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Level 2

Question

Form 2210

Forum|Forum|7 years ago
February 11, 2019
6 replies
0 views

I am using Turbotax 2018 Premier, run from a purchased CD. After running the check on Federal taxes it says I need to fill out a 2210 form for a under payment penalty. It says Turbotax is waiting on an update. Is there an update coming or should I use the option to let IRS figure the penalty.

golpherjp

Level 2

I've got the same problem. Hopefully, TurboTax will come out with a fix soon.

NCperson

Level 15

WAIT for the form release!!!!!!!!

In mid- January , the IRS announced they were changing the "90% test" (line 5 of this form to 85%, so I suspect it's taking TT and others time to reprogram and test the software.

https://www.irs.gov/newsroom/irs-waives-penalty-for-many-whose-tax-withholding-and-estimated-tax-payments-fell-short-in-2018

so the penalty could be less or eliminated once the form is updated. It depends on the math that carries through the schedule

NCperson

Level 15

I experienced the same problem with the newly released form 2210. The form does not seem to accommodate the "safe harbor" provision that there is no penalty as long as you withheld or paid estimated taxes equal to or greater than what your 2017 taxes were or 110% of your 2017 taxes, depending on AGI. Have to see what the next update bring.

What version of TT are yo using?

It works correctly in Desktop deluxe

HEB1022

Level 2

Same issue as of Feb. 15. The form 2210 is incorrectly checking Part 2, Block A is checked, but should not be checked, but no way to manually correct. Deleting the 2210 does not correct the error.

slevis

Level 2

This error is still occurring in the TurboTax Premier web version. I cannot file my return because form 2210 box a is checked erroneously. When will this be resolved?

kungac

Level 2

Please post if overriding (uncheck) Form 2210 Part II Box A allows your return to be accepted by the IRS. It appears that the last TT update removed the Error that says Form 2210 Box A should be unchecked. However, Box A is still checked when you efile and it is causing the return to be rejected. TT please fix.

Strake

Level 3

I've got the same issue as all of you. Tried everything to delete the entire form, as well as un check the box. Can't do either.

Too bad, as I would like to file my taxes as I have a refund coming.

Also, noted that when I had done the Fed taxes about 2 weeks ago, and even ran the "Smart Check", everything was fine. I thought it smart to hold off and wait a few weeks incase I got any revised documents, which I haven't. Something in the past few weeks which updated, apparently has a bug in it. Hope TT can resolve this soon.

NCperson

Level 15

the forms were radically changed due to IRS announcement in mid-January and it should reduce the penalty for many

before you posted the moderator posted this:

[Edited: Link invalid] This has been reported. Please sign up here for updates on when this will be resolved. Thank you!

guthrie2003

Level 2

How many of you make estimated payments?

Comparing to my form from last year, it seems TT isn't carrying Tax payments line 8 over to 2210 part III line 12.

Hopefully, they will fix this soon.

ChrisS

Level 2

I am an estimated payment user. I assume most retirees do estimated payments especially if the are over 71 ½ and are required to take RMD if they have IRA's.

Strake

Level 3

I'm also an estimated tax payer. I paid quarterly estimates that are MORE than required and have a refund coming. However, due to this form error, I don't want to file and screw something up. I'll just have to wait and hope it gets corrected quickly.

lewisbaum

Level 2

It is a bug, but I called Intuit support and was able to get the issued resolved and my 3rd E-file attempt was successful.
The rep explained that while many may be having similar issues - the fix is different based on the individual.
In my case - when we reviewed (via Step by Step) under PERSONAL > OTHER TAX SITUATIONS > ADDITIONAL TAX PAYMENTS > UNDERPAYMENT PENTALTIES...the tax due brought in from the 2017 listed an amount, but since we paid a penalty in 2017, the 2017 liability should have shown as zero. Once we changed that - the need for Form 2210 was removed.

DR1

Level 2

Do you notice that you can't actually talk to someone at TurboTax, or send them and email? I experienced a similar bug. I’m using TurboTax Deluxe on a Windows 10 desktop. After entering my data, I found that my withholding amounts were about $5,000 shy of my tax obligation. However, because of the estimated tax payments I made I had really paid in about $700 more than I owed. None the less, TurboTax automatically filled out Form 2210, Underpayment of Estimated Tax, and also checked Box A requesting an 85% exception waiver. I tried to uncheck that box but it would not let me do that. I went ahead and submitted my tax filing and it was rejected by IRS with the following error: ”F2210-003 - If Form 2210, Part II, Line A checkbox 'WaiverOfEntirePenaltyInd' is checked, then [WaiverExplanationStatement] must be attached to Form 2210.” So, my next step was to fill out the Waiver Explanation Statement, which I did, then resubmited the tax return. That too was rejected by IRS with the same error message as before. My next step was to see if others had the same issue. They did, and one person suggested right clicking on Box A and selecting “override.” This allows unchecking the box. Then he suggested doing the same with the box saying “Yes. You qualify for the 85% relief Waiver”. I did, and then I deleted the “X” in that box as well. Form 2210 then disappeared with the forms being submitted, and on my third attempt IRS accepted my tax return. TurboTax needs to fix this glitch. It was frustrating and difficult to try to find out why my return was being rejected, all because TurboTax was automatically submitting Form 2210, which I did not need to submit. Perhaps next year I’ll return to H&R Block software!

NCperson

Level 15

first, just because you have a refund due and you made estimated taxes during the year doesn't mean there isn't a penalty due. The Form 2210 looks at the TIMING of when you made those estimated payments to determine the tax. Look closely at the form

2nd, the IRS changed the form in mid-January creating a 'cluster' for TT to re-program. Agreed a poor customer experience. No excuses. however it appears TT is doing what the IRS ordered, so I wouldn't be so fast to shoot the messenger......

Please review the Turbo Tax post from a week ago (further back in this same thread) by the Moderator..................

[Edited: Link invalid]