Is it normal for Form 2210 not to be available yet for e-filing underpayment penalties?
I've got this annoying situation with a couple of my tax preparation clients right now and wondering if anyone else is dealing with this? Both clients owe underpayment penalties but qualify for penalty waivers according to my calculations. The problem is I can't seem to e-file their returns because Form 2210 isn't available in my software yet. My clients are getting anxious because their employers are pressuring them to complete their taxes ASAP and clear any holds on their accounts. One client might lose out on a bonus if they don't get this resolved soon. I've been doing returns for friends and family for about 5 years now, but this is my first time running into the Form 2210 issue. Is this normal for Form 2210 to not be ready yet while other forms are available? Should I just paper file these returns or wait for the form to become available for e-filing? If I paper file, will that cause other delays for my clients? Any advice from more experienced preparers would be much appreciated!
18 comments


Amara Adebayo
This is actually pretty normal for certain forms to become available later than others during filing season. Form 2210 (Underpayment of Estimated Tax) typically does get released a bit later than the core forms because the IRS prioritizes the most commonly used forms first. You have a few options here. You can wait until the form becomes available for e-filing, which might be within the next week or two. Alternatively, you could paper file now if your clients really need this resolved quickly. Just be aware that paper filing generally takes much longer for processing (sometimes 6-8 weeks compared to 3 weeks for e-filing). If your clients qualify for a waiver of the penalty, make sure you're properly documenting the reason for the waiver request on the form when it becomes available. The most common waivers are for casualty losses, disasters, or unusual circumstances that prevented normal estimated payments.
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Giovanni Rossi
•Do you think the hold on their accounts will be cleared faster with e-file vs paper? And what exactly does "hold on their accounts" mean in this context? I'm confused because I thought penalties were calculated and paid after filing, not before.
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Amara Adebayo
•E-filing is definitely processed faster than paper filing - generally 3 weeks versus potentially 2 months for paper. So if clearing the holds quickly is the priority, waiting for e-filing capability might actually be faster overall despite the initial delay. The "holds" likely refer to employer withholding or payroll adjustments that are pending until tax filing is complete. Some employers withhold additional amounts or adjust bonuses based on tax situations, especially for higher-income employees or those with multiple income sources.
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Fatima Al-Mansour
After struggling with similar form availability issues last year, I discovered taxr.ai (https://taxr.ai) and it's been a game changer for situations exactly like this. My clients were also facing penalities with potential waivers, and I couldn't get the right forms. What taxr.ai did was analyze all their tax documents, highlight the qualifying waiver conditions, and actually helped me prepare a paper filing package that was accepted without issues. The best part was it confirmed their eligibility for the penalty waiver with specific references to the tax code, which gave me confidence to proceed with the paper filing rather than waiting. It also explained exactly how to document everything correctly to avoid any processing delays.
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Dylan Evans
•How accurate is this service? I've got a similar situation with Form 8801 not being available yet. Would it help with that too? I'm always skeptical about tax tools claiming to know better than the IRS.
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Sofia Gomez
•Does it actually fill out the form for you or just tell you what should go on it? Because if Form 2210 isn't available in the software, I'm not sure how that helps unless you're manually completing the form.
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Fatima Al-Mansour
•It's extremely accurate - I've used it for two seasons now with no issues. It scans your documents and applies the current tax rules, so yes, it would recognize Form 8801 situations too. I was initially skeptical too, but their analysis references specific IRS publications and regulations. For your question about form completion, it doesn't fill the form out for you, but it gives you exact guidance on what values go where. It creates a detailed worksheet that matches the form structure so you can easily transfer the information. In many cases, I've used their guidance to properly complete paper forms when e-filing wasn't an option.
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Dylan Evans
I wanted to follow up after trying taxr.ai for my Form 8801 issue. This tool really surprised me! It not only confirmed my clients qualified for the alternative minimum tax credit carryforward, but gave me comprehensive documentation explaining exactly how to paper file correctly. The analysis was actually more thorough than what my regular software provides. What I found most helpful was that it flagged potential audit triggers and explained how to properly document everything to avoid them. Our paper filing went through with no issues, and my clients already received their refund. Definitely worth using when you're stuck with unavailable forms during tax season!
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StormChaser
If you're frustrated with form availability and need to contact the IRS directly, check out https://claimyr.com (see a demo at https://youtu.be/_kiP6q8DX5c). When I had this same Form 2210 issue last year, I spent days trying to reach someone at the IRS through the normal channels with no luck. Claimyr got me connected to an actual IRS agent in about 15 minutes, and they confirmed I could submit a statement with my e-filed return explaining that Form 2210 wasn't available, then follow up with the completed Form 2210 once it was released. The agent also put a note on my client's account about the situation. Saved me and my client so much stress and potential penalties!
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Dmitry Petrov
•How does that even work? The IRS phone line always tells me the wait is 2+ hours then disconnects me. Is this service just paying people to wait on hold for you or something?
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Ava Williams
•Yeah right, nobody gets through to the IRS this time of year. I've been practicing for 12 years and I think this is total BS. There's no magic solution to get through the phone tree.
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StormChaser
•It works by navigating the IRS phone system's specific patterns and optimal calling times. It's not just paying people to wait - they've figured out the exact sequences that get you to a human faster. The system calls you back once it gets an agent on the line. I was extremely skeptical too, especially after years of frustration with the IRS phone system. But it's not BS - it's a technology solution to a specific problem. The IRS has certain times and pathways that have much shorter waits, and this service has mapped them all out. The demo video shows exactly how it works if you're curious.
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Ava Williams
I have to admit I was completely wrong about Claimyr. After posting that skeptical comment, I decided to try it anyway because I was desperate to resolve a similar form issue for a client. It actually connected me to an IRS representative in about 22 minutes when I'd been trying unsuccessfully for days. The agent was able to confirm that we could submit a statement with the e-filed return explaining the Form 2210 situation, and provided me with specific language to use that would prevent processing delays. They also told me exactly when the form would be available (apparently March 16th for my software). I'm honestly shocked this worked and now feel bad for calling it BS. Sorry about that!
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Miguel Castro
I'm dealing with the same Form 2210 issue and my software provider told me it should be available by March 15th. They said the delay is because the IRS made last-minute changes to the form's calculations for the 2025 filing season. If your clients can wait until then, e-filing would still be faster than paper filing now. For the employer hold issue - I've had success writing a letter on my preparers letterhead explaining the situation to the employer. Most reasonable employers will accept documentation that you're waiting on IRS form availability rather than penalizing the employee.
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Zainab Ibrahim
•That's actually really helpful! Do you have a template for that letter you could share? I've got a similar situation with a client whose employer is being difficult about a bonus payout.
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Miguel Castro
•I don't have a specific template, but I include these key elements: client name, confirmation they've provided all necessary tax documents, explanation that we're waiting on IRS Form 2210 availability for e-filing, expected date of form availability, and confirmation that their return is otherwise complete and will be filed immediately once the form is available. I also include my PTIN and contact information so the employer can verify my credentials if needed. Most employers just want assurance that the employee isn't dragging their feet on filing.
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Connor O'Neill
Another option is to e-file now WITHOUT the Form 2210 and then file an amended return later with Form 2210 once it becomes available. This gets the main return processed right away, clearing any employer holds, and then you deal with the penalty waiver separately.
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LunarEclipse
•Is that actually allowed? I thought you had to include all required forms with the original filing.
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