Following a large Roth Conversion ( with ZERO withholding) performed in July 2025, I want to initiate a distribution in December of 2025 that is 100% applied for Federal tax withholding to cover the tax on the July 2025 Roth conversion. For the purpose of avoiding being pushed into the next IRMMA bracket for Medicare Part B & D in 2027, and to prevent further inflating my taxable income in 2025, I want to initiate a distribution in January 2026 that is paid directly to me ( or Fidelity if possible) and thereby nominate that distribution as a 60 rollover to cover and reimburse the IRA and thus reduce my 2025 taxable income by the amount of the aforementioned December 2025 distribution. My motivation is to prevent further inflating taxable income in 2025 and essentially defer the December 2025 distribution impacting my 2025 tax obligation and instead allow that distribution to increase my 2026 income and thus affect my 2026 tax obligation while keeping my 2025 income at a level to avoid being pushed into the next IRMMA bracket in 2027. Is this possible thru TurboTax? Moreover, is this allowed by the IRS and I'm assuming form 2210 is required when I file 2025 Taxes via TurboTax? If Form 2210 is required, does that require that I mail the return via USPS?
Thanks TurboTaxBob
