Taxation of Dividends - US

Dividends paid out of a taxable investment account will be subject to income tax in Voyant.  


To review the tax go to Year View > Taxes


The Federal Tax Rates section will have a summary of the existing thresholds in the plan. 

In this example the dividend income was $40,000 making it subject to the lowest tax rate threshold of 3.5%. 


The Tax Summary section will list the tax that is being applied e.g. $40,000 x 3.5% - $1,400