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February 2, 2025
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Roth rollover paid taxes via tax payment to IRS

  • February 2, 2025
  • 1 reply
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I took out $35,000 from my 40lK and put it in a Roth.  I then paid the IRS an estimated tax payment of $4,000.  I received a 1099-R but it doesn't have the $4,000 pretax payment on it.  How do I account for that $4,000 I already paid toward the tax in turbo tax desk top.

    Best answer by MAK70

    You will enter it in TurboTax as an estimated payment.  See Where do I enter my estimated tax payments?

    1 reply

    MAK70Answer
    February 2, 2025

    You will enter it in TurboTax as an estimated payment.  See Where do I enter my estimated tax payments?

    February 2, 2025

    Thank you so much!  I have been stressing over this problem and didn't want to pay a tax accountant hundreds of dollars just because of this one issue. 🙂