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BenefitsLink Message Boards > Retirement Plans > Distributions and Loans, Other than QDROs
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  1. How do you determine stock attribution held by a limited partnership? (1 reply)
  2. Special Tax Notice (3 replies)
  3. RMD should have occured in the past... (4 replies)
  4. Force-out from ESOP (1 reply)
  5. Participant Distribution to self, within 60 days then elects to Rollover, does the 1099R need to be reworked? (2 replies)
  6. Participant Suffers Reduced Distribution (1 reply)
  7. State Tax Withholding on Distributions (7 replies)
  8. Loan for a Principal Residence (1 reply)
  9. return of distribution check (3 replies)
  10. Forced payouts under $ 1,000. (1 reply)
  11. RMD in first year of DB plan (2 replies)
  12. How do you apply the 10% early distribution penalty to distribution of Employer stock? (13 replies)
  13. RMD in year of distribution from PS plan (4 replies)
  14. A single person onws and upside down universal life policy (7 pay). That will be surrendered. Tax Problems? (3 replies)
  15. distribution upon death to a foundation (2 replies)
  16. distribution amounts under $1.00 (2 replies)
  17. Loan Re-Finance (2 replies)
  18. Audits of deceased participants (0 replies)
  19. principal residence loan for 30 years? (4 replies)
  20. Broker makes distribution without authorization...? (21 replies)
  21. Automatic Rollovers for Mandatory Distributions (3 replies)
  22. Participant Loan/Prohibited Transaction (4 replies)
  23. Hardship dist... 401K plans only? (2 replies)
  24. Hardship withdrawal and taxes withheld (1 reply)
  25. Qualified Preretirement Survivor Annuity (3 replies)
  26. Participant entitled to distribution is incarcerated. Do we send a notice regarding his eligibility for a distribution to the prison? (3 replies)
  27. Taxation of Disability Benefits (2 replies)
  28. Hardship Help! (3 replies)
  29. Deported illegal aliens (1 reply)
  30. Regulation for restricting distributions until termination or 59 1/2 (2 replies)
  31. Autorollover/Cash-outs and Rollover Accounts (8 replies)
  32. Hardship amount available after loan (2 replies)
  33. Spousal Consent (10 replies)
  34. Interpleader 1099-R Question (1 reply)
  35. Disclaimer of Benefits (1 reply)
  36. Paperless Loans and Check21 (Imaging) (0 replies)
  37. Rollover of plan account when RMD is due (3 replies)
  38. Automatic rollover of mandatory distributions of after-tax money (8 replies)
  39. Florida Documentary Stamp Tax (11 replies)
  40. Penalties for incorrect address on 1099 (6 replies)
  41. State Tax Withholding (5 replies)
  42. After Tax Contribuitons (8 replies)
  43. Suspension of Benefit (0 replies)
  44. Abatement? (4 replies)
  45. Distribution of contributions deposited after account balance is distributed. (1 reply)
  46. IRS 402(f) Notice (0 replies)
  47. Automatic Rollovers and After-Tax Contributions (5 replies)
  48. Can a 401(k) plan accept a rollover from a SEP? (2 replies)
  49. Incarcerated participant - can spouse authorize distribution? (6 replies)
  50. In Service Withdrawal as Rollover (2 replies)
  51. Min Distrib and Former Key (3 replies)
  52. Beneficiary found check issued years ago, what to do? (1 reply)
  53. Early Withdrawal at age 59 1/2 (1 reply)
  54. Renovation loan.... 15years? (5 replies)
  55. ADP refunds - for $3 each (0 replies)
  56. TEFRA 242(b)(2) (1 reply)
  57. Remedy for PSP distribution to estate, not designated beneficiary? (1 reply)
  58. participant deceased.... existing loan... no spousal consent for loan (2 replies)
  59. In-Service withdrawal (4 replies)
  60. RMD-are the model amendments in Rev. Proc. 2002-29 mandatory? (4 replies)
  61. RMD from PSP that includes after tax contributions (6 replies)
  62. Rolling Over Installment Payments Made For Less Than 10 Years (3 replies)
  63. Death distribution and rollover (0 replies)
  64. Automatic Rollovers - Notice 2005-5 & Puerto Rico residents (0 replies)
  65. Involuntary cash-out in profit sharing plan offering annuities (1 reply)
  66. How do you get a refund/credit of a participant's prior year's federal tax withholding? (5 replies)
  67. Distribution Code Chart (2 replies)
  68. Death Precedes RMD, payee = estate or beneficiary? (3 replies)
  69. Election form signature over 90 days old (1 reply)
  70. Treatment of Participant Loan at Death (0 replies)
  71. Electronic filing and mismatch of ID # on 1099-R (2 replies)
  72. Is an involuntary cash-out provision a protected distribution option? (2 replies)
  73. Lost Distribution Check - Rollover Options (4 replies)
  74. Former spouse distribution rights (9 replies)
  75. Reducing Automatic R/O from $5k to $1k => later deciding to move it back up to $5k (1 reply)
  76. Rollover Dist. (0 replies)
  77. Rollover from 401K to Roth IRA (2 replies)
