Distributions and Loans, Other than QDROs

4,205 topics in this forum

1. Death distribution to minor children

   By Guest Tom Freeman, April 15, 1999
   • 1 reply
   • 3.2k views
   • 
   • Guest
   • April 23, 1999

2. Taking Distribution to Pay Off Credit Cards, Traditional or ROTH?

   By Guest Jim Hunt, April 22, 1999
   • 1 reply
   • 2.2k views
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   • Ervin Barham
   • April 23, 1999

3. Loan (property puchase)

   By Guest cascigm, April 20, 1999
   • 1 reply
   • 2.2k views
   • 
   • david shipp
   • April 20, 1999

4. Minimum distribution requirement for initial Plan Year

   By Guest haydenks, April 7, 1999
   • 5 replies
   • 2.3k views
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   • david shipp
   • April 15, 1999

5. Incorrect Withholding

   By Guest djsimonetti, April 14, 1999
   • 2 replies
   • 2.5k views
   • 
   • Guest
   • April 14, 1999

6. Minimum Required Distribution from IRA OK if Plan terminates?

   By Lynn Campbell, April 8, 1999
   • 3 replies
   • 2.3k views
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   • Dave Baker
   • April 9, 1999

7. participant distribution fees

   By Guest Mike Kimball, April 2, 1999
   • 1 reply
   • 2.4k views
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   • Wessex
   • April 2, 1999

8. Underpayment of Distributions

   By Guest Brad Brewer, March 26, 1999
   • 1 reply
   • 2.5k views
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   • Guest
   • March 30, 1999

9. WHAT QUALIFIES A DISTRIBUTION FOR ROLLOVER TREATMENT?

   By jlf, March 29, 1999
   • 0 replies
   • 2.3k views
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   • jlf
   • March 29, 1999

10. HELP--The Retroactive Payment Rule

    By Guest Adam Stone, March 15, 1999
    • 1 reply
    • 2.4k views
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    • david rigby
    • March 27, 1999

11. In-kind Distribution a Protected Benefit?

    By Guest TortoraG, March 26, 1999
    • 1 reply
    • 3.8k views
    • 
    • Guest
    • March 26, 1999

12. 72T Substantially Equal Payments Resources

    By Guest Robert Tonkin, March 17, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • March 17, 1999

13. forfeitures allocated to terminated participants

    By Guest billy bong, March 11, 1999
    • 2 replies
    • 2.9k views
    • 
    • PLAN MAN
    • March 16, 1999

14. Help--can a 501(c)(18) dist be rolled to an IRA?

    By Guest danmar, March 15, 1999
    • 0 replies
    • 2.7k views
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    • Guest
    • March 15, 1999

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

    By Guest Howard Schlesinger, March 10, 1999
    • 1 reply
    • 3k views
    • 
    • Disco Stu
    • March 11, 1999

16. Withdrawal at 59 1/2

    By Christine Roberts, March 6, 1999
    • 2 replies
    • 2.5k views
    • 
    • Christine Roberts
    • March 6, 1999

17. FAILURE TO WITHHOLD

    By Guest JROSSITTER, February 13, 1999
    • 10 replies
    • 3.4k views
    • 
    • Guest
    • February 19, 1999

18. Withholding deposits

    By nancy, February 15, 1999
    • 6 replies
    • 2.7k views
    • 
    • nancy
    • February 18, 1999

19. cash out rule

    By Guest Mike Kimball, February 5, 1999
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • February 9, 1999

20. tax deductible if interest is credited to participant

    By Guest billy bong, February 8, 1999
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • February 8, 1999

21. deductible participant loan interest

    By Guest billy bong, February 2, 1999
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • February 3, 1999

22. Lost Participant

    By Guest Thornton, January 21, 1999
    • 1 reply
    • 2.7k views
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    • Guest
    • January 28, 1999

23. removing plan loan provision

    By Guest Mike Kimball, January 27, 1999
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • January 27, 1999

