So just an update I want to add @baldietax ...
Just something else to add about my reply below about my final conclusions/assumptions about completing form 2210 schedule AI. I'm assuming that an HSA contribution and the annual loss allowance ($3,000) should not part of the numbers entered into Q1-Q3 because the Turbotax screen that has the quarterly entry boxes shows my total AGI from 1040 line 11 in the Q4 box and it is not editable. Line 11 AGI already has my HSA contribution and $3K loss in the calculation so I can't imagine it should be reflected in both Q1-Q3 and Q4.
Also, when I went to adjust the Virginia "quarterly" annualized income on 760C to match the odd dates VA wants, I realized I also needed to reduce those by the amount of US government obligations earned in each "quarter". That also reduced my VA penalty to zero.
Thanks for your help!
