Annualizing Income to avoid a penalty for an IRA conversion

[mdcbk]

I'm using the Annualized Income method to eliminate the underpayment penalty Turbotax claims I owe. I converted a large amount of my IRA to a Roth in December, and made an estimated tax payment in the same month. During the Annualizing interview, it asks for Income for 3 periods: 1/1 to 3/31, 1/1 to 5/31 and 1/1 to 8/31. I don't understand the weird division into these time periods, but that's not my real issue.

I have several different investment accounts. I can (relatively) easily come up with dividends/ interest/ income for those time periods. However, on the next page it wants short-term, long-term, and qualified dividends for those same time periods. One of my accounts is 'tax-managed' to minimize capital gains. There are > 150 trades and dividends listed on that 1099. How do I go about getting this info? I could pull it into a spreadsheet if I could figure out how to get it out of either turbotax (because I imported it into there) or from my 1099 pdf from the financial company.  For the record, for 2024 I have an overall capital gains/loss of $0 for the year, plus a $3000 capital loss deduction due to carryover loss of previous years. I don't understand having to enter all the numbers when my net is 0, or why I need to enter qualified dividends. I'll do it if it's necessary, I'm just hoping someone has an idea how to gather the info.

[JamesG1]

My financial institution allows me to download the IRS form 1099-B as an Excel file.

It  would be possible to assign gains/losses/qualified dividends over the annualized income periods.  

You might want to pursue this tactic if you know that you have net losses in the later periods that offset the gains in the earlier periods.

If this is not possible or not helpful to the bottom line, report $0 for each period.