Guest mikeak Posted June 14, 2004 Posted June 14, 2004 Participant dies, qualified plan provides for Death Benefit as a Lump Sum. Beneficiaries are 2 non-spouse survivors living in Puerto Rico. Which withholding and tax form reporting rule applies: Non-Spousal Death Benefit or Puerto Rico Lump Sum Payment?
Demosthenes Posted June 14, 2004 Posted June 14, 2004 What was the deceased's legal residence? My understanding is that rules in effect for the residence govern.
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