TaxDisbursementType

Description
Tax Disbursement Type

Type : OLI_LU_TAXDISBURSETYPE
DescriptionNameValue
A direct transfer from one qualified plan to another qualified plan.OLI_TAXDISBURSE_QAULIFIED3
A distribution, tax status unknownOLI_TAXDISBURSE_DISTRIBUTION25
A known exception to the 10 percent early withdrawal penalty applies to This withdrawal.OLI_TAXDISBURSE_TENPCTRULE12
Annuitant Reaches 59 1/2OLI_TAXDISBURSE_FIFTYNINE14
Annuitant Reaches age 70 1/2OLI_TAXDISBURSE_SEVENTY17
Conversion of a traditional IRA to a Roth IRA. The withdrawal is taxable but is not subject to the 10% early withdrawal penalty.OLI_TAXDISBURSE_ROTHCIONV8
Death Proceeds Received for Life Expectancy Continuation ContractsOLI_TAXDISBURSE_LIFEEXPECT24
Distribution for Qualified Direct RolloversOLI_TAXDISBURSE_TRUSTEE10
Distribution for Qualified Indirect RolloversOLI_TAXDISBURSE_ROLLOUT11
Early Distribution for SIMPLE IRAOLI_TAXDISBURSE_EARLY13
Excess Contributions before Filing DateOLI_TAXDISBURSE_EXCESSCONT21
Excess withdrawal from a qualified annuity after the tax return dateOLI_TAXDISBURSE_EXCESSAFTER4
Excess withdrawal from a qualified annuity Before the tax return dateOLI_TAXDISBURSE_EXCESSBEFORE5
Financial hardship withdrawal for qualified PlanOLI_TAXDISBURSE_HARDSHIP2
Forced Withdrawal - This is used to identify withdrawals processed in order to re-qualify contracts which have exceeded TEFRA/DEFRA guidelines. This type of disbursement is exempt from surrender charges.OLI_TAXDISBURSE_FORCED1
Medical DisabilityOLI_TAXDISBURSE_MEDDISABILITY15
OtherOLI_OTHER2147483647
Premature DistributionOLI_TAXDISBURSE_PREMATURE19
Qualified Loan as DistributionOLI_TAXDISBURSE_QUALLOAN23
Qualified total distribution. Used to identify funds which are taxable based on QTD tax tables.OLI_TAXDISBURSE_TOTAL6
RecharacterizationOLI_TAXDISBURSE_RECHAR22
Separation from ServiceOLI_TAXDISBURSE_SVCSEPARATION20
Tax Sheltered Annuity (TSA) LoanOLI_TAXDISBURSE_LOAN16
Termination due to disability, death or separation from service for qualified plan withdrawals.OLI_TAXDISBURSE_DISABILTITY7
UnknownOLI_UNKNOWN0
Withdrawal for first homebuyer's expenses and is subject to the IRS maximum amount.OLI_TAXDISBURSE_1STHOME9

Definition
Used to distinguish withdrawals for tax reporting purposes.

Parents
TaxWithholding