About vsefcik

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Re: Do I Need a W-4P Form for RMD Tax Withholding?

I talked with a Fidelity rep today. When I asked about using Form W-4R she said that I could use it. However, five minutes after we ended the conversation she c...

vsefcik

4

Updated Feb 04, 2024
Re: Do I Need a W-4P Form for RMD Tax Withholding?

Has anyone asked their Fidelity rep if form W-4R can be used? The instructions for this form include the statement "Complete Form W-4R to have payers withhold t...

vsefcik

6

Updated Feb 04, 2024
Re: Do I Need a W-4P Form for RMD Tax Withholding?

I am having the same issue with Fidelity. Last year they allowed me to specify a withholding percentage but won't do so this year. I noticed on the W-4P form th...

vsefcik

4

Updated Feb 04, 2024

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Date Registered	‎October 25, 2023 3:11 PM
Date Last Visited	‎April 10, 2025 7:52 AM
Total Messages Posted	4

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