Karis_F
Expert Alumni

State tax filing

Follow these steps in TurboTax Desktop to get to the area in the Pennsylvania tax return where you can annualize your income for the underpayment penalty:

 

1. Go to the main page titled You've Finished Your Pennsylvania Tax Return in the state tax return area that shows all of the tax categories.

 

2. Go to Underpayment Penalty and click Update

 

3. On the screen Do you want to let Pennsylvania calculate the penalty for you? answer No 

 

4. On the following screens you will enter  the date tax is to be paid and 2024 PA taxable income

 

5. The next screen is Do you want to see if you qualify for any exceptions to this penalty? Select Yes

 

6. There will be several questions about exceptions to penalty and estimated taxes. You can click through those to get to the screen Let's See If You Earned Your Income Unevenly. Answer Yes

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