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Level 2
posted Apr 7, 2025 10:39:34 AM

Form W-4p and Roth Conversions

For line 4a, I am including estimated interest and dividends. Should I also include the amount I am intending to convert in a Roth conversion as I am not having taxes taken out for it? Thank you. 

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1 Replies
Expert Alumni
Apr 21, 2025 10:29:22 AM

Since you are not having taxes taken out for it, yes.  But don't forget to come back and change this for next year.

 

@plikakis01