Notifications
Clear all
Frequently-Asked Questions
2 Posts
2 Users
0 Likes
321 Views
Topic starter December 19, 2021 2:35 pm
Need an explanation for the column "Previous year withdrawal from your TD account" in TABULAR PROJECTIONS / AGI Detail. It looks like taxes are calculated for the current year using the amount withdrawn last year (above RMD)??
December 20, 2021 7:29 am
Please see the section entitled "Handling of Taxes on Unplanned Withdrawals from Tax-Deferred Savings" in the user manual.
