Distributions and Loans, Other than QDROs

4,166 topics in this forum

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

   By jlf, February 26, 2001
   • 13 replies
   • 2.6k views
   • 
   • JohnCheek
   • March 8, 2001

2. Which rule has precedence?

   By Guest mikeak, June 14, 2004
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • June 14, 2004

3. Which states tax distributions

   By John A, April 29, 2003
   • 7 replies
   • 2.5k views
   • 
   • Guest
   • May 2, 2003

4. Which tax form to use

   By Guest RJMOB, July 19, 2006
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • July 21, 2006

5. Which Tax Year for 1099-R reporting

   By Guest Dee401kLady, December 17, 2013   

   • 1099-R
   • taxes
   • (and 3 more)

     Tagged with:

     • 1099-R
     • taxes
     • reporting
     • tax
     • government reporting
   • 7 replies
   • 4.5k views
   • 
   • masteff
   • December 19, 2013

6. Who can be the beneficiary of a beneficiary?

   By Santo Gold, December 12, 2024
   • 3 replies
   • 991 views
   • 
   • david rigby
   • December 13, 2024

7. who gets the death benefit?

   By Santo Gold, September 12, 2011
   • 4 replies
   • 1.4k views
   • 
   • mbozek
   • September 13, 2011

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

   By Guest RW, September 21, 2000
   • 1 reply
   • 1.4k views
   • 
   • KJohnson
   • September 21, 2000

9. Who is an Owner for RBD

   By Guest BWORC, January 28, 2013
   • 9 replies
   • 2k views
   • 
   • ETA Consulting LLC
   • January 31, 2013

10. who is privy to knowing who a beneficiary is

    By Santo Gold, February 26, 2012
    • 11 replies
    • 2.5k views
    • 
    • mbozek
    • March 4, 2012

11. Who is responsible for the RMD?

    By rblum50, December 14, 2022
    • 2 replies
    • 936 views
    • 
    • msmith
    • December 15, 2022

12. Who is responsible to deem a participant loan?

    By Guest CJJ, May 18, 2006
    • 11 replies
    • 3.2k views
    • 
    • FormsRstillmylife
    • June 7, 2006

13. who is the beneficiary

    By Guest lip, December 10, 2008
    • 5 replies
    • 1.2k views
    • 
    • J Simmons
    • December 11, 2008

14. Who is the beneficiary for RMD calc purposes?

    By AlbanyConsultant, February 2, 2016
    • 4 replies
    • 1.1k views
    • 
    • ESOP Guy
    • February 2, 2016

15. Who is the beneficiary?

    By Santo Gold, January 14, 2021
    • 7 replies
    • 880 views
    • 
    • Peter Gulia
    • January 19, 2021

16. Who pays for the interpleader?

    By Guest EE Bene, November 1, 2011
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • November 5, 2011

17. Whose responsibility for 1099?

    By BG5150, March 8, 2024
    • 3 replies
    • 1.1k views
    • 
    • Paul I
    • March 8, 2024

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

    By Guest pah, July 16, 2003
    • 4 replies
    • 6k views
    • 
    • david rigby
    • September 26, 2003

19. widow and mininum required distributions

    By eilano, March 15, 2006
    • 2 replies
    • 1.3k views
    • 
    • eilano
    • March 16, 2006

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

    By Guest oxdougw, February 24, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 25, 2004

21. Withdrawal at 59 1/2

    By Christine Roberts, March 6, 1999
    • 2 replies
    • 2k views
    • 
    • Christine Roberts
    • March 6, 1999

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

    By Guest EMC, May 25, 2000
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • May 26, 2000

23. Withdrawal of Rollover $

    By DP, August 27, 2003
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • August 28, 2003

24. Withheld Taxes Reporting & Payment

    By flosfur, April 1, 2003
    • 1 reply
    • 1.1k views
    • 
    • maverick
    • April 1, 2003

25. Withhold on death bene paid to charitable NFP?

    By Pinefresh, June 19, 2017
    • 14 replies
    • 1.2k views
    • 
    • jpod
    • June 20, 2017

