Whether you’re an experienced do-it-yourselfer or doing your own taxes for the first time, this is your place to learn and share. Here you’ll find information and resources for using H&R Block’s online and software DIY solutions. You’ll also find links to more information to assist you on your DIY journey.
03-08-2018 11:59 PM
The software wants to charge me a penalty, for understandable reasons. I did not pay estimated taxes evenly, but I did so on purpose, because I had a large capital gain in December, so I paid its tax due at Q4 estimated due date. Form 2210 allows you to choose Box C in Part II and calculate an annualized income. But I can't find how to do this in the software (using self-employed version online). When I print, it shows that the Schedule AI worksheet was done, except it was done with numbers it invented, having not offered me an opportunity to input correct data. How can I correct this?
03-12-2018 03:05 PM - edited 03-12-2018 03:06 PM
Since you mention Schedule AI worksheet that refers to "Form 2210-AI Annualized Income," according to the product specifications for both online and the desktop/downloadable H&R Block software, the Form 2210-AI Annualized Income is only available in the desktop/downloadable software. It is not available in any edition of the online tax program. Thus, explains the situation where Form 2210 box C is not checked off for the annualized income method in the online tax program.
To go about this, you can use Tax Pro Review in the online tax program to get an online tax professional to handle that part for you. As an alternative, you can use the desktop/downloadable software in handling the return. To access the H&R Block desktop/downloadable software, go to the following link: https://www.hrblock.com/tax-software/
Tax Research Specialist
03-13-2018 12:17 PM - edited 03-13-2018 12:21 PM
Well I saw no such information in repeated searches of Help, and found no such guidance before I spent hours wasting time trying to figure it out in the online program, or better yet, before I spent any time inputting data into the online version. I would have downloaded and done that if there had been any indication that that's what I needed to do, so I'm irritated about the waste of time. At least you've answered the question, although it's a poor design decision all around. If I download it now, will the software import everything I've already laboriously entered into the online software? And which desktop version(s) offer Schedule AI?
03-13-2018 12:41 PM
In regards to your questions, I don't have information on whether the desktop/downloadable software can import what's entered in the online tax program into the downloadable software. As far as which version of the desktop/downloadable software that has the Schedule AI for Form 2210, either version should have Schedule AI. It should be noted that the lower tier versions of the desktop/downloadable software may not have the features in the handling of Schedule AI.
To get more information on this, please contact Product Support. They can be reached by one of the following ways:
- For telephone support, call 1 (855) 897-8639
- For support via our online chat system, follow the steps in this link:
• If using the online product, be sure to select the Get Program Help option
• If using the downloadable software, be sure to select Chat Now under Need Program Help?
Tax Research Specialist