topic NY IT-2105.9 penalty calculation ignoring quarterly estimated tax payments made on IT-201line 75 in required withholding in State tax filing

NY IT-2105.9 penalty calculation ignoring quarterly estimated tax payments made on IT-201line 75 in required withholding

WmRCohen2 — Sun, 02 Feb 2025 20:05:05 GMT

NY IT-2105.9 penalty calculation ignoring quarterly estimated tax payments made on IT-201line 75 in required withholding per period and is not allowing quarterly payments made to be included in IT-2105.9 line 26, therefore line 26 is only including withheld tax and not including estimated tax paid as per form instructions.

Re: NY IT-2105.9 penalty calculation ignoring quarterly estimated tax payments made on IT-201line...

LenaH — Mon, 10 Feb 2025 12:59:19 GMT

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

TurboTax Online:

Sign into your online account.
Locate the Tax Tools on the left-hand side of the screen.
A drop-down will appear. Select Tools
On the pop-up screen, click on “Share my file with agent.”
This will generate a message that a diagnostic file gets sanitized and transmitted to us.
Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

Open your return.
Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us.
Please provide the Token Number (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)

Please tag me using the @ symbol in you answer so that I am promptly notified.

Re: NY IT-2105.9 penalty calculation ignoring quarterly estimated tax payments made on IT-201line...

WmRCohen2 — Mon, 03 Mar 2025 21:12:39 GMT

Token 161576731-70320373 New York IT-2105.9 tax penalty calculation is not allowing entry onto line 19 or 26 and is ignoring NY IT-201 line 75 estimated tax payment made via Form IT-370 in calculating tax penalty on IT 2105.9 line 20 total tax withheld.

Re: NY IT-2105.9 penalty calculation ignoring quarterly estimated tax payments made on IT-201line...

VolvoGirl — Mon, 03 Mar 2025 20:52:20 GMT

Can you post a screenshot of the token #? The spam filter thought it was a phone number or something.

Re: NY IT-2105.9 penalty calculation ignoring quarterly estimated tax payments made on IT-201line...

WmRCohen2 — Mon, 03 Mar 2025 21:07:18 GMT

Attached file of token number

Re: NY IT-2105.9 penalty calculation ignoring quarterly estimated tax payments made on IT-201line...

m9t — Mon, 03 Mar 2025 23:48:51 GMT

Similar issue. 2105.9 shows the correct total estimate but includes my 2d quarter estimate as if it was made in the 4th quarter, thereby showing that I underestimated and am subject to penalty. Elsewhere, the NY "Tax Payments Worksheet" has it correct.

Re: NY IT-2105.9 penalty calculation ignoring quarterly estimated tax payments made on IT-201line...

LenaH — Fri, 07 Mar 2025 13:22:02 GMT

You have to enter your estimated taxes paid on the federal screens. To do so in TurboTax Desktop, please follow the instructions below:

Please make that correction.

@WmRCohen2

Re: NY IT-2105.9 penalty calculation ignoring quarterly estimated tax payments made on IT-201line 75 in required withholding

jstage — Fri, 06 Mar 2026 18:29:09 GMT

There appears ro be an error on the NY IT-2105.9 when using the AI that I want to point out. This is the form used for uneven income. There is no problem with that page. However line 25 of this page goes to NY 2105.9 Part 3 Line 25 ((No problem there). Line 26 is filled in from Credit Section of the 1040 where you enter Estimated Payments by Quarter. However for the 4th Quarter it is adding the balance due to this payment. I have just done an override with the corrwct amount. Users will be really happen that this mistake will reault in zero penalty, which may not be correct. Hopefully this message will get to someone in tech for a correction.