26. Withhold Taxes on Death Benefit?

    By Fielding Mellish, May 31, 2017
    • 1 reply
    • 850 views
    • 
    • CuseFan
    • May 31, 2017

27. Withholding

    By Guest Sieve, January 16, 2012
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • January 16, 2012

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

    By JDuns, May 31, 2006
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • June 2, 2006

29. Withholding deposits

    By nancy, February 15, 1999
    • 6 replies
    • 2.3k views
    • 
    • nancy
    • February 18, 1999

30. withholding disaster

    By K2retire, January 23, 2014
    • 3 replies
    • 1.2k views
    • 
    • K2retire
    • February 12, 2014

31. Withholding for beneficiary

    By ombskid, December 13, 2010
    • 4 replies
    • 1.2k views
    • 
    • ombskid
    • December 13, 2010

32. Withholding in Error From Previous Tax Year

    By Guest GordonJ, August 5, 2005
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • August 8, 2005

33. Withholding more than 20% from a distribution?

    By AlbanyConsultant, February 7, 2005
    • 5 replies
    • 1.9k views
    • 
    • AlbanyConsultant
    • February 14, 2005

34. Withholding not deposited

    By pbarrett, August 14, 2003
    • 2 replies
    • 1.1k views
    • 
    • pbarrett
    • August 14, 2003

35. Withholding of monthly payments from defined contribution plan.

    By ljr, February 18, 2004
    • 6 replies
    • 1.4k views
    • 
    • ljr
    • February 19, 2004

36. Withholding on a hardship withdrawal

    By R. Butler, February 13, 2008
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • February 15, 2008

37. Withholding on Corrective Distributions

    By 401_noob, August 21, 2017   

    • withholding
    • corrective distributions
    • (and 2 more)

      Tagged with:

      • withholding
      • corrective distributions
      • adp
      • acp
    • 2 replies
    • 1.5k views
    • 
    • Larry Starr
    • August 21, 2017

38. Withholding On Death Benefit From Ps Plan

    By dmb, March 28, 2003
    • 4 replies
    • 3.1k views
    • 
    • david rigby
    • March 28, 2003

39. Withholding on distribution to Estate

    By dmwe, June 26, 2007
    • 1 reply
    • 1.2k views
    • 
    • wsp
    • June 26, 2007

40. Withholding on Distributions

    By Guest boetgerinc, October 12, 1998
    • 2 replies
    • 2.5k views
    • 
    • LCARUSI
    • October 13, 1998

41. withholding on distributions

    By Guest pensiondoc, December 6, 1998
    • 1 reply
    • 2.1k views
    • 
    • Ervin Barham
    • December 7, 1998

42. Withholding on distributions rolled into a Roth IRA

    By Guest jsample, December 9, 2009
    • 0 replies
    • 848 views
    • 
    • Guest
    • December 9, 2009

43. Withholding on Distributions to Nonresident Aliens

    By chris, October 21, 1999
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • October 25, 1999

44. Withholding on distributions to nuns

    By david shipp, October 1, 1998
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • October 15, 1998

45. Withholding on Distributions under $200

    By RCK, March 11, 2003
    • 3 replies
    • 2k views
    • 
    • maverick
    • March 12, 2003

46. Withholding on ineligible deferrals

    By hunter001, October 16, 2012
    • 5 replies
    • 2.2k views
    • 
    • dcoderre
    • October 18, 2012

47. Withholding on non-5% owners

    By pbarrett, December 8, 1999
    • 1 reply
    • 1.5k views
    • 
    • Dave Baker
    • December 8, 1999

48. Withholding on periodic distribution

    By bdeancpa, July 6, 2009
    • 2 replies
    • 1.6k views
    • 
    • Laura Harrington
    • July 6, 2009

49. Withholding on Rollovers to Roth IRAs

    By Guest PGH.ERISA, November 26, 2007
    • 16 replies
    • 4.8k views
    • 
    • Guest
    • March 6, 2008

50. withholding on salary reduction taken as hardship withdrawl

    By Guest penfirn, January 4, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • January 4, 1999