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Returning Member
posted Jun 25, 2024 3:50:35 PM

Does TurboTax Premier handle IRS Form 2210 and Schedule AI?

Which TurboTax package handles IRS Form 2210 and Schedule AI for uneven quarterly income due to Roth IRA conversions?

0 3 10074
3 Replies
Level 15
Jun 25, 2024 3:54:31 PM

All versions of TurboTax have Form 2210, including Schedule AI.

 

Returning Member
Jun 27, 2024 6:41:04 AM

Thanks! I appreciate your help!

Level 15
Jun 28, 2024 3:21:49 PM

If you are avoiding withholding on your Roth conversion to maximize the amount deposited, then the estimated tax rules might result in some penalty.

 

@tsauer1936