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dthiessen
New Member

I made an estimated tax payment for a traditional IRA conversion to Roth. The IRS received the payment but says I need to claim it on my tax return. How do I do this?

I made the payment through the IRS Direct Pay website.  The informational statement on the website says:

"Our records show you have payments applied to your account which need to be claimed on your tax return."
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dmertz
Level 15

I made an estimated tax payment for a traditional IRA conversion to Roth. The IRS received the payment but says I need to claim it on my tax return. How do I do this?

  • Type estimated tax payments in the Search box.
  • Click on Jump to estimated tax payments.
  • Click the button for Federal estimated tax payments for 2018 (Form 1040ES).
  • Enter the date and amount of the payment in the boxes corresponding to the tax quarter for which you made the payment.

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1 Reply
dmertz
Level 15

I made an estimated tax payment for a traditional IRA conversion to Roth. The IRS received the payment but says I need to claim it on my tax return. How do I do this?

  • Type estimated tax payments in the Search box.
  • Click on Jump to estimated tax payments.
  • Click the button for Federal estimated tax payments for 2018 (Form 1040ES).
  • Enter the date and amount of the payment in the boxes corresponding to the tax quarter for which you made the payment.
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