Estimated Taxes - Include a Roth Conversion in 2025 Estimated Taxes

[Bailey7557]

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?

[spuk00 · Accepted solution]

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.