Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Underpayment of Distributions

   By Guest Brad Brewer, March 26, 1999
   • 1 reply
   • 2.2k views
   • 
   • Guest
   • March 30, 1999

2. undetermined amount needed for hardship

   By Santo Gold, March 20, 2007
   • 6 replies
   • 2k views
   • 
   • wsp
   • March 22, 2007

3. Unforeseeable Hardship- Funeral Expenses

   By DCRet24, August 29, 2018
   • 2 replies
   • 1.2k views
   • 
   • DCRet24
   • August 29, 2018

4. Unforseeable Emergency (457)

   By Felicia, April 29, 2009
   • 1 reply
   • 1.3k views
   • 
   • J Simmons
   • April 30, 2009

5. Uniform table for RMD's?

   By Guest RONNIE WASEL, November 12, 2002
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • November 13, 2002

6. Union Participant taking loan?

   By jmartin, July 29, 2014
   • 2 replies
   • 774 views
   • 
   • MWeddell
   • July 30, 2014

7. Union to Salaried Employee-Distributable Event?

   By Guest Thornton, May 31, 2001
   • 2 replies
   • 1.8k views
   • 
   • KJohnson
   • May 31, 2001

8. Unrequested distribution made - who is responsible?

   By Guest crs, August 7, 2006
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • August 8, 2006

9. Unresponsive beneficiary

   By Belgarath, September 23, 2021
   • 4 replies
   • 731 views
   • 
   • baneja
   • September 23, 2021

10. Unwinding QDRO After Couple Remarries

    By Christine Roberts, July 29, 2003
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • July 30, 2003

11. Update - Unable to repay plan loan - Job Change

    By Guest Brennan Pinkerton CPA, August 20, 1998
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • August 20, 1998

12. Updated safe harbor eligible rollover explanation?

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

13. Use of Form W-4P

    By Guest Grumpy455, October 20, 2005
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • October 25, 2005

14. Used Credit Card to Pay Medical Expense Now Wants a Hardship

    By Guest KateSmithVA, October 15, 2008
    • 8 replies
    • 5.5k views
    • 
    • masteff
    • October 16, 2008

15. Using rollover to repay loan

    By Belgarath, February 5, 2018
    • 14 replies
    • 14.1k views
    • 
    • Luke Bailey
    • February 5, 2018

16. Valid IRS Distributions Code Combinations for 1099R Rptg Large Pension

    By Guest Howard Schlesinger, March 10, 1999
    • 1 reply
    • 2.7k views
    • 
    • Disco Stu
    • March 11, 1999

17. Valuation Date for Distribution

    By Guest sarasf, September 7, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 7, 2002

18. Valuation of insurance policies

    By Guest death and taxes, April 20, 2004
    • 1 reply
    • 912 views
    • 
    • ljr
    • April 20, 2004

19. Valuing pre-retirement lump sum distributions from DB plan

    By Guest Sashimi, August 25, 2009
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • August 26, 2009

20. VCP Application re Participant Loans

    By Guest TaxedToDeath, March 26, 2012
    • 2 replies
    • 1k views
    • 
    • Guest
    • March 28, 2012

21. Vendors for accepting mandatory rollover amounts

    By Belgarath, November 26, 2004
    • 2 replies
    • 1.4k views
    • 
    • Demosthenes
    • December 22, 2004

22. Very Small - Under $10 - Balances

    By ljr, May 8, 2003
    • 2 replies
    • 1.5k views
    • 
    • ljr
    • May 8, 2003

23. Vested Account Balance over/under $5,000 (fluctuates)

    By 12AX7, December 11, 2012
    • 7 replies
    • 1.9k views
    • 
    • masteff
    • December 13, 2012

24. vested balance after partial distribution

    By Chippy, February 10, 2009
    • 5 replies
    • 2.3k views
    • 
    • Chippy
    • February 11, 2009

25. Vesting

    By Guest chris4013, April 11, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • April 11, 2003

