Hi All, (I'm not sure if better to put this as reply to first or last post, so will do both ???)
I've been reading all the comments here for days and going crazy like the rest of you trying different
things and getting multiple rejections. I'm a virgin at forums, never replied to a post before, so
not sure how to add this reply. I will hit "reply" on this last response and hopefully someone will
see it and pass it on if necessary so all can see. Maybe it's way too big and will not work???
Anyway, this afternoon I figured out an easy way past this 2210 E-File rejection mess that does not
involve doing various bad things to fool TTax into excluding form 2210 (For instance I saw people
talking about changing their 2017 Tax amount to zero so it would skip generating form 2210, etc.)
I have Desktop Windows TTax Premier 2018.
In my case I had some tax withheld, and I also paid quarterly estimated tax payments.
This is what I did to get past the problems:
1) Go to section > Federal Taxes/Other Tax Situations/Additional Tax Payments/Underpayment Penalties
2) I went thru the section normally and on the screen for Annualized Income Method I selected YES.
Even though my income was fairly uniform over the year other than some dividends and capital gains,
I just chopped it up into the pieces TTax wanted. My idea was if I enter all my income details, TTax
will be forced to fill and actually send all 3 pages of form 2210 + the explanation text.
That way the IRS E-file algorithm will get all the required possible forms plus the explanation
text, even though in the end I did not owe a penalty.
It was not difficult to calculate and enter the required income info, so I just did it in 15 minutes.
3) TTax asks for 2018 Annualized Adjusted Gross Income for four periods:
1/1/2018 to 3/31/2018 = $____ This is just 3/12 x your total 2018 AGI
1/1/2018 to 5/31/2018 = $____ This is just 5/12 x your total 2018 AGI
1/1/2018 to 8/31/2018 = $____ This is just 8/12 x your total 2018 AGI
1/1/2018 to 12/31/2018 = $____ This is your total 2018 AGI from line 7 of your form 1040
3) TTax then asks for 2018 Net Capital Gains + Qualified Dividends for three periods:
1/1/2018 to 3/31/2018 -- 1/1/2018 to 5/31/2018 -- 1/1/2018 to 8/31/2018
Short-Term Capital Gain/Loss $____ $____ $____
Long-Term Capital Gain/Loss $____ $____ $____
Qualified Dividends $____ $ ____ $____
(All this info was on my Vanguard brokerage accounts 1099-B and 1099-DIV tax forms and my Shedule D)
4) On the last Conclusion screen, leave the box checked for Annualized Income Installment Method and
say Done.
5) Say NO on next Annual Withholding screen, unless you need to enter actual withholding amounts & dates.
6) In the end I get to the last screen that says "I do not owe penalty, however Form 2210 will be filed."
7) In my case this resulted in both Box A 85% Waiver and Box C Annualized Income Statement Method being
checked off on Form 2210, and TTax added Form 2210AI and 2210 Waiver Explanation Statement automatically.
😎 I then went thru Federal and State review again with no errors, then went back to "Check E-File Status"
section and resubmitted my federal and state return one last time, and both were accepted sucessfully.
9) Checking the Print file of "All official Forms required for filing" I saw that TTax populated
parts I + II + IV of Form 2210, added Form 2210AI at end of Form 2210 and added an Additional Information
document at the very end of the federal return after the Electronic Postmark page. So IRS got it all OK.
Hopefully this helps everybody file before supposed 3/1/18 TTax fix. Sorry my note is soooo very long!!!
Why Intuit couldn't tell us all to do this days ago is beyond me - It should work for everyone's various cases I hope.
Goodnight,
Rob
