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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,195 topics in this forum

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

    By Guest jason,
    • 0 replies
    • 2k views
    • Guest
    • Guest

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

    By Guest Bob Collins,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  3. Interest rate charged on loans

    By Guest Sara H,
    • 3 replies
    • 1.8k views

  4. Convert from PC to LLC

    By eilano,
    • 1 reply
    • 2.2k views

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

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

  6. Post-Secondary Education

    By Guest slt,
    • 2 replies
    • 2.5k views
    • Guest
    • Guest

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

    By Guest TWR,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

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

    By John A,
    • 1 reply
    • 2.9k views

  9. Beneficiaries for Survivor Annuities

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

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

    By JWK,
    • 3 replies
    • 1.7k views
    • JWK
    • JWK

  11. Loan to HCE

    By SMB,
    • 0 replies
    • 1.6k views
    • SMB
    • SMB

  12. Beneficiaries when change from QPSA to QJSA

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

  13. Qualified Preretirement Survivor: 2nd Spouse

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

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

    By John A,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

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

    By Guest ralar,
    • 0 replies
    • 2k views
    • Guest
    • Guest

  16. Loans when going from S Corp to C Corp

    By Guest Tamra,
    • 1 reply
    • 1.6k views

  17. Stoppng payroll deduction loan repayment

    By Guest,
    • 5 replies
    • 2k views

  18. Withholding on Distributions to Nonresident Aliens

    By chris,
    • 5 replies
    • 2.5k views
    • Guest
    • Guest

  19. Hardship distribution for 2nd residence

    By Guest SAG,
    • 4 replies
    • 1.9k views
    • Guest
    • Guest

  20. Loans from Retirement Plans and State Laws

    By Guest DennisT,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  21. loan and hardship at same time

    By Guest mam,
    • 6 replies
    • 2.2k views

  22. Incarcerated Beneficiary - Help!

    By Guest cdevald,
    • 4 replies
    • 8.4k views

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

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

  24. 1099 for "make up" MRD

    By KJohnson,
    • 0 replies
    • 1.5k views

  25. Distributions less than $200

    By John A,
    • 0 replies
    • 1.7k views

  26. 70 1/2 distributions

    By Guest MaryLou,
    • 3 replies
    • 1.7k views
    • Alf
    • Alf

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

    By John A,
    • 7 replies
    • 2.1k views

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

    By John A,
    • 0 replies
    • 1.4k views

  29. Spousal Consent for Loans

    By Lynn Campbell,
    • 2 replies
    • 1.6k views

  30. Offset loans in M/P

    By Ervin Barham,
    • 0 replies
    • 1.4k views

  31. Correcting an old defaulted loan

    By John A,
    • 1 reply
    • 1.6k views

  32. If a participant has a portion of his balance that was deposited on hi

    By Guest Patrick J. De Craene,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  33. MRD notice

    By Guest Alison Putnam,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  34. Distribution of employer stock and 10-year averaging

    By Guest Steve Palmer,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  35. Any problems with a take-now-or-wait provision?

    By John A,
    • 2 replies
    • 1.5k views

  36. Mandatory withholding correction

    By Guest ANNEBV,
    • 5 replies
    • 2.7k views

  37. RBD for 70 1/2 Distribution

    By Guest Phil L,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  38. 1099 For Beneficiary That's Foreign National

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

  39. 70 1/2 MRD-Communication to Participants - Samples

    By Guest Laura Heinrich,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  40. Should employer revalue?

    By John A,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  41. Distribution Fees

    By Guest gpg,
    • 3 replies
    • 1.9k views
    • Guest
    • Guest

  42. Direct Rollovers Including Plan Loans

    By Guest Rob,
    • 5 replies
    • 1.8k views
    • Jean
    • Jean

  43. Changing participant elections after the annuity starting date.

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

  44. 401(k) loans to employees of non-US sub

    By Guest Chris O'Daniel,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  45. Mailing Rollover Checks to Participants?

    By Spencer,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  46. Min Dist and Multiple Beneficiaries

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

  47. Distribution of Trailing Contributions

    By Guest Luci,
    • 1 reply
    • 6.9k views
    • Guest
    • Guest

  48. SEPP

    By Guest danmar,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  49. TEFRA 242(b) Election

    By Guest chg,
    • 2 replies
    • 2.4k views
    • Guest
    • Guest

  50. NUA election--can basis be rolled in kind???

    By Guest danmar,
    • 2 replies
    • 3.7k views
    • Guest
    • Guest
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