Withholding rules in Spanish

[ombskid]

Employer has a particularly difficult employee whose English is spotty, and who is determined to take "all of my money" from the profit sharing plan when he leaves the company next month.

Does anyone know of an explanation of the mandatory withholding rules in Spanish?

[Peter Gulia]

If you go to the IRS's website page for "Forms and Publications" and put "(SP)" in the Find box (and leave the Find function set to "Product Number"), the search retrieves 117 forms and publications.

Then, you might scroll through the list to see whether you find anything that might help meet your client's purpose.

[Peter Gulia]

Also, the IRS in 2002 published a Spanish version of the OLD edition of the 402(f) eligible-rollover-distribution explanation.

http://www.irs.gov/pub/irs-irbs/irb02-18.pdf

[masteff]

In Notice 2009-68, the IRS says "It is expected that the IRS will publish a Spanish translation of these safe harbor

explanations." But I find no evidence that they ever did.

You could try calling some of the larger firms like Fidelity and TIAACREF and ask for a copy of theirs.