Investment Withholding
Jump to navigation
Jump to search
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 |