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Re: [TSPStrategy] Roth conversions

Re: [TSPStrategy] Roth conversions

Here's a link to a discussion in a Turbotax thread. The answer is, yes, you can spread the payments out quarterly. 


But keep in mind safe harbor rules. See this discussion thread. 





On Fri, Aug 1, 2025 at 5:18 PM Tsp novice via groups.io <red12blue=hotmail.com@groups.io> wrote:
I know it's August. Thank you you answering. This year I will use TurboTax and I think it will have me fill out form 2210 AI?. I converted traditional IRA to Roth on 2025 June 17 and paid to IRS direct 100% of what I thought the tax will be. I plan on doing conversions for the next 10 years. I am not sure what is the smartest way and easiest to pay the tax bill. Can I convert the entire amount in jan 2026 and then pay the estimated tax bill in quarterly payments. Or just pay the total bill in Jan also. +-$20k. 

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Re: [TSPStrategy] Roth conversions

Re: [TSPStrategy] Roth conversions

I know it's August. Thank you you answering. This year I will use TurboTax and I think it will have me fill out form 2210 AI?. I converted traditional IRA to Roth on 2025 June 17 and paid to IRS direct 100% of what I thought the tax will be. I plan on doing conversions for the next 10 years. I am not sure what is the smartest way and easiest to pay the tax bill. Can I convert the entire amount in jan 2026 and then pay the estimated tax bill in quarterly payments. Or just pay the total bill in Jan also. +-$20k. 
_._,_._,_

Groups.io Links:

You receive all messages sent to this group.

View/Reply Online (#3902) | Reply to Group | Reply to Sender | Mute This Topic | New Topic
Your Subscription | Contact Group Owner | Unsubscribe [prefander.leadersworkshop@blogger.com]

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