turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

How to delete Underpayment penalty Form 2210 for Fed and Calif form 5805

I clicked on Underpayment penalty as part of the interview process in TT for the Feds.
I didn't owe any, but now that form is going to print out for my Fed forms.

And because I clicked on the Fed question, the California form 5805 (Underpayment penalty) comes up.
How can I delete both those forms before I file my taxes? Thanks.

P.S. I learned the trick that if I had uneven income for the year, I just kept clicking past it.
Then there's a question at the end of that section that says If you want to waive the penalty because you are retired, you don't need to fill out all those previous forms. 

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
AmyC
Expert Alumni

How to delete Underpayment penalty Form 2210 for Fed and Calif form 5805

! If you retired after age 62 or became disabled in the tax year (and had reasonable cause for the underpayment), you can indeed request a waiver.  Deleting the forms using:

Online: see How do I view and delete forms in TTO?

Desktop: If you are working in the cd/download TurboTax program:

  1. On the top right, there is a FORMS button. 
  2. Click on FORMS.
  3. Locate the form you want to delete.
  4. Click on the form name.
  5. Below the form, bottom left, select DELETE FORM button. 

California's Form 5805 is notoriously "sticky." If it reappears after you delete it, it’s usually because a box is still checked in the interview.

  1. Go to the State Taxes tab.
  2. Navigate to the Underpayment Penalty section for California.
  3. Make sure you select the option that says "I want the Franchise Tax Board to calculate my penalty and send me a bill" (if applicable). By choosing this, TurboTax stops trying to generate the form itself, and since you don't owe anything, the FTB simply won't send a bill.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

2 Replies
AmyC
Expert Alumni

How to delete Underpayment penalty Form 2210 for Fed and Calif form 5805

! If you retired after age 62 or became disabled in the tax year (and had reasonable cause for the underpayment), you can indeed request a waiver.  Deleting the forms using:

Online: see How do I view and delete forms in TTO?

Desktop: If you are working in the cd/download TurboTax program:

  1. On the top right, there is a FORMS button. 
  2. Click on FORMS.
  3. Locate the form you want to delete.
  4. Click on the form name.
  5. Below the form, bottom left, select DELETE FORM button. 

California's Form 5805 is notoriously "sticky." If it reappears after you delete it, it’s usually because a box is still checked in the interview.

  1. Go to the State Taxes tab.
  2. Navigate to the Underpayment Penalty section for California.
  3. Make sure you select the option that says "I want the Franchise Tax Board to calculate my penalty and send me a bill" (if applicable). By choosing this, TurboTax stops trying to generate the form itself, and since you don't owe anything, the FTB simply won't send a bill.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

How to delete Underpayment penalty Form 2210 for Fed and Calif form 5805

I was able to go to the form in the Fed section and delete the Underpayment penalty.
But when I went to the California State and said I wanted the govt to calculate my penalty, it still said it would include the penalty on my amount owed. (It was $20.00). I ended up clicking through all the buttons, and it finally said, If you are 62 or older and retired, you can waive the penalty. I wrote I was retired and wanted to waive the $20 penalty. So I got it to reduce my "penalty" and just pay the amount I owed without it.
Thanks for your advice!

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question