Yes, in forms mode, click on the "explain" button on line 26 form 1040. It will bring up an "explanation statement". I entered a description "$XXX overpayment in 2020. TT bug". I'm just using this form to document the reason my 2020 overpayment is recorded as an estimated payment. Don't try inputting anything in the "former name" field or it will give you an error.
I'm a little concerned about filing this way because in the step by step mode TT specifically says not to include any 2020 overpayment in the estimated taxes. If the IRS looks at the Tax Payments Worksheet which results from making this change, it will incorrectly show an estimated payment made in the first period. I made no "estimated payments" during the first period. But declaring my overpayment an estimated payment while reducing my overpayment amount to zero produces a comparable result. Whether I get audited is another question.
TT needs to either use the overpayment you specify in the "other income taxes" section where you specify the amount of refund from 2020 to apply to 2021, or it needs to at least allow you to edit line 11 on 2210 to include this overpayment amount as the IRS instructions dictate for this line. Otherwise nothing we do is going to be accurate.
Does anyone working on TT bugs ever read these forums? I tried calling them but was unable to talk to anyone since I'm not paying for support. I don't need support. But I would like their software to work correctly.
