I have no penalty, but Turbotax filled out a form 2210, checked Box A and wrote in "85% waiver". I submitted the return, but it was rejected

[sunami16]

TT explanation that you can e-file with the waiver explanation is incorrect. I don't have a penalty but rather than override I tried the file form 2210 the waiver explanation filled out. I tried it on Saturday afternoon, got a rejection on Sunday. It came back saying I needed the waiver explanation even though I filled it out and shows up in the Forms view on TT software. I can see it but somehow IRS doesn't see it on their end... no real explanation from TT why this is happening.

[Brad]

Simple fix....go through the process within TT on the tax underpayment/2210 form and manually zero out your 2017 income...that will result in NO 2210 being required and your return accepted....To be clear...there is NO legal requirement for a tax filer to include a form 2210 in your return, hence the work around setting 2017 income to zero is not violating any law and you are not willfully filing a false return.   The purpose of the 2210 is to proactively request the IRS to compute any underpayment penalty for your to potentially include that penalty on your return.  Trust me, if the IRS determines you have under-withheld/under-estimated your taxes they will send you a bill for the interest penaly due...which BTW is not a tax, but a penalty.   

[mgsalp]

I'm not comfortable with this last fix, and have had the same problem as sunami16.  Although the waiver explanation shows up properly on the Form view version, it is not in the version I see in a Preview.  Further this version has a sentence that says this return has already been rejected.  I can't figure out how to get TT to use and submit the new version of the return with the waiver explanation in it.  I don't want to start over and am not excited about waiting until March 8.  Does anyone know how I can get TT to use the revised return with the waiver exemption?

[Brad]

As a last effort you might uninstall the win10 version and reinstall the software.  That seems to fix a multitude of problems.       

[mk179]

Just want to tell the Community how much your input helped!  Had the same issue of rejected return due to Form 2210 although there was zero penalty and a significant over payment.   After several hours of reading and attempting your  suggestions, changing last year's tax liability to zero caused Form 2210 to disappear.  Return was accepted quickly.  Thank you all for taking the time to discuss this glitch.

[shewmj]

I see now they are saying the fix will not be made until 3/8 terrible customer service by TT,  this is the biggest mess I have had in 25 years of using TT!  Hate to put false data in to trick program will wait and see what happens with update.  I did update 2/28 and box A is still checked.

[shewmj]

FYI I am running cd version of Home and Business and the pull down menu mentioned above will work for me.   Anyone else on a Mac had any luck getting the pull down menu for over ride to work?

[Taxtony]

Shewmj. I am running the same CD Version (Home & Business) on a Mac, too. So we appear to be in a similar situation. For the record, I am self employed and paid my full 2018 estimated tax obligation to the IRS/State by applying my 2017 refund when I filed my taxes last year. I did not pay any quarterly estimated taxes, as there was no need to. Sure enough, when I finished working on my 2018 taxes, TT showed I was entitled to a substantial refund. But like so many others, my return was rejected because TT incorrectly generated a 2210 with Box A checked, which thus required the '85% WAIVER' Explanation. Of course, I couldn't attach it. So I e-filed and the returns were quickly rejected. Consequently, I tried the various workarounds suggested by others here without success. Until yesterday. I haven't filed my taxes (and may still wait until the purported 3/8 fix to do so), but was finally able to eliminate the 2210 by doing the following: Click on Other Tax Situations on the TT Toolbar (it's below (State Taxes and Review); Click on Additional Tax Payments; Click on Underpayment Penalty; Click Yes beneath "Do you want to review..."; under Possible Penalty Exception on the next screen, click 'Yes to all Questions." On the following screen, it says "No Underpayment Penalty." Upon doing so, I returned to Forms and clicked on 2210. In my case, the 'X' on Box A disappeared as did the typed in "85% Waiver' in the space at the end of the wording on Box A.  From there, I created a PDF of the printout to be e-filed with the IRS. Form 2210 was no longer included (also for the record, I have never, ever had to file form 2210). This is what worked for me. Best of luck.

