Roth IRA conversion tax reporting. I am so confused! [View all]

Make that confused and frustrated. You'd think this would be simple.

I want to convert my entire traditional IRA into my Roth IRA before the end of this year. The question is not whether that makes financial sense. I want to do it because I don't want to be forced into required minimum distributions. That's my only reason.

What I'm trying to figure out is what form or forms is or are required to pay the taxes on the thing by the deadline for paying estimated taxes.

The company that holds my IRA was of no help, as the form they referred me to said it only applied if you were converting part of it. They told me to consult a financial professional. I see no reason to pay for that when all I need to know is what the heck form do I fill out to report the conversion and pay the taxes.

Googling was no help either. It kept wanting to tell me about a backdoor conversion, which does not apply to me. It was no good at just telling me what form to fill out either.

In hindsight, I should have increased my withholding on one of my sources of retirement income at the beginning of this year and then I wouldn't have had to worry about it. Hindsight is 20/20.

Come to think of it, I'm not sure I even need to report the conversion until I do my 2024 taxes. All I really need right now, I think, is just to send in the estimated taxes on the thing.

Help?