Entering Data for Annualized Installment Method (Regular)

artg — Sun, 29 Dec 2019 20:08:23 GMT

I’ve posted this question once and have not received any response from the community. Therefore, allow me to try again with a different heading. I believe (although I'm not positive) I may be charged a penalty for underpayment of Estimated taxes on my 2019 return. I also believe I may be able to reduce (or eliminate) the penalty due to the fact that the bulk of our non-qualified mutual fund distributions are made in December. For example, all the Long and Short Term Capital Gains distributions were made last week. What I'd like to begin doing is preparing for the TT interview when I get to that part of my preparation. I'm comfortable with the four calendar periods as follows:

1 Jan-31 Mar

1 Jan-31 May

1 Jan-31 Aug

1 Jan-31 Dec

What I'd like someone in the community to tell me is what will I need readily available when I get that part of TT? I use Quicken to track my income and investment transactions so I can easily use "Custom dates" to extract data. What I'd like to know, as specific as possible, is what am I going to be asked? Between Quicken and MS Excel I'm confident that I can produce the information needed if I knew what was needed. Does anyone have any experience with this issue please? By the way, I use the desktop version of TT Premier. Thank you.

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Entering Data for Annualized Installment Method (Regular)

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