@Gm_00 wrote:
Is there a specific form to use that ties this together as taxes paid on a Single IRA conversion to Roth?
Your taxes for the entire year are determined only on your 1040 when you file. That's the final number. However, if you have lump sum income during the year, you are required to make estimated payments in the same quarter as the income. If you over-pay, you will get the excess back when you file your return. The schedule of estimated payments is:
| Income received |
Estimate due (2021 dates) |
| January 1-March 31 |
May 17 |
| April 1-May 31 |
June 17 |
| June 1-August 31 |
Sept 15 |
| Sept 1-Dec 31 |
Jan 15, 2022 |
You can pay at www.irs.gov/payments. Select "estimated tax" and "2021" from the dropdown menus so the payment is applied to the correct tax year in your account.
