Difference between revisions of "Investment Withholding"
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| − | === Investment Settings === | + | === Investment System Settings === |
=== IRA Account === | === IRA Account === | ||
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 |
