Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Feb 25, 2024 8:26:14 AM

2210 Line 8 Source - Prior Year's Tax

Form 2210 is reporting a Line 8 which is $3,335 higher than expected for my Prior Year's Tax. When looking at the "Data Source" Carryover Wks is opened and box 6 is highlighted with the expected amount, which does not match line 8. Is there a calculation on the Prior Year's Tax for a 2210 Underpayment or should it just be the same as 1040 Line 24 - Total Tax?

 

 

0 1 375
1 Best answer
Expert Alumni
Feb 25, 2024 9:45:31 AM

Yes, there is a calculation for line 8 of Form 2210. 

 

For most people that calculation ends up the same as the number on line 24, but there are a few variations:

 

  • If you are a household employer, you don't include your household employment taxes from Schedule 2.
  • If the AGI on your 2022 return is more than $150,000 ($75,000 if married filing separately for 2023), enter 110% of the amount of the tax.
  • There are seven additional adjustments for those that have refundable credits on their 2022 tax return.
  • There is an additional adjustment if your filing status is different from last year. 

 

If you want to see al the details, you can refer to the penalty section in Publication 505, here. 

 

1 Replies
Expert Alumni
Feb 25, 2024 9:45:31 AM

Yes, there is a calculation for line 8 of Form 2210. 

 

For most people that calculation ends up the same as the number on line 24, but there are a few variations:

 

  • If you are a household employer, you don't include your household employment taxes from Schedule 2.
  • If the AGI on your 2022 return is more than $150,000 ($75,000 if married filing separately for 2023), enter 110% of the amount of the tax.
  • There are seven additional adjustments for those that have refundable credits on their 2022 tax return.
  • There is an additional adjustment if your filing status is different from last year. 

 

If you want to see al the details, you can refer to the penalty section in Publication 505, here.