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Level 4

Question

Federal Form 2210, Part IV

Forum|Forum|5 years ago
February 27, 2021
48 replies
250 views

TurboTax released Form 2210 on February 26. Since I was waiting on that form to e-file, I immediately printed my return to do a final review. The numbers in Part IV, lines 20 through 26 for columns (c) and (d) were incorrect. I had a net overpayment in column (a) which was correctly shown on line 26 of column (a). The overpayment carried to line 20 of column (b). However, column (b) is kind of “not applicable” this year due to the IRS allowing people until 7/15 to make both first and second quarter payments. Anyway, the overpayment did not carry down to line 26 of column (b) and therefore did not carry to line 20 of column (c). Because the net overpayment did not carry to column (c), all the numbers in column (c) and (d) were incorrect (it actually showed a net underpayment on line 25 when, in fact, I was overpaid). Surprisingly, it still calculated no penalty as it should have.
I tried overriding line 26, column (b) with the correct number and then all the other number corrected themselves. Unfortunately, you cannot e-file when you have an override. I have reported the problem to TurboTax and they referred the issue to their Tech Support people. Hopefully, they will resolve this quickly. In the interim, you may want to source your own numbers in Part IV, lines 20 through 26 to see if they are correct before you e-file.

TurboTax Home & Biz Windows

lakemurray

Level 2

I am having the same problem with Part IV of form 2210 as Thomas S. Form 2210 has not been updated to recognize that only columns (a), (c) and (d) are in use for 2020 because of the deadline changes made for estimated taxes in 2020 due to COVID-19. In my case, line 26 of column (a) should be carried over to line 20 column (c) not line 20 of column (b). We waited weeks and weeks for this form to be available and now we cannot file because the form has not being updated correctly. Step up your game TurboTax!

Andy77

Level 3

Same problem for me. It is H&R Block next year. Erroneous calculations and tax forms = lost business for TurboTax.

lakemurray

Level 2

I can confirm that H&R Block 2020 handles form 2210, Part IV correctly. Plus it is cheaper than TurboTax.

bhtn75

Level 3

Thomas, same problem here. Spent a lot of minutes yesterday on the phone with TT "tax expert" until the problem was understood. A job ticket was filed for the software engineers to resolve. Maybe, just maybe, an update to correct the problem will be forthcoming soon.

Thomas SAuthor

Level 4

I was on the phone with TurboTax on Friday, the 26th, for just under 2 hours according to my phone. First with the initial contact person and then with one of their CPA’s. They linked into my return so they could see the issue. The CPA got a systems person linked in also to see the problem. They asked me if I was willing to transmit a copy of my return to them so they could diagnose and correct the issue. TurboTax automatically strips your personal information off when you do this so I agreed. I too got a job ticket number. I have the number 760261 and an ID number [social security number removed] written down on a post-it next to my laptop. Not sure which one it is. I wanted confirmation that they understood the error and were going to correct the problem as my phone battery was getting low. They told me not to worry. We have your phone number and e-mail address. We definitely will get back to you regarding this problem. I know it has been only two business days (not counting Saturday & Sunday) but, so far, the response back from TurboTax has been zero, nothing, nada, nil.

Frankly, this is a horrendous error for a tax preparation software supplier to have. I mean all errors are bad. But this isn’t like “credit ABC failed to carry to line 11 of form XYZ” or “the tax rate is 10.25% and should be 10.50%”. Part IV doesn’t foot. The additions and subtractions do not equal the bottom number. It doesn’t get anymore basic than that. It’s tax preparation 101. You expect the tax form to foot. Especially a computer generated one from a tax software supplier.

When I overrode one line on Part IV with the correct number, all the other lines changed to the their correct numbers. But, understandably, TurboTax does not allow you to e-file with an override. As they explained to me while I was on the phone, if we allowed overrides, we couldn’t guarantee that the return added up properly. And yet I suspect many people, once they saw Form 2210 finally available, just pulled the trigger and e-filed without double checking that all the numbers tied out properly. Probably with Part IV not footing. And TurboTax allowed this without displaying any error message.

