    By Guest Sara H,
    • 3 replies
    • 1.5k views

  25. Convert from PC to LLC

    By eilano,
    • 1 reply
    • 2k views

  26. When reporting defaulted loans to the IRS do you include interest to t

    By Guest Donna Lee,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  27. Post-Secondary Education

    By Guest slt,
    • 2 replies
    • 2.3k views
    • Guest
    • Guest

  28. If a participant in a 401(k) plan terminates at age 60 with an account

    By Guest TWR,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  29. Distribution to 401(k) participant who will terminate employment and b

    By John A,
    • 1 reply
    • 2.4k views

  30. Beneficiaries for Survivor Annuities

    By Guest wwest,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  31. Participant divorces but does not take ex-spouse off of beneficiary de

    By JWK,
    • 3 replies
    • 1.6k views
    • JWK
    • JWK

  32. Loan to HCE

    By SMB,
    • 0 replies
    • 1.4k views
    • SMB
    • SMB

  33. Beneficiaries when change from QPSA to QJSA

    By Guest wwest,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  34. Qualified Preretirement Survivor: 2nd Spouse

    By Guest wwest,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  35. Should the value of individual insurance policies held by a participan

    By John A,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  36. Reporting Hardship Distribution on 1099-R after 12/31/99

    By Guest ralar,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  37. Loans when going from S Corp to C Corp

    By Guest Tamra,
    • 1 reply
    • 1.4k views

  38. Stoppng payroll deduction loan repayment

    By Guest,
    • 5 replies
    • 1.8k views

  39. Withholding on Distributions to Nonresident Aliens

    By chris,
    • 5 replies
    • 2.3k views
    • Guest
    • Guest

  40. Hardship distribution for 2nd residence

    By Guest SAG,
    • 4 replies
    • 1.7k views
    • Guest
    • Guest

  41. Loans from Retirement Plans and State Laws

    By Guest DennisT,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  42. loan and hardship at same time

    By Guest mam,
    • 6 replies
    • 2k views

  43. Incarcerated Beneficiary - Help!

    By Guest cdevald,
    • 4 replies
    • 7.9k views

  44. Eligible Rollovers or Plan to Plan Transfers to a Governmental Plan?

    By Guest slt,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  45. 1099 for "make up" MRD

    By KJohnson,
    • 0 replies
    • 1.4k views

  46. Distributions less than $200

    By John A,
    • 0 replies
    • 1.6k views

  47. 70 1/2 distributions

    By Guest MaryLou,
    • 3 replies
    • 1.5k views
    • Alf
    • Alf

  48. Spousal consent, cash-out limit, DC plan sources

    By John A,
    • 7 replies
    • 1.9k views

  49. Converting loan under old rules to loan under current rules?

    By John A,
    • 0 replies
    • 1.3k views

  50. Spousal Consent for Loans

    By Lynn Campbell,
    • 2 replies
    • 1.4k views
×
×
  • Create New...

Important Information

Terms of Use

  I accept