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It will really depend on your other credits and deductions as well. We can assume a Standard Deduction for a Single filer of $15,750 for 2025.  That amount would be subtracted from your AGI amount. And it will bump up any income over $48,475 and below $103,350 into the 22% tax bracket (for a Single filer). It's a tiered system (brackets of income levels and related tax rates). And here are the 2025 tax brackets. 

@M-MTax wrote: @MythSaraLee wrote: Is the "Deductib.ly" also developed by our TurboTax? I am virtually 100% the answer is "no". Maybe the dev will chime in. You can now remove the "virtually" 😉 Thanks!!

Ideally, convert just under the amount that would bring your tax from zero to above zero. Otherwise convert more up to the tax you find acceptable.   The trick is, to accurately calculate your 2025 AGI, deductiona and incorporate the 2025 Tax brackets, etc.   It is no longer allowed to reverse a conversion if you make a mistake.   @JRretires 

@MythSaraLee wrote: @Deductibly Thanks. Is the "Deductib.ly" also developed by our TurboTax? Thanks for the question. No, Deductib.ly is not affiliated with TurboTax or Intuit.   We’re an independent team of donors and developers who relied on ItsDeductible and were disappointed to see it shut down. So we’re building a modern, community-backed alternative. Still early days, but we're committed to getting it right.   If you're curious or want to give input, feel free to join us over at r/deductibly on Reddit.

@MythSaraLee wrote: @Deductibly Thanks. Is the "Deductib.ly" also developed by our TurboTax? Thanks for the question. No, Deductib.ly is not affiliated with TurboTax or Intuit.   We’re an independent team of donors and developers who relied on ItsDeductible and were disappointed to see it shut down. So we’re building a modern, community-backed alternative. Still early days, but we're committed to getting it right.   If you're curious or want to give input, feel free to join us over at r/deductibly on Reddit.

Correct, the deadline to convert a traditional IRA to a Roth IRA is December 31, 2025.  It must be completed by December 31, 2025 in order to be reported on your 2025 return.  Regular IRA contributions on the other hand can be made up until the April tax filing deadline of the following year, so for tax year 2025, they can be made by April 15th 2026.      TurboTax is designed to report on the conversion after it occurs, not projecting and creating the best strategy for the future.     Many brokerage firms also offer free online calculators to help model the tax impact of a Roth conversion based on different scenarios.  I would check with your financial institution to see what Roth Conversion Calculator they may have available.    Some things to keep in mind when you do use a calculator to help plan for multi-year conversion:   Tax brackets: By spreading out conversions over several low-income years, you can fill up your lower tax brackets (e.g., the 12% or 22% brackets) and avoid pushing yourself into a higher one. Medicare premiums: Higher income from a Roth conversion can trigger Income-Related Monthly Adjustment Amounts (IRMAA), increasing your Medicare Part B and D premiums. A good calculator will help you plan conversions to stay below IRMAA thresholds. Social Security tax: A higher taxable income from a conversion can increase the amount of your Social Security benefits that are subject to federal income tax. State taxes: Don't forget to account for state and local income taxes, which can vary and impact the cost-benefit analysis of your conversion  

It's actually a reduction of taxable income. You still report it as you will receive a 1099-R, but then it's excluded (if the qualifications are met, and it's below the limit) and will reduce your Adjusted Gross Income. This link on What is a Qualified Charitable Contribution has great info to help as well.

Doesn't everybody have access to the extended Win 10 support at no cost? When I went to Settings>Update & Security> Windows Update there was a box that I clicked on to start the process. (I don't remember the specifics; I did it a couple of weeks ago.) Then while poking around the web I found a website that gave instructions on how to add that box if it didn't appear. My son used that information to successfully get the extended support on his PC.

@17611198902   Are you still interested and checking this thread?    Also here is my Nov 2024 Notice for how much I will get/got in 2025.  You can get your copy from SS.   The top monthly benefit in 2025 before deductions is the amount that can be taxable.  Multiply that by 12 months.   Up to 85% it can be  taxable depending on your other income.  The amount for Medicare can be a deduction if you itemized on schedule A.      

If you withhold taxes from a pension, social security or distributions from a retirement account you may not need to make estimated payments.  Also if you are still working an have enough withholding being taken out of your check from your employer you may not need to make estimated payments.     The IRS uses a pay-as-you-go income tax system, meaning you must pay your taxes as you earn income. It enforces this by charging penalties for underpayment. You get them if you haven't paid enough income taxes through withholding or making quarterly payments. It also charges penalties on late payments even if you end up getting a refund.   The IRS uses a couple of rules to determine if you need to make quarterly estimated tax payments: You expect to owe more than $1,000 after subtracting withholding and tax credits when filing your return, or You expect your withholding and tax credits to be less than: 90% of your estimated tax liability for the current tax year 100% of the previous year's tax liability, assuming it covers all 12 months of the calendar year For tax year 2025, the following payment dates apply for avoiding penalties: 1st Quarterly Estimated Tax Payment April 15, 2025 2nd Quarterly Estimated Tax Payment June 16, 2025 3rd Quarterly Estimated Tax Payment September 15, 2025 4th Quarterly Estimated Tax Payment January 15, 2026 Helpful Links: Estimated taxes  A Guide to Paying Quarterly Taxes  Estimated Taxes: How to Determine What to Pay and When

As a married filing jointly couple, you, if you earn between  $32,000 to $44,000, you will pay income taxes on up to 50% of your Social Security benefits. If you earn more $44,000 if you’re married filing jointly, you’ll pay taxes on up to 85% of your benefits. You will never be taxed on more than 85% of your Social Security benefits. You can read more about it at this Guide to Social Security Tax. 

As I understand you stopped state withholding and are putting that money aside to pay any possible federal tax due.     The IRS uses a pay-as-you-go income tax system, meaning you must pay your taxes as you earn income. It enforces this by charging penalties for underpayment. You get them if you haven't paid enough income taxes through withholding or making quarterly payments. It also charges penalties on late payments even if you end up getting a refund.   The IRS uses a couple of rules to determine if you need to make quarterly estimated tax payments: You expect to owe more than $1,000 after subtracting withholding and tax credits when filing your return, or You expect your withholding and tax credits to be less than: 90% of your estimated tax liability for the current tax year 100% of the previous year's tax liability, assuming it covers all 12 months of the calendar year For tax year 2025, the following payment dates apply for avoiding penalties: 1st Quarterly Estimated Tax Payment April 15, 2025 2nd Quarterly Estimated Tax Payment June 16, 2025 3rd Quarterly Estimated Tax Payment September 15, 2025 4th Quarterly Estimated Tax Payment January 15, 2026 Helpful Links: Estimated taxes  A Guide to Paying Quarterly Taxes  Estimated Taxes: How to Determine What to Pay and When

@baldietax wrote: ........"If you purchase TurboTax Desktop for tax year 2025 and cannot install it on Windows 10" means ... so will it install on Win 10 or not?...... This is a somewhat perplexing and curious statement since (a) TurboTax Business apparently will support Windows 10 and (b) ProSeries (which can read TurboTax files) will also support Windows 10.    I suppose will know in short order - the 2025 editions should be released within a couple of weeks and on pre-order well before.