Mandatory IRA Withholding

Home Fairmark Forum Retirement Savings and Benefits Mandatory IRA Withholding

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  • #73931

    Does anyone have available, or does anyone know of, a matrix or something similar that shows which states are mandatory withholding states for IRA distribution purposes? Some are, some aren’t, and states differ in their requirements as to when (or if) it applies. I’m looking for the percentages withheld for each, if any, and when it applies. For example, some states only apply it when fed withholding applies or when instructed to withhold. If there isn’t a state by state matrix or list, the states of Maryland, Pennsylvania, and DC would still be helpful.

    Kaye Thomas

    Reasonable question, but I don’t know where you’d find an answer. I suspect that if this exists at all it’s included in a pricey subscription service. You may need to dig through form instructions and other guidance put out by the relevant taxing authorities.

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