OH, Did you do it this February in 2026? Then change my years to 2026. You will report it on your 2026 return. Hopefully you had withholding taken out or made an estimated payment to cover it.
The conversion will be entered on your 2025 tax return. You will get a 1099R for it. So the tax will be due on April 15, 2026. Did they take any withholding out of it? You may owe an underpayment penalty if you end up owing too much on your tax return.
Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
