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Tax law changes
I agree that the tax code does not specifically mention RMDs. The W-4P form doesn't either. Doesn't matter. I have no power or influence here. Fidelity is the payer, and I must yield to their knowledge (or misinformation).
I have now spoken with 3 Fidelity reps; none will back down. Today's representative said federal taxes will be withheld "single, no deductions" based on my form update.
I may have written earlier that I felt their interpretation could be incorrect. Thanks for your input.
‎October 25, 2023
2:16 PM