26. vesting and death benefit

    By pmacduff, December 2, 2014
    • 12 replies
    • 6.2k views
    • 
    • jpod
    • December 4, 2014

27. Vesting and sale of business

    By Guest JPIngold, September 27, 2013
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • September 27, 2013

28. Vesting change between payouts

    By Guest Jennyb473, July 1, 2011
    • 1 reply
    • 1k views
    • 
    • ESOP Guy
    • July 1, 2011

29. Vesting, what happens if a participant is given 100% by mistake?

    By Basically, June 8, 2022
    • 7 replies
    • 930 views
    • 
    • Luke Bailey
    • June 8, 2022

30. Voluntary After Tax Contribution... Distribution

    By Basically, October 29, 2025
    • 2 replies
    • 369 views
    • 
    • Basically
    • October 30, 2025

31. Voluntary Loan Default in California

    By Bethany S, February 12, 2020
    • 22 replies
    • 2.2k views
    • 
    • QDROphile
    • February 27, 2020

32. Volunteer Firefighter Award Programs

    By dmwe, January 9, 2017   

    • how to handle distributions
    • 0 replies
    • 517 views
    • 
    • dmwe
    • January 9, 2017

33. W-4P and ADP Refund

    By Gilmore, March 12, 2019
    • 3 replies
    • 774 views
    • 
    • Gilmore
    • March 15, 2019

34. W-4P or W-4R for RMDs?

    By BG5150, January 5, 2022
    • 4 replies
    • 1.8k views
    • 
    • Kim Morgan
    • March 2, 2023

35. W-4R necessary?

    By AnnCK, December 14, 2022
    • 12 replies
    • 4.3k views
    • 
    • Peter Gulia
    • December 16, 2022

36. Waiting time for new loan?

    By Guest bmurphy, April 5, 2002
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 5, 2002

37. Waiver of Annuity Required?

    By RPP2001, October 13, 2010
    • 1 reply
    • 1.2k views
    • 
    • My 2 cents
    • October 14, 2010

38. Waiver of Excess Accumulation Penalty

    By Appleby, January 17, 2008
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 30, 2008

39. Waiver of interest and/or penalties for an amended return due to a fai

    By Guest whistler, September 9, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 9, 2001

40. Waiver of QJSA - Remaining Options

    By Guest Statler, December 19, 2014   

    • QJSA
    • Lump Sum
    • (and 1 more)

      Tagged with:

      • QJSA
      • Lump Sum
      • In-Service
    • 1 reply
    • 1.4k views
    • 
    • My 2 cents
    • December 22, 2014

41. Waiver of RMDs - 2009

    By PJ2009, September 8, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • September 8, 2009

42. Waiver of Spousal Interest

    By Guest BKH, January 24, 2003
    • 2 replies
    • 2.3k views
    • 
    • QDROphile
    • January 25, 2003

43. Wants to "reverse" the hardship distribution

    By Pension Panda, February 9, 2012
    • 3 replies
    • 3.5k views
    • 
    • Kevin C
    • February 9, 2012

44. What amount is eligible for rollover from in-service withdrawals that

    By John A, January 3, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 4, 2001

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

    By John A, December 21, 1999
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • December 23, 1999

46. What are stirpes?

    By Santo Gold, December 8, 2004
    • 14 replies
    • 3.6k views
    • 
    • Guest
    • December 21, 2004

47. What are the filing requirements with regard the 1096 and 945 in a year when the plan has no distributions?

    By Guest mmc, January 8, 2005
    • 20 replies
    • 2.5k views
    • 
    • GBurns
    • January 12, 2005

48. What are the minimum amounts for allocating rollovers from a distribution?

    By Peter Gulia, December 7, 2023
    • 2 replies
    • 853 views
    • 
    • Peter Gulia
    • December 7, 2023

49. What are the notice requirements for involuntary distributions?

    By Guest lawdawg, April 24, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 24, 2001

50. What are the options for a non-spouse beneficiary when a plan terminat

    By Guest Jimmy B, May 16, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 16, 2001