@VolvoGirlthank you for your reply.
I have already completed forms 2210 & 2210-AI, and still end up with a penalty, due to the large Q4 IRA withdrawal, which significantly increased the taxable amounts of my Q1, Q2, and Q3 Social Security Benefits received.
Given this, my question was:
"can I file Form 843 (Claim for Refund and Request for Abatement) to request a refund of the penalty?
I'm thinking this could work, or is there a different form I must use?
On From 843. I think I would check the first box under Penalty (Abatement or refund of a penalty or addition to tax due to reasonable cause or other reason allowed under the law)
and explain why the estimated taxes for Q1 changed because of events in Q4."
Do you agree?
