Me: "IRS already knows your extimated tax payments per your account with IRS.
You: " It doesn't have anything to do with withholding or late payments. the IRS will determine that 1/4 of that withholding was due the previous April, June and September, before the withdrawal was made. "
your statements are self-contradictory.
My comments were with regard to Form 2210.
"The solution is to use the annualized method on form 2210, schedule AI. "
Not convinced that Schedule AI will solve the problem in all cases where [ withholding+ Estimated tax] = 90% of tax OR 110% of prior tax, whichever is smaller.
BUT, Schedule AI is beyond my powers of calculation. So I stay away from it.
@Opus 17
