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In order to complete Schedule AI in the TaxAct program, you first need to complete the Underpayment Penalty section of the Q&A, which transfers automatically to Part II of Form 2210 Underpayment of Estimated Tax by Individuals, Estates, and Trusts.  This will determine whether you need to attach Schedule AI.

To access the Underpayment Penalty section of the Q&A:

  1. From within your TaxAct return (Online or Desktop), click Federal (on smaller devices, click in the top left corner of your screen, then click Federal).
  2. Click the Underpayment Penalty dropdown, then click Yes.
  3. Continue with the interview process to enter your information.

If you meet the requirements to file Form 2210 - Schedule AI - Annualized Income Installment Method, the form should now be available for you in the TaxAct program.

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the webpage or document at the time it is accessed.

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