I'm paying estimated taxes for the first time. I just want to know if the IRA sends some sort of document reporting estimated taxes paid that one uses when preparing their tax return.
If you’re talking about withdrawing from a IRA in the US, then yes, you get a 1099-R early next year that shows you the amount of the withdrawal, and the amount of estimated tax withheld.
Or are you talking about the IRS (not IRA) and asking if they send you a list of estimated taxes paid? No, they don’t. You can check online, but in general, you need to track your payments yourself.
nothlit on
No, they don’t send anything. You are expected to keep track of your payments yourself.
these-things-happen on
> I just want to know if the IRS sends some sort of document reporting estimated taxes paid that one uses when preparing their tax return.
No.
Access your 2025 online account transcript for the estimated tax payments information: received dates and amounts.
4 Comments
What country are you talking about?
If you’re talking about withdrawing from a IRA in the US, then yes, you get a 1099-R early next year that shows you the amount of the withdrawal, and the amount of estimated tax withheld.
Or are you talking about the IRS (not IRA) and asking if they send you a list of estimated taxes paid? No, they don’t. You can check online, but in general, you need to track your payments yourself.
No, they don’t send anything. You are expected to keep track of your payments yourself.
> I just want to know if the IRS sends some sort of document reporting estimated taxes paid that one uses when preparing their tax return.
No.
Access your 2025 online account transcript for the estimated tax payments information: received dates and amounts.
https://www.irs.gov/individuals/get-transcript
You’ve got to keep track yourself unfortunately. Its as simple as saving the records from when you pay into a folder on your desktop