Distributions and Loans, Other than QDROs

4,055 topics in this forum

1. Loans, Deemed Distributions and Offset

   By Gadgetfreak, August 30, 2013
   • 4 replies
   • 32.9k views
   • 
   • Bird
   • September 3, 2013

2. Employer failed to make 401K loan payroll deductions

   By Guest Mark Cornwell, October 16, 2008
   • 16 replies
   • 21.7k views
   • 
   • K2retire
   • February 13, 2017

3. Notary Required for Spouse Signature when taking a distribution?

   By Guest FREE401k, December 12, 2001
   • 12 replies
   • 21.2k views
   • 
   • Guest
   • December 13, 2001

4. Distribution Code 2 - reported on 1099-R

   By Jilliandiz, April 9, 2004
   • 1 reply
   • 16.4k views
   • 
   • WDIK
   • April 9, 2004

5. RMD and in-service distribution 1 2

   By Guest Jennyb473, December 3, 2010
   • 32 replies
   • 14.7k views
   • 
   • joel
   • August 11, 2013

6. Hardship Withdrawals - Timing of Medical Bills 1 2

   By Danny CPA, June 14, 2018
   • 25 replies
   • 14.5k views
   • 
   • Lillie
   • June 13, 2019

7. Uncashed/stale-dated checks to be returned to Trust assets

   By Guest Iwonder, June 7, 2006
   • 21 replies
   • 12k views
   • 
   • Guest
   • July 6, 2006

8. Related vs. Unrelated Rollover

   By Towanda, June 23, 2015   

   • related rollover
   • unrelated rollover
   • 6 replies
   • 11.3k views
   • 
   • card
   • March 24, 2018

9. Power of Attorney Question

   By FundeK, July 16, 2004
   • 14 replies
   • 10.8k views
   • 
   • Hojo
   • November 8, 2013

10. Maximum Loan Amount

    By DTH, December 14, 2005
    • 19 replies
    • 10.3k views
    • 
    • Clinton
    • July 14, 2019

11. Penalties for incorrect address on 1099

    By Belgarath, April 26, 2005
    • 6 replies
    • 10.1k views
    • 
    • Belgarath
    • April 28, 2005

12. Hardship distribution for terminated employee

    By Guest marciab, February 11, 2004
    • 9 replies
    • 10k views
    • 
    • K2retire
    • June 25, 2009

13. Hardship available to rent apartment?

    By BG5150, July 10, 2014
    • 10 replies
    • 9.9k views
    • 
    • Bird
    • July 11, 2014

14. Rollover from QP to Roth IRA

    By pmacduff, September 22, 2009
    • 17 replies
    • 9.4k views
    • 
    • Appleby
    • February 12, 2010

15. In Plan Roth Rollover v Transfer

    By Lou S., February 23, 2015
    • 3 replies
    • 9.3k views
    • 
    • mbozek
    • February 24, 2015

16. calculating PS-58 cost?

    By Guest pjg, January 18, 2003
    • 4 replies
    • 9.3k views
    • 
    • mbozek
    • January 21, 2003

17. What is the difference between an installment payment and a periodic payment?

    By FundeK, December 1, 2004
    • 4 replies
    • 9.2k views
    • 
    • Appleby
    • December 29, 2004

18. 401k loan reamortization

    By Guest wired, May 26, 2011
    • 3 replies
    • 9.1k views
    • 
    • Kevin C
    • May 26, 2011

19. Hardship Withdrawal - Eviction Notice Required?

    By Guest JHLUBB, July 7, 2010
    • 2 replies
    • 8.9k views
    • 
    • Guest
    • November 11, 2010

20. Distribution checks never cashed but 1099-R issued in 2001; reissued in 2002 when participants found; taxable to participant in 2001?

    By Guest ircreader, September 3, 2003
    • 6 replies
    • 8.7k views
    • 
    • Guest
    • September 29, 2003

21. Death, Rollover and RMD 1 2 3

    By SMB, October 24, 2007
    • 52 replies
    • 8.5k views
    • 
    • masteff
    • November 14, 2007

22. Hardship safe harbor vs Facts and Circumstances

    By Jim Chad, August 12, 2008
    • 15 replies
    • 8.4k views
    • 
    • masteff
    • September 4, 2008

23. State Withholding

    By Guest ADMINREX, February 16, 2006
    • 21 replies
    • 8.4k views
    • 
    • Guest
    • August 9, 2011

24. Hardship for home purchase, deal falls through

    By Belgarath, July 31, 2017
    • 15 replies
    • 8.4k views
    • 
    • TPAJake
    • August 2, 2017

25. distribution code L1

    By Guest ngresham, September 27, 2000
    • 1 reply
    • 8.3k views
    • 
    • Michael Devault
    • September 28, 2000