IF...
1) if you paid quarterly estimated taxes, with un-even amounts during the year....then you may need to fill out that form to avoid underpayment penalties, even if you have a refund.
2) If you have a large balance due, and if you had unexpected large 4th Quarter distributions from Mutual funds, .then you may need to fill out that form to avoid underpayment penalties.
3) If you have a large balance due, then you may want to try to fill out that form to avoid underpayment penalties.
But yes, you would need to fill out each of the "quarters" manually from your own records. You could start on it...then delete it in Forms Mode, then go thru your final Federal review, and look at your 1040 to see if any penalties are there...and if there...whether it is worth your while to try to limit (I usually don't bother if under ~$40 penalty)
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
