Calculation error on 2022 Form 2210ME

[VanceH]

On the 2022 Form 2210ME, line 6 is meant to be "Enter line 2 or Line 5, whichever is less."  However, TurboTax is putting the LARGER value (line2) on line 6.  As a result, TurboTax is calculating an underpayment penalty which I should not have to pay. I don't seem to be able to override the value on line 6 with the correct figure.

Could you correct this, please?

Note: I installed updates earlier today.

[BillM223]

We do not know what you are referring to. On the form 2210ME (2022) Line 6 is the check box for head of household and line 2 is the check box for farming or fishing.

What lines are you actually referring to?

[VanceH]

BillM-

Thanks for your quick reply!  We seem to be talking about different forms.  I'm referring to the form shown in the screenshot below.

-Vance

[VanceH]

Not sure why the above screenshot isn't displaying in the forum.  Reposting as a JPEG....

[BillM223]

Oh, My Bad! These years of 2021 and 2022 are confusing me (I used to work on the 2220, the corporate version of the 2210, so when I see tax year 2022 in the context of underpayment, well, I get confused - not your fault.

I am sorry that you redacted the form so efficiently - I would have liked to see the dollar amounts on lines 1 through 7.

Any chance this is a short year return for you? This would force line 7 to be equal to line 2.

Did you check "2021 Form 1040ME, line 24 minus lines 25c, 25d, and 25e" to make sure that line 5 was actually equal to these numbers (as opposed to just the 2021 tax)?

[Irish71]

Don't know whether this helps but found this on TurboTax using search in upper right corner

How do I override (replace) an amount calculated by TurboTax?

TurboTax FAQ

by TurboTax•199•Updated January 04, 2023

In the TurboTax CD/Download software, you can override (replace) a calculated figure in Forms Mode. This feature is unavailable in TurboTax Online.

Important: Under normal circumstances, you shouldn't have to override anything. Returns that contain overrides cannot be e-filed and may not be covered under our 100% Accurate Calculation Guarantee. We're providing these instructions to customers who understand the risks, but wish to proceed anyhow.

1. Switch to Forms Mode if you're in the Step-by Step interview: Windows | Mac
2. Right-click the line item value you want to override and select Override (Windows) or choose Override from the Edit menu (Mac)
3. Enter the value; it should turn red, indicating an override
4. Switch back to the interview by selecting Step-by-Step from the menu

To undo the override, follow the same directions except choose Cancel Override in Step 2 (Windows) or uncheck Override in the Edit menu (Mac).

When you run the final review, TurboTax will alert you of any overrides in your return.

Related Information:

• What is Forms Mode?
• Why can't I e-file my return?
• How do I switch to Forms Mode in the TurboTax for Windows software?
• How do I switch to Forms Mode in the TurboTax for Mac software?

[VanceH]

Ha!  No problem - too many 4 digit numbers with zeroes, ones, and twos 😉

As far as special situations go: this is not a short year for me, it is not my first time filing estimates, and I am not a farmer or fisherman.  

I am a freelancer and so I don't have anything on line 3 "2022 Maine Income Tax Withheld".  This seems to be handled correctly in the calculation as line 4 matches line 1.

My 2021 1040ME does not have any values on 25c, 25d, or 25e.

Cheers,

Vance

[VanceH]

@BillM223 Any luck figuring this out?  Should I use the "Override" approach mentioned by another poster above?

Thanks,

Vance

[BillM223]

Sorry, I am unable to reproduce the issue. If you feel comfortable doing the override, it is available to you - note: using the override may void the Accuracy Guarantee and it may prevent e-filing.