I am using the TurboTax online version, and I do so every year. I'm an Indiana tax filer, and I have to use the annualized installment method for my federal and IN state taxes, because I have uneven investment income. For IN, this is done on form IT-2210A. In Tax Year 2022, the interview for IT-2210A for the annualized installment method worked correctly, and I was able to enter the specific IN values for each installment period, including IN adjusted incomed and IN credits per installment period. It's also worth noting that the IN adjusted income per installment period will be different from the federal amounts, since Indiana has a property tax deduction that will lower the IN adjusted income per installment period. Also, IN has unique credits, like 529 contribution and donations to IN colleges, that also must be accounted for in each IN installment period, that will differ from federal. In Tax Year 2022, this interview process for IN worked correctly, and I was able to enter the IN installment period values above, and reduce/remove the penalty. This year, Tax Year 2023, the IN process isn't working correctly. When it asks if you have seasonal income, it does the same thing for both yes or no. It auto-populates the IT-2210A, I presume only using the values provided during the federal interview (plus the state estimated tax payments provided during the federal interview), but it doesn't continue to ask the state-specific questions regarding IN adjusted income per period and IN credits per period. Asking those questions is one of the main reasons for asking if you have seasonal income for your IN taxes. As I stated, this worked for Tax Year 2022, but isn't working correctly in Tax Year 2023, and so I am not getting to reduce my penalty by the correct amount. I already did a live call with TurboTax customer service, but this was beyond their level of understanding. We did do the IN taxes with and without picking seasonal income, so that I could at least demonstrate that the software works the same for both answers of yes or no, and that is the issue.
