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New Member
posted Oct 7, 2021 11:30:26 AM

How do I get Turbotax to let me access Arizona Form 221 Underpayment Penalty of Estimated Taxes by Individuals"?

Arizona charged me an underpayment penalty when TT said I didn't owe one. I paid 143% of my previous (2019) AZ taxes and 136% of the AZ taxes owed for 2020, but I did not pay in equal installments because I did a Roth conversion in late December, 2020. TT had me annualize my income for my federal return on Form 2210, but it did not prompt me to file AZ Form 221. TT gave no indication whatsoever of an Arizona underpayment penalty.

I called AZ Dept of Revenue and they said the penalty was because I did not pay in equal installments and did not file AZ Form 221 to explain why I paid in unequal installments. This sounds like a bug in TT, even though it also sounds like AZ Dept of Revenue is not following their own "safe harbor" estimated tax law. So how can I force TT to let me access AZ Form 221 *AND* help me fill it out? I tried filling it out manually and it is very difficult, plus that would not let me be able to eFile. Thanks for any help.

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2 Replies
Level 8
Oct 7, 2021 12:04:03 PM

With online TurboTax there is no way to directly edit a form.  Everything has to be done through the TurboTax interview.  With desktop, if you override anything on a form, you usually must then mail the form.  

Level 15
Oct 7, 2021 12:18:52 PM

Duplicate question. Please post your question only once.