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Excellent reply, thank you! I see now that the instructions for IRS Form 2210 has "special rules for certain individuals". These extra twists are NOT reflected in IRS Form 2201, so I missed them. I use the penalty rules to forecast for the coming year, and I specifically withheld to avoid the penalty. Appreciate all the extra effort to clarify this for me.
‎February 13, 2024
5:45 AM