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June 25, 2024
Question

Does TurboTax Premier handle IRS Form 2210 and Schedule AI?

  • June 25, 2024
  • 1 reply
  • 0 views

Which TurboTax package handles IRS Form 2210 and Schedule AI for uneven quarterly income due to Roth IRA conversions?

    1 reply

    rjs
    Employee
    June 25, 2024

    All versions of TurboTax have Form 2210, including Schedule AI.

     

    June 27, 2024

    Thanks! I appreciate your help!

    fanfare
    Employee
    June 28, 2024

    If you are avoiding withholding on your Roth conversion to maximize the amount deposited, then the estimated tax rules might result in some penalty.

     

    @tsauer1936