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Level 2
posted Mar 13, 2025 8:52:52 AM

Estimated Taxes - Include a Roth Conversion in 2025 Estimated Taxes

I need to include the amount of a Roth Conversion in my 2025 Estimated Taxes.  Would I simply add the amount converted to the "other income" field in the Estimated Taxes section?  If not, how do I add this income to for estimating purposes for more accurate estimated payments?

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1 Best answer
Level 2
Mar 14, 2025 2:16:18 PM

The easiest way to do this is, after you file your taxes for this year and have printed your return for your records. go back into your return and enter a bogus 1099-R in the amount that you intend to convert.  This will force the program to calculate a new set of 1040ES coupons.  Be sure to remove the bogus 1099-R before closing up your return for the year.

1 Replies
Level 2
Mar 14, 2025 2:16:18 PM

The easiest way to do this is, after you file your taxes for this year and have printed your return for your records. go back into your return and enter a bogus 1099-R in the amount that you intend to convert.  This will force the program to calculate a new set of 1040ES coupons.  Be sure to remove the bogus 1099-R before closing up your return for the year.