Form 2210 underpayment penalty waiver documents: How do i efile form 2210 waiver?

[gregsir]

how do I e-file form 2210 penalty waiver documents?

[gregsir]

You did not answer the question on how to provide documentation (I retired in 2017 and over age 62) to the IRS when I e-file my return.  Please answer that question.  Thank you.

[KarenJ]

There is no documentation that you provide the IRS.  You simply check the box for reason for filing with waiver.  If the IRS wants any documentation they will send you a letter requesting this.

[KarenJ · Accepted solution]

Please see the response from my TurboTax colleague ChristieB:

You can request a waiver of underpayment of estimated tax by taking the following steps in TurboTax: 

1.) Federal

2.) Other Tax Situations

3.) Additional Tax Situations - Underpayment Penalties

This section will help you determine if you qualify for a waiver, and also update your Form 2210 with this information. 

Generally, exemptions from penalty will apply if:

• In 2017 or 2018, you retired after reaching age 62 or became disabled, and your underpayment was due to reasonable cause (and not willful neglect), or
• The underpayment was due to a casualty, disaster, or other unusual circumstance, and it would be inequitable to impose the penalty. For federally declared disaster areas, see Federally declared disaster, or
• The underpayment was due to an inability to accurately calculate your estimated income tax payment due to the breadth of changes enacted by tax reform.

[leahykatbill]

It is my understanding that NYS requires this income tax return to be filed electronically. The question is as follows:I am requesting a waiver re underpayment of taxes due to an unusual situation I was going to file a blank IT -2105.9 with name and identification completed plus a typed statement describing the reason for the waiver request. As a result, I was going to mail the IT-201  I f I mail the return, I will be hit with a penalty from NYS because I did not send electronically. Help What do I do?

[leahykatbill]

my question is not answered.

[leahykatbill]

where is the response