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Personal Finance (Not Investing) • Tax on Roth conversion

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Thanks for the info, it seems a bit more complicated (for me) than just paying the amount owed in the end of year tax bill due in April next yr.
That way, I know exactly how much to have ready in the acct for the IRS to do a direct withdrawal.

Seems simpler for me anyhow.

So if the last quarter started Sept 1st. does that make this the "late in the yr" period to have it roll into year end taxes?
Without penalty, of course.

I tried calling Vanguard, and was told my call had an almost 2 hr wait.
I have never heard or read anything about "late in the year" tax owed being able to be pushed to the April tax filing. Unless you're already going to meet 2025's safe harbor anyway via withholdings and/or payments.

Cheers.

Statistics: Posted by dcabler — Wed Oct 15, 2025 7:31 pm — Replies 5 — Views 156



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