401(k) Plans

19,275 topics in this forum

1. Tax deductible and plan termination with no eligible compensation

   By tghooper, November 15, 2019
   • 3 replies
   • 652 views
   • 
   • tghooper
   • November 15, 2019

2. tax deduction on annual safe harbor match?

   By Lori H, March 25, 2008
   • 3 replies
   • 1.6k views
   • 
   • Mike Preston
   • March 25, 2008

3. tax implication of selling a non (or under performing) stock or fund

   By Guest richreeve, July 15, 2008
   • 2 replies
   • 1.8k views
   • 
   • Bird
   • July 15, 2008

4. Tax Issues for Return of Excess Deferrals

   By Guest Dan Simonds, August 15, 2001
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • August 30, 2001

5. Tax Liability of an Outstanding Loan that is Offset when Participant D

   By Guest andmik, January 26, 2001
   • 2 replies
   • 1.7k views
   • 
   • Kirk Maldonado
   • January 26, 2001

6. Tax liability on Deceased unpaid loan

   By Guest Josh Hahn, June 6, 2001
   • 1 reply
   • 1.4k views
   • 
   • Medusa
   • June 6, 2001

7. Tax Reporting - Hardship

   By wmyer, March 29, 2005
   • 0 replies
   • 1.1k views
   • 
   • wmyer
   • March 29, 2005

8. Tax Reporting a Rollover

   By KTB, June 21, 2010
   • 2 replies
   • 919 views
   • 
   • KTB
   • June 22, 2010

9. Tax reporting of excess contributions

   By Guest susa, March 19, 2003
   • 1 reply
   • 1.2k views
   • 
   • Mike Preston
   • March 19, 2003

10. Tax reporting of refunded contributions

    By GBurns, May 23, 2002
    • 10 replies
    • 2.7k views
    • 
    • pjkoehler
    • May 31, 2002

11. Tax reporting of return of excess deferrals for non calendar plan year

    By dmb, August 30, 2002
    • 4 replies
    • 2k views
    • 
    • jaemmons
    • August 30, 2002

12. Tax Savers Credit Notice

    By IRA, September 3, 2010
    • 2 replies
    • 1.1k views
    • 
    • IRA
    • September 7, 2010

13. Tax Savings Calculator

    By Guest MikeD, October 3, 2006
    • 5 replies
    • 1.7k views
    • 
    • austin3515
    • October 5, 2006

14. Tax status of forfeiture buyback

    By Guest GMedley, June 8, 2001
    • 7 replies
    • 2.9k views
    • 
    • masteff
    • November 2, 2009

15. Tax treatment of NUA of the employer's stock in a lump sum distributi

    By Guest kazand, November 6, 2000
    • 3 replies
    • 3.9k views
    • 
    • Mary Kay Foss
    • November 7, 2000

16. Tax withhholding versus 401k deferral on irregular pay

    By Pammie57, August 24, 2020
    • 1 reply
    • 396 views
    • 
    • Bird
    • August 25, 2020

17. Tax withholding on 2nd distribution

    By Guest Giovanni, June 14, 2005
    • 4 replies
    • 1.3k views
    • 
    • JanetM
    • June 15, 2005

18. Tax Withholding on Corrective Distributions

    By davef, February 23, 2001
    • 3 replies
    • 5.8k views
    • 
    • Guest
    • May 15, 2001

19. Tax Withholding on Corrective Distributions

    By Guest rkmarkus, May 29, 2003
    • 3 replies
    • 3.7k views
    • 
    • Tom Poje
    • May 29, 2003

20. Tax Withholding on Distributions

    By TPA Bob, July 15, 2010
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • July 15, 2010

21. tax withholding pd outside of trust, now what

    By TPApril, March 25, 2014
    • 3 replies
    • 1k views
    • 
    • Peter Gulia
    • March 27, 2014

22. Tax Year and Plan Year Off - Switching (Short year contributions?)

    By Guest Michael Anderson, November 17, 2004
    • 1 reply
    • 1.1k views
    • 
    • jaemmons
    • November 18, 2004

23. Taxable fringe benefit - "nonaccountable" plan

    By Belgarath, May 24, 2013   

    • w-2
    • deferrals
    • 12 replies
    • 10.8k views
    • 
    • K2retire
    • January 31, 2017

24. Taxation in NJ of 401k deferrals to partners or sole-proprietors

    By Guest sugarfree, March 15, 2005
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • March 16, 2005