[mgsalp]

This didn't work for me as the "Possible Penalty Exception" didn't show up.  I did try zeroing out my 2017 tax liability "for the purpose of Form 2210", and that did work; however, I would rather not put it in this way, so I will wait for the TT update on 3/8.  At this point I'm mostly just curious as to whether TT/Intuit can actually solve this problem, as I have a very simple return and could easily file with paper, although I'd rather do it electronically.

[rayskwarek]

I zeroed out the "2017 tax liability for purpose of 2210" box, and that resulted in the TT prompts telling me that no underpayment penalty was due.  This seemed to work, because when I went to the Forms view, the Form 2210 was no longer there.  I then efiled my return.  Waiting to hear if it has been accepted.  I too was a little worried about filing this way, but I have no confidence in TT.  Their date for the software fix for this problem keeps moving out.  And I am certain that I have no underpayment penalty due.  I've paid far too much in additional payments throughout 2018 and am getting a sizable refund.  

[rayskwarek]

My federal e-filed return was accepted!  Many thanks to Taxtony, bskeer2009, and others for providing the fix that enabled e-file.  Turbo Tax's answer to file paper version was lame.

[BobbyO]

Interesting TT message popped-up today when I opened the program hoping for an update. It essentially asked why I haven't e-filed my tax return yet with money coming back...reminding me to file before the deadline. Message to TT: I can't e-file because the program is broken! Stop putting these comments out before an e-file fix is created for Form 2210!!

[46r]

For those who pay estimated taxes, b&py's last entry gets really close.  Not that I like it, but I understand ... The IRS will penalize you if you underpay throughout the year, expecting you to pay 25% of your total 4 times and on-time, to ensure timely cash flow into the federal coffers.  That is, you can't wait to the last quarter to pay all your taxes for the year unless that is when all your income occurs.  So, Parts III or IV are used to make sure you don't underpay through the course of the year, necessitating filing the form.  Tricking the program in this situation gets you to the same monetary outcome, assuming you didn't underpay through the year, but an audit would reveal that the correct forms were not completed.  

You'd like to think that if Part II Box A was checked in addition to either Boxes B, C, or D that the IRS software would ignore it, but apparently not.  It seems that between the TT and IRS software, the 85% Waiver annotation isn't recognized or the IRS software gets confused when more than one box is checked.  If the latter, b&py's fix would seem to be spot-on and based on the purpose stated above, seems the most appropriate fix anyway.  Based on the error message, it would appear the former and would occur whether someone paid estimated taxes or not.  But that's what the programmers should be figuring out ...

Now by 3/8 !!!  I am beyond disappointed with TT.  I signed up for the notifications for the fix.  While the initial 2/21 e-mail says the date is subject to change from 3/1, I would have expected the courtesy of an update from the company we all paid for this service, rather than have to search for updates from the users.  Thanks to those that provided the update!

[sunami16]

Has anyone actually able to print out the form 2210 85% waiver explanation statement with the entire return? I can only view it in the Forms View in the software itself, but when I go to view it in the Print option or save as PDF, it's not there and doesn't magically print out either. That would explain why the IRS keeps rejecting it. It's only showing up in the software.  I just hope TT actually fixes this issue. I regret leaving them such a good review since I had no idea this was going to happen and I"ve never had any issues in the past.

[olsengt]

After doing a little more digging into the official instructions for IRS Form 2210, I realized that TurboTax had actually been doing everything correctly (at least as of Feb 21), so the problem was that the IRS was rejecting the return when it shouldn't be.  Therefore, even though my return was unchanged by the more recent TurboTax update, I went ahead and refiled it today anyway, hoping that maybe the IRS has fixed things on their end.  This time my return was accepted -- in 19 minutes!  (YAY!!!)  So, with no questionable work-arounds, the IRS is now happy with my return.  That's a relief.