Distributions and Loans, Other than QDROs

4,055 topics in this forum

1. In-service distribution of rollover account only

   By t.haley, April 8, 2021
   • 4 replies
   • 462 views
   • 
   • BG5150
   • April 8, 2021

2. Options for Missing Beneficiary

   By EBECatty, April 5, 2021
   • 5 replies
   • 850 views
   • 
   • Peter Gulia
   • April 5, 2021

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

   By BG5150, March 23, 2021
   • 5 replies
   • 683 views
   • 
   • BG5150
   • March 23, 2021

4. State tax elected but not withheld

   By BG5150, March 22, 2021
   • 3 replies
   • 402 views
   • 
   • CuseFan
   • March 22, 2021

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

   By rocknrolls2, March 16, 2021
   • 5 replies
   • 365 views
   • 
   • Lou S.
   • March 18, 2021

6. Distribution Code for Exceeding 415 Limit

   By Vlad401k, March 15, 2021
   • 0 replies
   • 265 views
   • 
   • Vlad401k
   • March 15, 2021

7. Death benefit to new spouse

   By Santo Gold, March 8, 2021
   • 5 replies
   • 509 views
   • 
   • Santo Gold
   • March 10, 2021

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

   By AlbanyConsultant, March 1, 2021
   • 6 replies
   • 546 views
   • 
   • FormsRstillmylife
   • March 3, 2021

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

   By TPApril, February 26, 2021
   • 2 replies
   • 244 views
   • 
   • C. B. Zeller
   • February 26, 2021

10. Eliminating participant loans from a plan

    By Santo Gold, February 24, 2021
    • 4 replies
    • 806 views
    • 
    • Santo Gold
    • February 24, 2021

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

    By Mr401kPaul, February 19, 2021
    • 7 replies
    • 518 views
    • 
    • Bird
    • February 22, 2021

12. Funeral Home as Designated Beneficiary

    By luissaha, August 10, 2016
    • 6 replies
    • 2.2k views
    • 
    • Mike Preston
    • February 17, 2021

13. Distribution Hierarchy for Designated Roth Withdraws?

    By JOH, January 27, 2021
    • 2 replies
    • 864 views
    • 
    • JOH
    • February 8, 2021

14. Hardship for Medical Expense Date Range

    By k3mkim, February 5, 2021
    • 1 reply
    • 388 views
    • 
    • MoJo
    • February 5, 2021

15. 402(g) Limit - Roth - After Year End

    By Vlad401k, February 3, 2021
    • 1 reply
    • 282 views
    • 
    • Lou S.
    • February 3, 2021

16. Looking for 1099-R Software Recommendations

    By YY, December 11, 2020
    • 8 replies
    • 765 views
    • 
    • Susan S.
    • January 25, 2021

17. 401k loan default questions.

    By larrybhunter, January 21, 2021
    • 5 replies
    • 789 views
    • 
    • Bird
    • January 22, 2021

18. Who is the beneficiary?

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

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

    By C Williams, January 15, 2021   

    • excess contribution
    • 1 reply
    • 339 views
    • 
    • Luke Bailey
    • January 19, 2021

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

    By Jay Bobber, January 10, 2020
    • 10 replies
    • 1.3k views
    • 
    • Era
    • January 17, 2021

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

    By Jakyasar, January 15, 2021
    • 3 replies
    • 400 views
    • 
    • FORMER ESQ.
    • January 16, 2021

22. Loan Offset treated as RMD

    By Vlad401k, January 15, 2021
    • 1 reply
    • 370 views
    • 
    • Bri
    • January 15, 2021

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

    By pmacduff, January 14, 2021
    • 0 replies
    • 356 views
    • 
    • pmacduff
    • January 14, 2021

24. DB Plan termination, when is withholding due?

    By DMcGovern, January 12, 2021
    • 4 replies
    • 389 views
    • 
    • Lou S.
    • January 14, 2021

25. Inservice Distribution Rolled Over To IRA

    By Lucky32, January 13, 2021
    • 3 replies
    • 412 views
    • 
    • Lucky32
    • January 13, 2021