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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,172 topics in this forum

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

    By John A,
    • 1 reply
    • 1.8k views

  2. 5500 reporting of defaulted loan deemed destributions

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

  3. Defined Benefit Plan - Distribution Rules

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

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

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

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

    By Guest TrustMe401k,
    • 1 reply
    • 2k views

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

    By John A,
    • 1 reply
    • 1.4k views

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

    By John A,
    • 3 replies
    • 1.6k views

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

    By Guest,
    • 1 reply
    • 1.5k views

  9. Length of loan > NRD

    By Guest KarenLS,
    • 1 reply
    • 1.7k views

  10. Resuming MRD after termination

    By Dawn Hafner,
    • 1 reply
    • 1.5k views

  11. Withholding on non-5% owners

    By pbarrett,
    • 1 reply
    • 1.5k views

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

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

  13. Annual election to defer or receive an RMD for a non-5% owner - is any

    By John A,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

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

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

  15. Incentives to take immediate distributions

    By Guest slt,
    • 3 replies
    • 1.7k views

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

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

  17. DEATH OF 100% OWNER PARTICIPANT

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

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

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

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

    By KJohnson,
    • 3 replies
    • 3k views

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

    By EGB,
    • 7 replies
    • 1.7k views

  21. Tax Deposits

    By Earl,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

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

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

  23. Interest rate charged on loans

    By Guest Sara H,
    • 3 replies
    • 1.6k views

  24. Convert from PC to LLC

    By eilano,
    • 1 reply
    • 2.1k views

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

    By Guest Donna Lee,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  26. 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

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

    By John A,
    • 1 reply
    • 2.5k views

  28. Beneficiaries for Survivor Annuities

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

  29. Loan to HCE

    By SMB,
    • 0 replies
    • 1.5k views
    • SMB
    • SMB

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

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

  31. Beneficiaries when change from QPSA to QJSA

    By Guest wwest,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  32. Qualified Preretirement Survivor: 2nd Spouse

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

  33. Post-Secondary Education

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

  34. Participant w/plan loan files for bankruptcy

    By Guest Reneeg,
    • 20 replies
    • 4.4k views

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

    By John A,
    • 1 reply
    • 1.4k 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. What to do with missing participants' money -- balances are less than

    By Guest CL,
    • 17 replies
    • 3.6k views
    • Guest
    • Guest

  39. Stoppng payroll deduction loan repayment

    By Guest,
    • 5 replies
    • 1.8k views

  40. Loans from Retirement Plans and State Laws

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

  41. loan and hardship at same time

    By Guest mam,
    • 6 replies
    • 2k views

  42. Withholding on Distributions to Nonresident Aliens

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

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

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

  44. Incarcerated Beneficiary - Help!

    By Guest cdevald,
    • 4 replies
    • 8k views

  45. hardship and in-service/notices?

    By EGB,
    • 1 reply
    • 1.7k views

  46. 1099 for "make up" MRD

    By KJohnson,
    • 0 replies
    • 1.4k views

  47. Distributions less than $200

    By John A,
    • 0 replies
    • 1.6k views

  48. Hardship distribution for 2nd residence

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

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

    By John A,
    • 0 replies
    • 1.3k views

  50. 70 1/2 distributions

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