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11-05-2019, 05:49 AM
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#1
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Thinks s/he gets paid by the post
Join Date: Mar 2010
Location: Chicago
Posts: 1,154
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Vanguard
Is anybody familiar with the Vanguard website. I'm trying to change the federal tax withholding on my Inherited IRA distribution? It has been awhile. Maybe I need to call them but was trying to see if I could do it online. Thanks
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11-05-2019, 07:13 AM
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#2
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Full time employment: Posting here.
Join Date: Jan 2010
Posts: 734
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Don't know about managing an inherited IRA, but this worked for my account: go to Accts, then Account Maintenance, then RMDs (under Services), then "Your RMD automatic distributions," then View or Edit Details, then Edit (in the lower right), then keep clicking on Continue until you get to Make a Tax Withholding Choice.
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11-05-2019, 08:43 AM
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#3
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Thinks s/he gets paid by the post
Join Date: Mar 2010
Location: Chicago
Posts: 1,154
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Quote:
Originally Posted by lucky penny
Don't know about managing an inherited IRA, but this worked for my account: go to Accts, then Account Maintenance, then RMDs (under Services), then "Your RMD automatic distributions," then View or Edit Details, then Edit (in the lower right), then keep clicking on Continue until you get to Make a Tax Withholding Choice.
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Thanks Penny. That didn't work but I have a call in to Vanguard to see how this works
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11-05-2019, 12:29 PM
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#4
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Full time employment: Posting here.
Join Date: Dec 2006
Posts: 881
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After Vanguard, "updated" their "menu format", and combined my accounts into one
Brokerage account, several years ago, I found it very confusing.
Most times, I have to call Vanguard, CSR, for help.
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11-05-2019, 01:13 PM
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#5
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Thinks s/he gets paid by the post
Join Date: Mar 2010
Location: Chicago
Posts: 1,154
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I found out that when I make an Inherited IRA withdraw after end of year for RMD all I have to do is check boxes for state and federal for % amount to be deducted.
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