<a rel="nofollow" target="_blank" href="
https://ttlc.intuit.com/questions/4621180">https://ttlc.intuit.com/questions/4621180</a> (Reported TurboTax "Update" or "Fix" information relating to circumstances relating to Form 2210, where "underpayment penalty" is not applicable; indicated, tentatively, for release on Friday, February 22, 2019; based on posters understanding.
In response to above question as to whether it would make sense to file without the Form 2210 attached: There appear to be conflicting information between TurboTax and IRS regarding this issue, on several levels, as follows:
(1) Per the Form 2210, per the Form 2210 For and Instructions, it appears, based on my understanding, to indicate that, under normal tax-year circumstances, if an "underpayment penalty" is not applicable, that Form 2210, ordinarily, is instructed to NOT be filed with the 1040 Return;
(2) However, due to Tax Reform regulations introduced in 2017 and affecting 2018: Form 2210 has some addition provisions, including an "85% Waiver/Exception"(and related "85% Exception Smart Worksheet" that is present on the TurboTax "Form 2210 Form" (however, disappears from the same form when printed); as well as including some additional Part II Check-Boxes;
(3) One of these check-boxes (and the root cause and source of many of the posts on this TurboTax website) in Part II, is the problematical "Box A"... That, when "checked", triggers the Form's provision "don't file Form 2210 unless one or more boxes in Part II (including "Box A") applies;
(4) STAGE 1: And the first resulting fundamental problems of "Part II, Box A", as it pertains to the present TurboTax program, is that this "Part II, Box A" is "pre-selected" by the TurboTax program and does not readily allow for the Box A to be "unchecked"--- and, thus, triggering the additional Form 2210 provision, indicating: "You...must file page 1 of Form 2210;
(5) Again, I'm cases (and in most previous tax years) where you are NOT subject, or owe, a, "Underpayment Penalty" you would NOT need to file a Form 2210--- However the "frozen" Part II, Box A" being pre-selected (and not subject to deletion) by TurboTax's present program, is what is causing the first-part of the problem, in that it is now requiring it to be "filed" (when, normally it would not have to be files);
(6) STAGE 2: (and a major part) of the problem that many TurboTax users are encountering, is that the Form 2210, itself is triggering a problem in being (or, more-accurately, in many cases, "not being able") to be e-filed---and, additionally, Turbo Tax indicating, in many cases, that the Tax Returns need to be "mailed";
(7) In my own case, where an "Underpayment Penalty" was not applicable: During the Turbo Tax "step-by-step" data entry dialogue, I encountered in the "Other Situations> Additional Tax Payments> UnderpaymentPenalties" step, a TurboTax statement, indicating: "You don't owe an underpayment penalty. However, Form 2210, Underpayment of Estimated Tax , must be filed with your tax return";
(8) Based on my own analysis: I decided that it would be "OK" to file the Form 2210 (even though it was not applicable to my particular tax situation whereby I was not subject to an "underpayment penalty") based on the theory that it was probably a better option for IRS to HAVE Form 2210 (and not need it), rather for for IRS to NOT HAVE Form 2210 (and need it for some reason); as well, as the instructions on the TurboTax data-entry website that clearly indicated that "Form 2210..must be filed with your tax return"; and
(8) STAGE 3: Relates to the fundamental challenge of getting a successful e-file of the Tax Return via TurboTax, which as many, including myself, TurboTax customers have reported on this website, may require as many as 3-5 unsuccessful attempts (before having their Returns "Accepted", and, some, not ever being able to get their Returns "Accepted").. and, only to be left with a defeating, frustrating, "Reject" notification.
Everyone's tax situation is different (and requiring different forms); and, TurboTax, based on poster's understanding, offers different platforms (including "On-Line", "CD", Download, etc.); as well as different versions (including" Deluxe, Premier, Free, Business) and for different operating systems (PC and Mac OS)--- And, based on the comments on the TurboTax website---There appear to be different procedures and capabilities relating to the entry of tax data and features--- which affect the capabilities, in differing ways, in interacting with the "Form 2210" issues and capabilities (NOTE: And, which my experience, and above comments, with these Form 2210 issues may not be applicable to other TurboTax users); and, I was (after two "rejects") was finally successful in getting my Tax Returns (and Form 2210) e-filed on TurboTax, based on the following parameters and procedures relating to the Form 2210:
PRODUCT: TurboTax Premier (for Mac OS)
FORMAT: CD
(a) I left the Form 2210 the way TurboTax prepared it, based on my 2017 and 2018 Tax data;
(b) Part I, Line 9 was pre-filled and "checked""Yes" (and I didn't change it, as it couldn't be "unchecked";
(b) Part II, Box 4 was pre-filled by TurboTax (and I didn't change it, as it couldn't be "unchecked");
(c) Part II, Box B was "unchecked";
(d) Part II, Box B-Line (at right-margin): The "Explain" box was "clicked", and the "85% Waiver" statement was completed, indicating: "If applicable, 85% Exception Waiver, requested due to Tax Reform and/or Other Reasons"; and
e) Box "C"(at top of 2210 Form, above Part I): "Checked"; ("Check to have the IRS figure the penalty and send a bill if penalty due");
(NOTES:
(1) My first two attempts to to e-file the Returns were "rejected-"-- And, it was only AFTER that I "checked" this ""Box C", that my return was successfully filed and "Accepted";
(2) Upon "printing" the Tax Return: The "first" page of Form 2210 printed (although the format of the "printed" page varied from TurboTax's data-entry version, including: the "85% Exception Smart Worksheet" (and data) were not present on the printed Form 2210. And, in addition, the "Waiver Statement" printed as the very-last page of the Return;
(3) I did not alter 2017 (or 2018, or any other) tax figures in an attempt to change, force, suppress, interfere or influence any aspects (and related/resulting accuracy and integrity) of the data generated by, and results of, the TurboTax system and/or program.
DISCLAIMER: I am not an accountant, expert, employee or representative on/of TurboTax or the IRS: And the above comments are based, strictly, on my (poster's) own opinions, understanding and experience with these particular TurboTax issue(s); and, are not intended to be applicable to the unique circumstances of any other TurboTax user; and are for "feedback purposes, only; and, the information, comments and results of, or experienced by, poster are NOT guaranteed and/or intended to be relied on, or be specific (or general( recommendations of IRS Tax or TurboTax advice.
