Quote:
Originally Posted by Caymus
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)  |
When you talked with a tax professional what did they say?