24. Notice 99-5

    By Guest greymann, January 26, 1999
    • 0 replies
    • 2.4k views
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    • Guest
    • January 26, 1999

25. third party loan from a profit sharing plan

    By Guest le190, January 7, 1999
    • 4 replies
    • 4.2k views
    • 
    • imchipbrown
    • January 21, 1999

26. Calculating Hardship Withdrawals

    By Guest Suanne, January 8, 1999
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • January 8, 1999

27. Terminated profit sharing plans

    By Guest Garynova, January 6, 1999
    • 0 replies
    • 2.1k views
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    • Guest
    • January 6, 1999

28. withholding on salary reduction taken as hardship withdrawl

    By Guest penfirn, January 4, 1999
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • January 4, 1999

29. mandatory withholding

    By Guest le190, December 30, 1998
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • December 30, 1998

30. Life and Death Planning for Retirement Benefits, by Choate

    By Guest skrasney, December 17, 1998
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • December 18, 1998

31. STATE WITHHOLDING ON DISTRIBUTIONS

    By Guest TRUST53, December 11, 1998
    • 2 replies
    • 3.2k views
    • 
    • Guest
    • December 17, 1998

32. S Corp to C Corp?

    By Guest Bill, December 3, 1998
    • 2 replies
    • 2.3k views
    • 
    • QDROphile
    • December 8, 1998

33. Required Minimum Distribution

    By Guest le190, December 8, 1998
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • December 8, 1998

34. Failure to provide 1099 on defaulted loan

    By Guest Bill, October 1, 1998
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • December 8, 1998

35. withholding on distributions

    By Guest pensiondoc, December 6, 1998
    • 1 reply
    • 2.4k views
    • 
    • Ervin Barham
    • December 7, 1998

36. Required Minimum Distribution

    By Guest HD WILLIAMS, December 4, 1998
    • 1 reply
    • 2.6k views
    • 
    • Chester
    • December 4, 1998

37. Procedures on defaulted loans

    By Guest mwilson, December 4, 1998
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • December 4, 1998

38. Paperless Loans/Takeover Plans

    By Guest greymann, December 3, 1998
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • December 3, 1998

39. Tax Withholding on Minimum Distributions

    By Guest David Danziger, November 18, 1998
    • 3 replies
    • 3k views
    • 
    • Guest
    • December 3, 1998

40. Conversion to LLC

    By Guest kjungkin, December 1, 1998
    • 2 replies
    • 2.4k views
    • 
    • Alan Simpson
    • December 1, 1998

41. Prior year errors or unavailable history

    By richard, November 19, 1998
    • 1 reply
    • 2.5k views
    • 
    • Tom Poje
    • November 19, 1998

42. Hardship Withdrawal

    By Guest Phil L, September 22, 1998
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • November 12, 1998

43. Accrued Interest on Participant Loan

    By Guest Ann, October 20, 1998
    • 4 replies
    • 3.9k views
    • 
    • Guest
    • November 10, 1998

44. Distribution to corporation owner

    By Guest Dook, November 4, 1998
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • November 4, 1998

45. 70 1/2 Minimum Distribution

    By Guest Richelle, September 3, 1998
    • 7 replies
    • 3.8k views
    • 
    • Alonzo
    • November 4, 1998

46. Loans in public plans

    By Guest B Ireland, September 25, 1998
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • October 28, 1998

47. Any good articles about in-service distributions?

    By Guest danmar, October 28, 1998
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • October 28, 1998

48. Withholding on distributions to nuns

    By david shipp, October 1, 1998
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • October 15, 1998

49. QPSA vs. QJSA

    By Guest Robert Collins, October 12, 1998
    • 1 reply
    • 4.3k views
    • 
    • Guest
    • October 15, 1998

50. Withholding on Distributions

    By Guest boetgerinc, October 12, 1998
    • 2 replies
    • 2.9k views
    • 
    • LCARUSI
    • October 13, 1998