CKliger
Returning Member

Application of Payments to Underpayment Penalty Calculation

I am noting (or at least I think this is happening) that a refund applied from a prior year is not included in this calculation, when it would seem that money was in the possession of the IRS from the filing deadline, and should therefore "count" as a payment.

 

The amount is properly entered on the Tax Payment worksheet.

 

Do you need to do something to trigger this?