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Tax law changes
I spoke with 3 reps at Fidelity. They were trained to begin using the W-4P form this year. I ended up just filling out the form on the phone for them (all my lines were zero). And they no longer withhold taxes for state. Oh, and one of them said early on that the RMD is now considered periodic and was not before. That is how they were trained.
‎November 3, 2023
7:38 AM