I, too, am an Indiana filer, and have the same and another problem in TurboTax Deluxe. Since our income is unevenly earned throughout the year, and not all subject to withholding, I carefully compute and track my quarterly state estimated tax payments using an Excel model of Indiana Form IT-2210A to avoid the possibility of penalties.
Line 20.a. on Indiana Form IT-40 provides the option to enter an “A” to indicate that the taxpayer elects to annualize, which should then automatically trigger use of Schedule IT-2210A. Nowhere did TurboTax Deluxe give me the option to declare that my income was unevenly earned, and to then “annualize” my income. Instead, TurboTax Deluxe automatically prepared Schedule IT-2210 (which is to be used only when income is evenly earned), which resulted in TurboTax Deluxe computing a $133 tax penalty where no penalty was warranted.
I also discovered that TurboTax Deluxe did not properly transfer the amounts of the estimated quarterly tax payments I keyed into the Tax Payments screen over to Schedule IT-2210. Two of the four quarterly estimated tax payments that I keyed in were wrong on the Schedule IT-2210 that TurboTax Deluxe created.
I reported this to an Intuit customer representative on February 8th - three weeks ago. I spent 1 hour and 54 minutes on the phone trying to get him to understand the nature and scope of the problem. This included my using a token number to send in a protected return copy so that he could see for himself. In the end, he said that he would mention the problem to his manager, but that I would probably just have to pay the penalty! The problem is still not fixed.
I had to print and manually complete the affected forms to include with my state tax return. So much for the "maximum refund guarantee" and "100% accurate calculations guarantee"!
