AnnetteB6,
Everything you say is correct. However, there a problem with TurboTax Massachusetts code.
There are a lot of hits about this problem, if you Google.
The problem is that after you complete "Part 3. Annualized income installment method" on MA Form M-2210 in TurboTax and the results show you do not owe any penalty (the reason for completing the form), TurboTax does not efile MA Form M-2210 because TurboTax incorrectly believes that because you won't incur a penalty, TurboTax doesn't need to include MA Form M-2210 in the efile and doesn't.
If the MA Form M-2210 is not included in the efile, the Massachusetts DOR assumes uniform income and withholdings. The reason M-2210 needs to be included is to inform the MA DOR that you had uneven income and withholdings. Without MA Form M-2210, the state has no knowledge of your uneven income.
My refund was less than what TurboTax showed to be my refund because the MA DOR penalized me by $55 for underpayment, which would not have been the case if TurboTax had included the MA Form M-2210 I completed in TurboTax.
