Delaware Underpayment of Estimated Taxes - PIT-UND

[TomMillerDE]

Appears there are two errors - (1) Computing the Over/Under Payment - Line 30 is reflecting quarterly amounts instead of State time periods of 1/1-4/30, 5/1-6/15,6/16-9/15,9/16-1/15 (2) Line 8 of Annualized Installment Method reflects only $6500 standard deduction amount (Joint Return) and does not include additional $5000 for Taxpayers over 65.

[DianeW777]

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)

TurboTax Online:

Open your return -Go to the menu panel on the left side of your return and select Tax Tools. 

1. Then select Tools below Tax Tools.
2. A window will pop up which says Tools Center.  
3. On this screen, select Share my file with Agent.
4. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number.
5. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.

TurboTax Desktop:

If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:

1. Click on Online in the top left menu of TurboTax Desktop for Windows
2. Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number.
   • Enter your email used for TurboTax > Enter your code > Send
3. Write down or send an image of your token number and state then place in this issue.
4. We can then review your exact scenario for a solution.
5. Please also tell us any states included in the return. This is necessary for us to view the return.
   • *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')

We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.

@TomMillerDE 

[TomMillerDE]

Delaware return - Token #164879296-06696063.  Both issues are NOT dependent on taxpayer data.  First is Line 8 of Annualized Installment Method - Standard Deduction reflected under 65 amount of $6500 and not over 65 amount of $11500,  Second issue is in Computing the Over/Under Payment - Line30 Delaware Withholding - Turbo tax returned quarterly amounts when DE time periods are 1/1-4/30, 5/1-6/15,6/16-9/15 and 9/16-1/15

[DianeW777]

We have asked the development team to take a look at the information. I confirmed your details about the PIT-UND and forwarded those details. I apologize for the delay and appreciate your kindness.

@TomMillerDE 

[AnnetteB6]

Thank you for sharing your diagnostic file and token number.  I have taken a closer look at the things you pointed out.  

They have been reported in detail to the development team for their investigation and correction.  

In the meantime, I was able to override the amounts during testing to see if there would be a change in your return when the corrections had been made.  It did not ultimately change the calculation and your DE bottom line stayed the same.  

If there are any further updates in this matter, they will be shared here.  

@TomMillerDE 

[TomMillerDE]

Not that the amounts were significant, but I went from owing a small penalty for underpayment of estimated taxes to not having a penalty according to my calculations.

[CatinaT1]

You can sign up for updates here: Why am I not getting both the standard and additional deduction when calculating my underpayment pen...