Difference between revisions of "Investment Withholding"
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== Setup == | == Setup == | ||
=== Constituent Setup === | === Constituent Setup === | ||
| + | {| class="wikitable" | ||
| + | |- | ||
| + | ! AI Code !! Description !! Notes | ||
| + | |- | ||
| + | | TAXF || Foreign Tax Constituent || Withholding always equals %0 | ||
| + | |- | ||
| + | | TAXN || Non-Taxable Constituent || Withholding always equals 0% | ||
| + | |- | ||
| + | | TAXW || Tax Withholding Constituent || Tax-withholding is required based on investment system settings and IRA account settings | ||
| + | |} | ||
| + | |||
| + | === Investment Settings === | ||
| + | |||
=== IRA Account === | === IRA Account === | ||
| + | |||
| + | == Withholding Rules == | ||
== Areas involving withholding == | == Areas involving withholding == | ||
[[Category:Investments]] | [[Category:Investments]] | ||
Revision as of 18:51, 11 July 2016
Contents
Overview
Setup
Constituent Setup
| AI Code | Description | Notes |
|---|---|---|
| TAXF | Foreign Tax Constituent | Withholding always equals %0 |
| TAXN | Non-Taxable Constituent | Withholding always equals 0% |
| TAXW | Tax Withholding Constituent | Tax-withholding is required based on investment system settings and IRA account settings |
