Can't find form 2210 AI:E-qualified-6

[SteamTrain]

Form 2210AI during Error Check

If your Form 2210AI showed up unexpectedly, with a Federal Refund, but maybe 3-to-12 errors during your Review & Error Check....I can help you get rid of it.

But it depends on whether you are using the Desktop/download version of TurboTax, or the Online Browser-based software.  The procedure is different for each one.

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First, a warning.  .....after deleting it, you will need to  check line 79 of the form 1040  (or line 51 of a form 1040A).

IF there is a tax penalty that shows up on that line, then you would need the form 2210AI, (or 2210) to reduce or eliminate that penalty....but I wouldn't bother unless the penalty is more than $50.  

...(.it's painfully tedious to do a 2210AI if you've never done one before, and if you have, you'll avoid the hours of extra work needed for minor $$ penalties)

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Online Software:

1) Get into your tax file again, and start the Review & Error Check until the first form 2210AI error shows up.

2) Put a "1" in the first erro box, and continue to the next error

3) Go over to the left side of the screen and click on "Tax Tools"....then "Tools" 

(For those of you with narrow screen devices, you might need to click on the upper-left hamburger stack to get the left-menu to show up)

4) from the pop-up menu, select "Delete a Form"

5)  scroll down to the form 2210AI and delete it

6) scroll down to the bottom, click on "Continue With My Return" to get back to your tax return.

7) Run thru your Review and error check again to make sure it's gone....though, you might have different errors to deal with.

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Desktop Software;

1) Start thru your error check again.

2) Until the first Form 2210AI error shows up, 

3) Now switch immediately to "Forms Mode".

4)  Delete the form 2210AI then return to the Step-by-Step

5) it should be cleared of that form 2210AI now.  

6) Run the error check again.  You might have other errors that need to be dealt with, but the 2210AI errors shouldn't show up again. 

[robertmeyer310]

Steam Train or anyone  -  How can I get TurboTax to give me the option of even using/filling out 2210AI?   I got an underpayment penalty showing (line 24 of 1040SR) due to a single December Roth conversion that I covered immediately with a direct tax payment (wasn't even sure I would do one till deciding late in the year).  And I'm getting refunds as well.  Paid all other taxes fully with wh from Soc Sec and pension checks through year.     Don't see a way to initiate the use of the form to even consider using it.  No prompts and both State and Fed ready to file.   (Would think Turbo would input some options for any 1099's related to a conversion as to the timing of the income).  Thanks, Bob  

[KrisD15]

IRS Form 2210 (Underpayment of Estimated Tax by Individuals, Estates, and Trusts) calculates the underpayment penalty if you didn't withhold or pay enough taxes during the tax year.

We'll automatically generate a Form 2210 if your return needs it. Or you can revisit this section:

1. Sign in to TurboTax and open or continue your return.
2. Type    underpayment of taxes   into the search box
3. Select the Jump to link in the search results.
4. The Underpayment Penalties screen will display the penalty amount. Select Continue to review this section and make any needed adjustments.
   • Note: If you see No Underpayment Penalty, you either haven't entered your income and/or estimated tax payments yet, or you aren't subject to an underpayment penalty.