Form 2210 Part II Box D Unable to Select Box

[Bobair]

When will I be able to select Box D in Part II of this form?  I can select Box C and fill out Form 2210AI but that option leaves me with a penalty to pay.  By selecting Box D and supplying Part II, Line D - Tax Withheld Smart Worksheet, i can ONLY enter amounts in Supporting Details window by selecting the "+" for each of the 4 lines.  I cannot enter any amount directly into the Tax Withheld Smart Worksheet directly ONLY under Supporting Details.  I can avoid the penalty using Part II, Line D.  Your Intuit App Tax Form Availability indicates that it is Ready for print and Ready for E-file.

US

Form 2210

Underpayment of Estimated Tax

Yes

Yes

I was able to use this form effectively and check box D in TT Home & Business 2024.

[sidewinder_192]

I have this same problems and would be interested in a solution suggestion

[sidewinder_192 · Accepted solution]

After easter egging around a bit ... I did find a path to address my issue. Specifically I could NOT check BOX-D on the 2210 form either. I resolved my issue by going to the STEP-BY-STEP mode and selecting "other tax situations" and secondarily selecting "update" next to the "underpayment penalities" row. This took me into the query sequence to properly fill out the form. After I answered queries and entered my BOX-D tax w/h by quarter the form 2210 was automagically updated. Hope this works for others.

[Bobair]

sidewinder_192

You must have uncovered the golden egg! Of course. Why didn't I simply just go through the step-by-step?!?! Mostly because certain features are still being resolved by TT developers as certain information is not allowed to be entered in the early versions of the product. Certain data is forward and/or backward transferable between the step-by-step and corresponding form itself. I get that. So I hacked around in the form itself. If there's a harder way I'll find it.

SO YES. OTHER TAX SITUATIONS -> Additional Tax Payments - Underpayment penalties (Update) -> Underpayment penalties (Yes button) -> Farmers and fishers (No button) -> We file MFJ -> 2024 tax liability (verify amount in box) -> 2024 Adjusted gross income (verify amount in box) -> Annualized income method (NO button. Selecting YES would take you to 2210 Box C, AI form which I did and turned up the penalty) -> Actual withholding (Yes button) -> Tax withholding by quarters (fill in the amounts) -> Date of payment (4/15/2026 or before) -> Bada bing bada boom.

Underpayment Penalty
You DON'T owe an underpayment penalty. However, Form 2210 Underpayment of Estimated Tax must be filed with your tax return.

Yes automagically.

Thank you for getting me back on the path.  When I submitted the problem, the 2024 TT version would let me enter directly into the 2210 form itself.  Moving on ...

[MikeJW]

This is not working for me.

After "Annualized income method" (No) I just get "Date of payment" then "Penalty Waivers" and "Let the IRS bill me later"

I never see the "Actual Withholding" page at all.

I need to submit my taxes today, so this is urgent.

[Bobair]

Hi MikeJW.

On the surface this seems odd. I went back and checked all my steps in my previous post and found them to be in order.

However, I was able to recreate the issue you describe. Just for the record - I am not a tax expert or accountant. But having faced a penalty situation I took some time to read and educate myself on Form 2210. I was humbly reminded that paying Federal Income Tax is "PAY AS YOU GO".

Here was our tax situation.

• We missed paying at least 100% of our 2024 tax liability in 2025 by a few hundred bucks thus getting us into this mess.
• Had income (1099-R mostly) with taxes WITHHELD throughout the year and DID NOT pay any ESTIMATED taxes until the end of the year (December). I emphasize WITHHELD vs. ESTIMATED since Form 2210 clearly does (i.e. Form 2210 Line 6 Withholding taxes). Tax is tax right? Not at the Federal level it seems.
• Working through Form 2210, Box C and form AI clearly calculated a penalty.
• Selecting the steps above in my previous post allowed Box D to be used since we did have taxes withheld throughout the year and reported in 1099-R.

Here is the way I was able to recreate your issue. There could be other ways as well. Did you have Federal taxes withheld throughout the year? At this point forget about any estimated taxes you may have paid. Go to the forms view and pull up Form 2210 and look at line 6. Is it 0? I found that if I removed or zeroed out all 1099-R Federal withholding (and any other Federal withholding), that I got exactly to the point you are asking about. And YES we did pay estimated taxes at the end of the year. To be able to use Actual Withholding probably (most likely?) depends on if you had any withholdings throughout the year. Estimates are handled differently than withholdings for the 2210. Tax is tax right? The Feds treat them differently for the purpose of this calculation. For our State taxes (Ohio) they don't care when and how you pay them as long as you pay them.

Hope this helps.

[Bobair]

To add to the previous post:

I experimented with a hypothetical tax return varying the WITHHOLDING amounts to confirm entry into the Actual Withholding thread.  This hypothetical return did have reported ESTIMATED tax payments included.

In summary:

If your total reported withholding (from W2, 1099-R, etc.) < $0.50* - yes 50 cents - then you WILL NOT be presented the TurboTax Actual Withholding input display.

If your total reported withholding (from W2, 1099-R, etc.) ≥ $0.50* - yes 50 cents - then you WILL be presented the TurboTax Actual Withholding input display.

* - The $0.50 amount is consistent with the IRS rounding rules.