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Distributions and Loans, Other than QDROs

Deceased Participant with Loan Balance

Guest Bizitchie

By Guest Bizitchie
March 31, 2009 in Distributions and Loans, Other than QDROs

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Guest Bizitchie

Guest Bizitchie

Posted March 31, 2009

Posted March 31, 2009

What happens to the loan balance, when a participant dies? Is the loan taxable to the Estate or beneficiaries or neither?

Medusa

Posted March 31, 2009

Posted March 31, 2009

It can be reported as taxable to either the deceased participant, or to the participant's estate. Not to the beneficiaries.

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