topic How to enter ROTH conversion income in 2026 in Get your taxes done using TurboTax

How to enter ROTH conversion income in 2026

fjjmueller — Fri, 06 Feb 2026 01:58:58 GMT

I didn't see any form to address my planned IRA to ROTH conversion for 2026 income. I don't need or want some TT program to go through some long process to tell me how much I need to send the IRS (Fed & NYS). I just wanted TT to set up quarterly vouchers to pay the government and so avoid penalities. I guess I will just do it on my own.

Re: How to enter ROTH conversion income in 2026

baldietax — Fri, 06 Feb 2026 02:09:49 GMT

In interview mode see Other Tax Situations / Form W4 and Estimated Taxes

Re: How to enter ROTH conversion income in 2026

MaxA1 — Fri, 06 Feb 2026 02:14:49 GMT

To Project your 2026 Tax liability and produce estimate (ES) payment vouchers, follow these steps:

Go to Other Tax Situations
Click on Add More Tax Situations
Locate W-4 and Estimated Taxes and click Add and then click Start
Go through the questions regarding your 2026 Income

Once you've entered your anticipated income for 2026, TurboTax will generate the ES payment vouchers based on the information entered.