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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. Where a participant owns part of the primary residence the participant

    By John A,
    • 2 replies
    • 1.6k views

  2. Where to find settled cases?

    By FundeK,
    • 2 replies
    • 1.2k views

  3. Whether a fee for processing a lump sum is part of the taxable amount or does it "occur" prior to distribution and hence should not be taxable

    By Guest lowellsm,
    • 2 replies
    • 3k views

  4. Which boxes to check on Form 1099-R when IRA accountholder closes acco

    By jlf,
    • 13 replies
    • 2.7k views

  5. Which rule has precedence?

    By Guest mikeak,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  6. Which states tax distributions

    By John A,
    • 7 replies
    • 2.5k views
    • Guest
    • Guest

  7. Which tax form to use

    By Guest RJMOB,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  8. Which Tax Year for 1099-R reporting

    By Guest Dee401kLady,   
    • 7 replies
    • 4.9k views

  9. Who can be the beneficiary of a beneficiary?

    By Santo Gold,
    • 3 replies
    • 1k views

  10. who gets the death benefit?

    By Santo Gold,
    • 4 replies
    • 1.4k views

  11. Who gets the QJSA Survivor Benefits after Benefit Commencement: Spous

    By Guest RW,
    • 1 reply
    • 1.4k views

  12. Who is an Owner for RBD

    By Guest BWORC,
    • 9 replies
    • 2k views

  13. who is privy to knowing who a beneficiary is

    By Santo Gold,
    • 11 replies
    • 2.5k views

  14. Who is responsible for the RMD?

    By rblum50,
    • 2 replies
    • 1k views

  15. Who is responsible to deem a participant loan?

    By Guest CJJ,
    • 11 replies
    • 3.2k views

  16. who is the beneficiary

    By Guest lip,
    • 5 replies
    • 1.3k views

  17. Who is the beneficiary for RMD calc purposes?

    By AlbanyConsultant,
    • 4 replies
    • 1.1k views

  18. Who is the beneficiary?

    By Santo Gold,
    • 7 replies
    • 906 views

  19. Who pays for the interpleader?

    By Guest EE Bene,
    • 3 replies
    • 1.4k views

  20. Whose responsibility for 1099?

    By BG5150,
    • 3 replies
    • 1.2k views

  21. Why can't my client get his money right away from his former employer's defined benefit plan?

    By Guest pah,
    • 4 replies
    • 6k views

  22. widow and mininum required distributions

    By eilano,
    • 2 replies
    • 1.4k views

  23. Will rollover from IRA to DC Plan cause RMDs to cease if participant is still employed?

    By Guest oxdougw,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  24. Withdrawal at 59 1/2

    By Christine Roberts,
    • 2 replies
    • 2k views

  25. Withdrawal of Pre-1987 "After Tax" Employee Contributions

    By Guest EMC,
    • 2 replies
    • 2.9k views
    • Guest
    • Guest

  26. Withdrawal of Rollover $

    By DP,
    • 3 replies
    • 1.2k views

  27. Withheld Taxes Reporting & Payment

    By flosfur,
    • 1 reply
    • 1.1k views

  28. Withhold on death bene paid to charitable NFP?

    By Pinefresh,
    • 14 replies
    • 1.3k views

  29. Withhold Taxes on Death Benefit?

    By Fielding Mellish,
    • 1 reply
    • 881 views

  30. Withholding

    By Guest Sieve,
    • 3 replies
    • 1.1k views
    • Guest
    • Guest

  31. Withholding by state (1) after moving to state (2) - 10 year rule?

    By JDuns,
    • 5 replies
    • 2.1k views
    • Guest
    • Guest

  32. Withholding deposits

    By nancy,
    • 6 replies
    • 2.3k views

  33. withholding disaster

    By K2retire,
    • 3 replies
    • 1.2k views

  34. Withholding for beneficiary

    By ombskid,
    • 4 replies
    • 1.2k views

  35. Withholding in Error From Previous Tax Year

    By Guest GordonJ,
    • 5 replies
    • 1.6k views

  36. Withholding more than 20% from a distribution?

    By AlbanyConsultant,
    • 5 replies
    • 1.9k views

  37. Withholding not deposited

    By pbarrett,
    • 2 replies
    • 1.1k views

  38. Withholding of monthly payments from defined contribution plan.

    By ljr,
    • 6 replies
    • 1.4k views
    • ljr
    • ljr

  39. Withholding on a hardship withdrawal

    By R. Butler,
    • 5 replies
    • 2.8k views
    • Guest
    • Guest

  40. Withholding on Corrective Distributions

    By 401_noob,   
    • 2 replies
    • 1.5k views

  41. Withholding On Death Benefit From Ps Plan

    By dmb,
    • 4 replies
    • 3.1k views

  42. Withholding on distribution to Estate

    By dmwe,
    • 1 reply
    • 1.3k views

  43. Withholding on Distributions

    By Guest boetgerinc,
    • 2 replies
    • 2.6k views

  44. withholding on distributions

    By Guest pensiondoc,
    • 1 reply
    • 2.1k views

  45. Withholding on distributions rolled into a Roth IRA

    By Guest jsample,
    • 0 replies
    • 867 views
    • Guest
    • Guest

  46. Withholding on Distributions to Nonresident Aliens

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

  47. Withholding on distributions to nuns

    By david shipp,
    • 1 reply
    • 2.7k views
    • Guest
    • Guest

  48. Withholding on Distributions under $200

    By RCK,
    • 3 replies
    • 2.1k views

  49. Withholding on ineligible deferrals

    By hunter001,
    • 5 replies
    • 2.2k views

  50. Withholding on non-5% owners

    By pbarrett,
    • 1 reply
    • 1.5k views
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