Skip to main content
March 13, 2025
Solved

Estimated Taxes - Include a Roth Conversion in 2025 Estimated Taxes

  • March 13, 2025
  • 1 reply
  • 0 views

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?

Best answer by spuk00

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 reply

spuk00Answer
March 14, 2025

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.