Investment Withholding

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Contents

1 Overview
2 Setup
3 Withholding Rules
4 Areas involving withholding

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

Investment System Settings

IRA Account

Withholding Rules

Areas involving withholding

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Investments