DawnC,
Form 5805 is listed in my forms. If I delete it, it is regenerated. I do not have to use Open Forms to get to it.
Box B is NOT checked.
Line 13 is completely blank.
And, yes, I was taken through the full interview for the Federal penalty (and I used the annualized method), and a penalty was calculated there on the IRS Form 2110.
Form 5805 is completely blank, except for the following suspicious thing -- on the smart worksheet at the top, by line F, it says "1-Prior Yr $500/$250" next to the phrase "If penalty exception number 1 or 2 is met, the exception number will be listed to the right." This indicates to me that Turbo Tax believes the following is true: "1 The amount of your tax liability (not including tax on lump-sum distributions) less credits (including the withholding credit) but not including estimated tax payments for either 2018 or 2019 was less than $500 (or less than $250 if married filing a separate return)." This is most DEFINITELY NOT true in my case. My CA tax liability less withholding is a very large amount of money significantly more than $500. HOWEVER, my CA tax liability for the *previous/prior* year, TY2018, was less than $500 -- but that is not what's relevant to the penalty this year from my reading of the Form 5805 instructions.
