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Old 03-28-2022, 09:00 AM
Caymus Caymus is offline
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Default Question on withholding taxes.

I have a question on withholding taxes from investment accounts. I assume you can have taxes withheld from 401K and regular IRA distributions. How about from regular brokerage accounts and mutual funds? If not, I assume you would account for that in estimated tax payments.

It also looks like taxes can also be withheld from SS payments.

This will be the first year that I will not be able to adjust my employer withholding to account for investments.

I would appreciate any advice (except see a tax/investment professional)