@irunalot wrote:
@Opus 17
This is a new twist. I'm really trying to avoid the 2210 but it may be necessary next year when I perform more, higher dollar traditional IRA to Roth conversions.
I've also thought of performing 4 conversions next year. That may be my best option going forward.
Many thanks again. Really appreciate this community.
If you want to avoid any possibility of needed to file 2210, then you need to do your withholding, and make it up (if you want) from other funds.
For 2026, you certainly could break up your conversion into 4 chunks, one per quarter, and make the appropriate estimated payment by the due date for that quarter. To avoid the need for a 2210, the 4 conversions should be about the same amount of money and the 4 estimated payments also about the same. If one of the conversions is much larger than the others, you will run into the same potential issue.
