Hello - I really need help on what to include and deduct to calculate each tax payment period's adjusted gross income as is needed for Form 2210AI, Line 1. In my case for 2024, I have only interest and dividends as income for all four periods with a Roth conversion in the 4th period.
In my calculation for each period, I included only interest, dividends and the Roth conversion for each quarter. Is this correct or do I need to adjust for any 2024 adjustments in those numbers?
For example, my only two adjustments on my 1040 for my full year AGI are an HSA contribution ($10,300 for spouse and myself) and a capital loss of -$3,000. To calculate the number on Form 2210AI, Line 1, should I adjust the total of my dividends, interest and Roth conversions for each period with an HSA and capital loss adjustment for that period? If so, how is that done? -Thank you
