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.

posted

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

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multi-year tax strategy and planning for transition to retirement, including IRMAA cliff thresholds, potential Roth ITA conversion amounts for individual tax situations, etc

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