topic How do I report a payment made through "IRS direct pay" from our bank account to cover tax due for end of year ROTH conversions? in Get your taxes done using TurboTax

How do I report a payment made through "IRS direct pay" from our bank account to cover tax due for end of year ROTH conversions?

GermanShepard — Tue, 03 Feb 2026 09:53:24 GMT

Re: How do I report a payment made through "IRS direct pay" from our bank account to cover tax du...

AnnetteB6 — Wed, 19 Feb 2025 12:48:26 GMT

That payment would be entered into your tax return as an Estimated Payment.

See the information in the following TurboTax help article for directions to enter the amount:

Where do I enter my estimated tax payments?

Re: How do I report a payment made through "IRS direct pay" from our bank account to cover tax du...

Ted4561 — Wed, 04 Mar 2026 02:33:19 GMT

I have the same situation and question, but I'm following up to ask whether I could enter my direct fed & state tax payments under the "Other Income Taxes Paid in 2025", "Withholding not entered on a W-2 or 1099". When I do that, the outcome seems to be the same - no penalty. But the guidance of AnnetteB6 makes me wonder if I am doing something wrong :(

Re: How do I report a payment made through "IRS direct pay" from our bank account to cover tax du...

baldietax — Wed, 04 Mar 2026 02:42:32 GMT

what "situation" are you referring to. when you make a payment to IRS you identify the payment type which should be estimated tax and then enter it on your return as such. why are you trying to classify it as withholding?

Re: How do I report a payment made through "IRS direct pay" from our bank account to cover tax du...

DavidD66 — Wed, 04 Mar 2026 02:52:53 GMT

The previous answer is correct, you enter the payment on your return the same way you identified it when you made the payment, which should have been estimated tax. You do not enter it as "Withholding".

Re: How do I report a payment made through "IRS direct pay" from our bank account to cover tax du...

Ted4561 — Wed, 04 Mar 2026 04:11:29 GMT

Thank you Annette and David - I changed how I reported the tax payments as you advised. I think my confusion stems from not understanding the tax jargon differences of withholding & estimated taxes - even though I've been doing my own taxes for decades.