Please allow me to clarify my question, as I used the term "annualize" that tax expert DianeW777 points out in her response to a similar question in January 2024, that PA uses only to describe the situation when a taxpayer dies during the tax year. I am very much alive. What I want to do is use "Exception 2" to REV-1630, the PA Underpayment of Estimated Tax worksheet. "Exception 2" can be used, "if your income was earned unevenly throughout 2024 and your 2024 estimated tax payments, tax withholding and credits equal at least 90 percent of the tax on your taxable income for the periods." My problem is that I can't get to any point in the interview that allows me to enter those numbers. Perhaps I could type directly onto the form, but I've never done that in Turbo Tax and need some guidance on how to do it.
