AnnetteB6
Employee Tax Expert

Retirement tax questions

As you go through the section used to calculate the estimated payments for your 2025 taxes, there will be several categories to enter.  For the Other Income category, you would only include the Roth conversion amount.  Other categories will cover items that you reported on your 2024 return on their own where you can adjust them if you expect them to change for 2025.

 

@rickirwin 

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