25. Taxation of Death Benefits in 401k plans

    By Guest DDDAY, October 17, 2000
    • 1 reply
    • 2.4k views
    • 
    • Mary Kay Foss
    • October 18, 2000

26. Taxation of deferrals

    By Guest Sieve, October 19, 2008
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • October 20, 2008

27. taxation of distribution to minor children of decesed participant

    By k man, March 10, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 11, 2004

28. Taxation of plan distribution after moving to another state

    By rblum50, December 16, 2023
    • 11 replies
    • 15.5k views
    • 
    • Belgarath
    • December 19, 2023

29. Taxation on "late" 402(g) Excesses

    By BG5150, September 25, 2014
    • 3 replies
    • 1k views
    • 
    • Tom Poje
    • September 26, 2014

30. Taxes and Roth 401k Contributions

    By Zooey72, March 23, 2021
    • 7 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 25, 2021

31. Taxes for Participant with Foreign Address

    By Guest Dee401kLady, March 26, 2014   

    • Taxes
    • 9 replies
    • 3.1k views
    • 
    • aGordeno
    • November 12, 2018

32. Taxes from 401(k) Plan with Roth Contribution at age 60

    By rblum50, November 21, 2013   

    • Roth Contributions
    • 1 reply
    • 1.1k views
    • 
    • GMK
    • November 21, 2013

33. Taxes from 401K

    By Buddy M, September 29, 2019
    • 10 replies
    • 986 views
    • 
    • Buddy M
    • October 1, 2019

34. Taxes on interest

    By Guest mcdanieldon, March 15, 2004
    • 4 replies
    • 1.3k views
    • 
    • Lame Duck
    • March 16, 2004

35. Taxes on interest of 401k loan

    By Guest mcdanieldon, February 25, 2004
    • 3 replies
    • 1.6k views
    • 
    • E as in ERISA
    • February 26, 2004

36. Taxes on Minimum Distribution?

    By Guest Michael Anderson, December 20, 2002
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • December 20, 2002

37. Taxing distribution of less than account balance; includes pre-tax and after-tax contributions

    By jane123, September 27, 2003
    • 5 replies
    • 1.2k views
    • 
    • Fredman
    • September 29, 2003

38. Taxpayer Relief act of 1998

    By Guest William Wichrowski, September 29, 1998
    • 5 replies
    • 3.7k views
    • 
    • Guest
    • October 12, 1998

39. Tech Companies & 401k Match

    By Guest Barb5494@aol.com, November 28, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 28, 2001

40. Technical Advice Memorandum re Specifically-Named EEs?

    By Guest TaxedToDeath, July 14, 2014
    • 10 replies
    • 1.9k views
    • 
    • KJohnson
    • July 17, 2014

41. TEFRA Election on RMD

    By Becky Schwing, October 29, 2021
    • 4 replies
    • 1.3k views
    • 
    • Luke Bailey
    • November 2, 2021

42. Temp to Hire / Service with Temp Agency - Relius Corbel Doc

    By austin3515, January 6, 2022
    • 15 replies
    • 1.1k views
    • 
    • austin3515
    • January 10, 2022

43. Temporary Eligibility for a 401(k) Arrangement

    By Guest koolkid, October 9, 2002
    • 12 replies
    • 2.8k views
    • 
    • austin3515
    • October 15, 2002

44. Temporary Employee Hired Full-Time

    By austin3515, September 22, 2004
    • 4 replies
    • 2.6k views
    • 
    • mbozek
    • September 23, 2004

45. Temporary Employees

    By Guest benefitsanalyst, May 15, 2006
    • 4 replies
    • 3.1k views
    • 
    • ERISAnut
    • May 16, 2006

46. Temporary Employees

    By Lori Foresz, August 23, 2004
    • 8 replies
    • 8.7k views
    • 
    • mbozek
    • August 27, 2004

47. Temps making Loan Payments

    By Guest BigBish, May 8, 2009
    • 4 replies
    • 1.4k views
    • 
    • BG5150
    • May 11, 2009

48. Term 401k plan, payout, set up another in 12 months...

    By Oh so SIMPLE, June 8, 2012
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • June 11, 2012

49. Term EE eligibility

    By wifrbr, January 23, 2018
    • 3 replies
    • 971 views
    • 
    • Patricia Neal Jensen
    • January 24, 2018

50. Term of Service Waiver

    By whistlingvivaldi, March 23, 2017   

    • 401k
    • 3 replies
    • 404 views
    • 
    • Bill Presson
    • March 24, 2017