topic IRA conversion to Roth, taxes paid in Get your taxes done using TurboTax

IRA conversion to Roth, taxes paid

jamesrath1970 — Mon, 09 Mar 2026 06:10:10 GMT

Last year we converted a portion of a traditional IRA to a Roth IRA. We paid estimated tax. Where in Turbo Tax do we enter the estimated tax that was paid?

Re: IRA conversion to Roth, taxes paid

SweetieJean — Mon, 14 Feb 2022 01:04:30 GMT

Isn't it recorded on your 1099-R?

Re: IRA conversion to Roth, taxes paid

jamesrath1970 — Mon, 14 Feb 2022 04:13:02 GMT

I was interested in how the the quarterly estimated tax paid in 2021 is reported in Turbotax.

Re: IRA conversion to Roth, taxes paid

jamesrath1970 — Tue, 15 Feb 2022 02:46:10 GMT

The 1099-R does not show any fed tax withheld because they did not withhold tax before rolling it over.

Re: IRA conversion to Roth, taxes paid

RobertB4444 — Tue, 15 Feb 2022 03:26:51 GMT

Under "Deductions and Credits" scroll down to "Estimates and Other Taxes Paid". The first option is "Estimates." You'll enter your estimated payments here.

Re: IRA conversion to Roth, taxes paid

VolvoGirl — Tue, 15 Feb 2022 03:30:24 GMT

For 2021 Federal Estimated payments should be on 1040 line 26.

You can type estimates paid in the search box at the top of your return and click Find and it will give you a link to Jump To it.

To enter Federal or State Estimated Taxes Paid, including a state estimated payment made in January for the prior year, go to

Federal on left or at top (Personal for Home & Business)

Deductions and Credits at top

Then scroll way down to Estimates and Other Taxes Paid

Estimated Taxes - click the start button

Re: IRA conversion to Roth, taxes paid

jamesrath1970 — Wed, 16 Feb 2022 02:10:25 GMT

Perfect. Thank you.

Re: IRA conversion to Roth, taxes paid

jamesrath1970 — Wed, 16 Feb 2022 02:10:59 GMT

Thank you.