To me this is really a failure of the systems people. I know TurboTax will tell us that the IRS was late in releasing this form and that they have to make the necessary changes once it’s released and then send it back to the IRS for final approval. And I understand all of that. But that doesn’t mean you sit around on your duff while you’re waiting and do nothing. You kind of know how things are going to change. Probably column (b) is going to be “not applicable” this year. The systems people should have been populating the form with various numbers while they were waiting to make sure the form footed and that numbers would appear in the correct columns. In my mind there is simply no excuse for not doing that and ultimately releasing a form to all of us that does not foot.

bhtn75

Level 3

Thanks for your post. My experience with TT was similar to yours. I called TT support early Sunday morning. The agent linked into my PC and it took very little explanation for her to see the problem. She asked me to hold while she checked to see if this issue had been already reported. While holding her link to my PC closed and in seconds afterward the call was dropped. Since she had taken my phone number I thought she would call back. No luck. That was a 15 minute call wasted. I called back and asked to speak to the same agent but was told she was on another line. This TT agent said he was the supervisor and that he would be glad to help. So we did the link to my computer again and this time it took much longer for the agent to understand the problem, but he did finally get it. I was reluctant to allow a stripped version of my Form 2210 to reach TT but he explained that a copy of this would be downloaded so that I could verify that the names, SS number, etc., were not visible. So I agreed, and a good deal of the call was spent by him filling out the request the "engineers" need to investigate, validate, and fix the problem. He gave me a "token number",762826, and said within two or three days I would probably receive a call or email from the "engineers". Before terminating the computer link and the call, I mentioned that I had not received the stripped copy of my Form 2210 with the personal information deleted. He said that it would go directly to my TT folder. It didn't. Then we looked in the download folder. Nope, not there. Then he promised to email me a copy. Two days later, this hasn't happened and I've never had any further contact by email or phone. This second call lasted 1 hour 19 minutes. Hopefully something good will result from our trust and time spent trying get this problem corrected. But this is probably the last time I'll ever call TT support. Although, it was made easier in that the agents did speak American English and were easy to understand.

skm1

Level 2

I have been ready to file, waited on Form 2210, and now it's got errors and I have a penalty of $10, it should be zero. If I file anyway, will Turbotax refund me the purchase price of TT and state filing as stated in their guarantee? IRS has just extended filing date to May 17. I do not want TT to take an extra month to fix this!

CarissaM

Level 15

Please click here to sign up for an email once the error is resolved.

Turbo Tax would not refund you if you filed prior to this form being fixed. You should wait until the form is final before filing.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

skm1

Level 2

So you are not standing behind your guarantee? I run the error check with no issues. As others have said, many likely just filed without looking closely at the form once you released it. Are they entitled to your guarantee? It seems if form is wrong, you need to put a hold on filing until the form is fixed as you did before form was ready. Otherwise stand by your guarantee.

Here's what's listed in the program:

Your taxes done right, guaranteed

Maximum refund guarantee or your money back

If you get a larger refund or smaller tax due from another tax preparation method, we'll refund the applicable TurboTax federal and/or state purchase price paid. Federal Free Edition customers are entitled to payment of $14.99 and a refund of your state purchase price paid.

100% Accurate Calculations Guarantee

If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay you the penalty and interest.

Anyone know if HRBlock or other tax software can import previous year's Turbotax files?

I have been a loyal customer of Turbotax for many, many years, but this one is changing my opinion of value for money.

didaviscpa

Level 4

It is now March 27th. Although on Form 2110 with regard to column 26(a) now being correctly carried forward to 20(c), etc. there is still an error. In the "tax payment worksheet form" if you enter two 7/15 estimated tax payments to correspond with the 4/15 and 6/15 payments, form 2210 line 19(a) ignores the second 7/15 payment and thus the whole form 2210 is again incorrect showing underpayments, although again the penalty does show 0. You can work around this to get a correct form 2210 Part IV by entering both 7/15 payments on line 1 of the tax payments worksheet and entering 0 on the second 7/15 amount line. I still cannot believe how long this has taken. By the way the new software update (3/26) correctly lists the date of withdrawal as May 17th.

RRArtie

Level 3

I hit this error too. March 30 and the error is still not fixed. Pathetic!

Leaving out a quarterly payment calculated a $20 penalty. Combining both quarters in the first quarter fixed the problem as suggested by @didaviscpa . Here is the problem:

I am doing the TT programmers' work for them.

My return passed the numerous error checks and reviews when the total on line 33 Form SR didn't match the total on line 19 part IV form 2210.

Numerous people who are unaware will be filing erroneous form 2210s

Surprisingly the 2210 line 19, part IV when attached to a form 1041 (Estates & Trusts) works as it should.