@sandy4042 "Are the amounts in those boxes correct? You said you retired mid-year, so your withholding reported on your W-2 should be attributed to the first two quarters. Did you check box D (withholding to be calculated as of date paid instead of equal installments) as well as box C?"
D was checked but for some reason C was not. So I went to the calculations and form 2210AI is correct.
I still have a problem using easy step. When I get to the smart check it states: "Form 2210: Line D Withholding. The sum of the four columns does not equal to your total withholding for the year." Then the entry box shows the withholding that corresponds to only the entry for the first quarter. If I go to the form 2210: Line D Withholding, the first quarter value is in red. If I sum all four columns they equal the total withholding amount that appears on the easy step page. If I enter the total was holding for the year on the easy step line D withholding, it will place that amount in the first quarter making the rest of the calculations incorrect.
If I cannot resolve this, I will file an extension and pay the total tax owed and hope that eventually this problem can be solved.
Any suggestions?
