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New Regulations for puerto rico plans


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Guest lync
Posted

Does anyone know how to pay the mandatory withholding on lump sum and periodic payments from plans? Does the withholding go to the IRS or the Hacienda?

  • 2 years later...
Guest ldmurphy11
Posted

you have to look at the source of the income to determine who the tax goes to. is it a US source or a PR source income?

  • 1 year later...
Posted

I have a question on withholding and issuing forms for a participant under Dual qualified plan. The participant lived and worked in Puerto Rico. The pension plan is US based . The participant made no contributions to the plan. Should we withhold US taxes or PR taxes? Should we issue a 480.7 C or 1099 R or both?

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