  78. Loan and subsequent withdrawal- balance leave only loan (2 replies)
  79. Automatic Cashout - Multiple Beneficiaries (2 replies)
  80. Automatic Rollovers-Amending (2 replies)
  81. Is there a penalty for not remitting tax witholding on distributions electronically? (4 replies)
  82. Automatic rollovers--consequences of lowering the cash-out limit to $1,000 (12 replies)
  83. Pension Payments Deferred thru Employer Error (0 replies)
  84. 1099-R in name and TIN of deceased instead of beneficiary (1 reply)
  85. Taxes withholdings from unrelated plans and filing under one 945 /1099R EIN (1 reply)
  86. ESOP distributions - not enough cash to withhold 20% and required state withholding (0 replies)
  87. Calculating Earnings for a Gap Period (4 replies)
  88. Withholding more than 20% from a distribution? (5 replies)
  89. Plan distribution - Overpayment (5 replies)
  90. RMDs (2 replies)
  91. Recovery of basis (2 replies)
  92. Excess deferrals from participation in multiple plans (13 replies)
  93. Modifications to Substantially Equal Periodic Payments (2 replies)
  94. Hardship Withdrawal-reinstatement of deferral 6 mths later (2 replies)
  95. automatic rollovers--lowering the cash out limit to $1,000--the benefits, rights, and features test (1 reply)
  96. Can a money purchase plan offer loansor hardship withdrawals? (2 replies)
  97. amending automatic rollover threshold to $1,000 (4 replies)
  98. IRA Depositories (2 replies)
  99. This is a question for TPAs, regarding the Automatic Rollover rules. (0 replies)
  100. Avoiding MRD by 5% owners after age 70 1/2 (2 replies)
  101. involuntary consent to distribution (2 replies)
  102. Final Regulations Issued: Repayment of Previously-Taxed Participant Lo (1 reply)
  103. PS58 and MRD's (2 replies)
  104. Tax withholding schedule of deposits - corporate vs. plan trust (2 replies)
  105. Installment Payments- ERD and Withholding (1 reply)
  106. Revised 1099-R codes for corrective distributions (3 replies)
  107. 1099-R Question: What happens if employer pays terminated participant distribution out of business instead of plan? (13 replies)
  108. Distribution Code - Death payout that was donated? (0 replies)
  109. 1099R with no Social Security number (5 replies)
  110. 401k loans and bankruptcy (4 replies)
  111. Distribution code for loan default (3 replies)
  112. Disobedient Party and Rule 70 (15 replies)
  113. Divorce revokes beneficiary designation - in which states? (17 replies)
  114. Re-deposit of funds from a hardship distribution (0 replies)
  115. Question RMD after date of death (1 reply)
  116. Maximum Loan Amount (3 replies)
  117. Maximum Distribution Time Frame? (4 replies)
  118. What are the filing requirements with regard the 1096 and 945 in a year when the plan has no distributions? (20 replies)
  119. 1099R for post tax deferral distribution (1 reply)
  120. Age 59 1/2 and monthly payments (1 reply)
  121. Loan default - out on workers comp, not termed (2 replies)
  122. When does the RMD have to begin? (14 replies)
  123. early withdrawal of 401k to buy house (4 replies)
  124. 10 year averaging question.... (0 replies)
  125. IRS Notice 2005-5 on automatic rollovers (7 replies)
  126. How to distribute balance over $5,000 - Plan Terminating (2 replies)
  127. Repayment of Cash Out Distributions - EE restore? (19 replies)
  128. Aggregating RMD from inherited IRAs- when is it allowed? (2 replies)
  129. What is the difference between an installment payment and a periodic payment? (4 replies)
  130. 1099-R Distribution Code in Box 7 (5 replies)
  131. "Retired" for determining RMD beginning date (0 replies)
  132. Vendors for accepting mandatory rollover amounts (2 replies)
  133. Amended 1099R - zero dollars (1 reply)
  134. What are stirpes? (14 replies)
  135. Escheating money to state for missing participants. Anyone done it? (6 replies)
  136. Loan for just one quater-is this OK (2 replies)
  137. 1099-R coding clarification (0 replies)
  138. Treatment of outstanding loans in plan merger or trust to trust transf (3 replies)
  139. 70.5 Distributions required for Surviving Spouse? (3 replies)
  140. trust as beneficiary/death of participant before RBD (4 replies)
  141. Hardship w/drawl question (9 replies)
  142. Rollovers of 'mandatory distributions' (4 replies)
  143. Is IRC 414(k) still in effect? (3 replies)
  144. Distribution timing - withdrawal date or check date? (10 replies)
  145. Controlled Group - Transfer Loan from Plan A to Plan B to follow employee from Company A to Company B (0 replies)
  146. Are MRD elections still necessary (2 replies)
  147. Deceased Key employee whose non-spousal beneficiary is a participant in the plan (1 reply)
  148. ERISA, STATUTE OF LIMITATIONS (5 replies)
  149. Death Distribution to non-spouse beneficiary (4 replies)
  150. In-Service Distributions and Top Heavy Testing (2 replies)
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