BrittanyS, Dave1006 & Kapo 1997
Again, I thank each of you for your assistance. I am sending this reply to you three to closeout my issue and tell you where I landed. It is only fair I take some time to thank you for your time and effort on my behalf by telling you my conclusion so you build more experience with this issue in case this occurs in the future to someone else
I will start with the happy ending. I finished the return and by annualizing my income the penalty was reduced to $40. I was unable to use the step by step approach as I had hoped and as Brittany outlined so wonderfully in her final suggestion along with screen shots. I had to use the suggestion by Dave and Kapo to enter the data in the Forms view which worked. However, as I anticipated, it was more cumbersome and required more involved reading of the Form worksheets and IRS form directions to ensure correct input of the data. This was especially the case with Form 2210 which is more tailored to personal filing vs Estate and Trust filing. Basically, the Forms approach eliminates the reason we by the TT products in the first place. TT has the experts who have researched the IRC and developed shortcuts via interview questions which saves the filer a whole lot of time and research and the need for technical IRC competency to file a return. The Forms input was the only way I could proceed and it remains a mystery as to why and how the product failed in this area. After completing the data entry into the forms worksheets, much to my surprise during my final review the step by step functionality reappeared and the simple interview questions and the table to enter my 5 numbers from my Excel SS reappeared and annualized my income. So, I will have to say that it was user error or some program corruption but, it still remains a mystery. I tried every possible approach and could not get back to the step by step interview questions for annualization of income and calculation of penalty. If I find time, I will do another Trust return with fake data and see if the same issues occur.
Many thanks
Tom P
