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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,177 topics in this forum

  1. Documentation for Rollover

    By Remote Kathleen,
    • 7 replies
    • 2.2k views

  2. Qualifying Documentation for Residential Loan

    By K Erica Miller,
    • 5 replies
    • 2.1k views

  3. QPLO reporting

    By DMcGovern,
    • 3 replies
    • 917 views

  4. Is RMD required?

    By Santo Gold,
    • 4 replies
    • 886 views

  5. Coronavirus Related Loan

    By Dougsbpc,
    • 2 replies
    • 544 views

  6. Decedent had no designated beneficiary

    By Tom,
    • 7 replies
    • 1.2k views

  7. RMD - 402f notice not needed?

    By AlbanyConsultant,
    • 11 replies
    • 2k views

  8. RMD for Spouse Sole Beneficiary

    By GMK,
    • 13 replies
    • 2.8k views

  9. DB plan distribution, request date vs actual date of transfer

    By Jakyasar,
    • 2 replies
    • 738 views

  10. Small balance force-outs

    By Tom,
    • 2 replies
    • 920 views

  11. Does default 10% withholding apply to RMD?

    By BG5150,
    • 2 replies
    • 1.1k views

  12. Hardship Distribution - Time limit for eligible expense?

    By Gilmore,
    • 12 replies
    • 2.2k views

  13. Distribution post RMD to Inherited IRA

    By Karen McIver,
    • 1 reply
    • 763 views

  14. Qualified Loan Offsets

    By JOH,
    • 5 replies
    • 759 views

  15. Loan default correction

    By Belgarath,
    • 0 replies
    • 435 views

  16. Is this a Qualified Plan Loan Offset (QPLO)?

    By bvhea,
    • 4 replies
    • 2.3k views

  17. Partic never cashed check is now missing--what to do?

    By BG5150,
    • 7 replies
    • 1.5k views

  18. Missing partic: where do you send the 1099?

    By BG5150,
    • 6 replies
    • 1.7k views

  19. RMD for in service dist?

    By TPApril,
    • 1 reply
    • 538 views

  20. hardship and the DIY guy

    By AlbanyConsultant,
    • 2 replies
    • 562 views
    • JOH
    • JOH

  21. 60 rollover into same plan

    By JOH,
    • 2 replies
    • 615 views
    • JOH
    • JOH

  22. "failed" direct rollover - obligations of plan?

    By msimpson,
    • 41 replies
    • 7.9k views

  23. Hardship - Medical Bill in Collections

    By Vlad401k,
    • 2 replies
    • 637 views

  24. QDRO mistake

    By Judith Morse,
    • 2 replies
    • 856 views

  25. Participant took in-service w/d before 59.5, what now?

    By BG5150,
    • 19 replies
    • 3.8k views
    • ACK
    • ACK

  26. In-service distribution of rollover account only

    By t.haley,
    • 4 replies
    • 1.1k views

  27. Options for Missing Beneficiary

    By EBECatty,
    • 5 replies
    • 1.2k views

  28. First RMD was 2020, when is 2021 due?

    By BG5150,
    • 5 replies
    • 1k views

  29. State tax elected but not withheld

    By BG5150,
    • 3 replies
    • 869 views

  30. Recontribution of Coronavirus-Related Distribution and Interaction with Maximum IRA Contribution

    By rocknrolls2,
    • 5 replies
    • 725 views

  31. Distribution Code for Exceeding 415 Limit

    By Vlad401k,
    • 0 replies
    • 433 views

  32. Death benefit to new spouse

    By Santo Gold,
    • 5 replies
    • 886 views

  33. is adding a minimum in-service distribution a problem?

    By AlbanyConsultant,
    • 6 replies
    • 1k views

  34. Loan repayments in 2021 (not related to CARES Act)

    By TPApril,
    • 2 replies
    • 430 views

  35. Eliminating participant loans from a plan

    By Santo Gold,
    • 4 replies
    • 1k views

  36. Buying Life Insurance from Terminating 401(k) plan

    By Mr401kPaul,
    • 7 replies
    • 1.2k views

  37. Funeral Home as Designated Beneficiary

    By luissaha,
    • 6 replies
    • 2.9k views

  38. Distribution Hierarchy for Designated Roth Withdraws?

    By JOH,
    • 2 replies
    • 1.3k views
    • JOH
    • JOH

  39. Hardship for Medical Expense Date Range

    By k3mkim,
    • 1 reply
    • 724 views

  40. 402(g) Limit - Roth - After Year End

    By Vlad401k,
    • 1 reply
    • 463 views

  41. Looking for 1099-R Software Recommendations

    By YY,
    • 8 replies
    • 1.4k views

  42. 401k loan default questions.

    By larrybhunter,
    • 5 replies
    • 1.7k views

  43. Who is the beneficiary?

    By Santo Gold,
    • 7 replies
    • 952 views

  44. Tax reporting excess contribution - 401(k) / IRA rollover

    By C Williams,   
    • 1 reply
    • 759 views

  45. Plan loan offset, rollover of net funds, repayment of plan loan

    By Jay Bobber,
    • 10 replies
    • 3k views
    • Era
    • Era

  46. DB plan - loan taken - participant signed but spouse did not and not notarized

    By Jakyasar,
    • 3 replies
    • 657 views

  47. Loan Offset treated as RMD

    By Vlad401k,
    • 1 reply
    • 641 views
    • Bri
    • Bri

  48. forms 1096/1099-R hard copy filing address

    By pmacduff,
    • 0 replies
    • 688 views

  49. DB Plan termination, when is withholding due?

    By DMcGovern,
    • 4 replies
    • 765 views

  50. Inservice Distribution Rolled Over To IRA

    By Lucky32,
    • 3 replies
    • 891 views
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