Is it possible to file a penalty waiver request on form 2210 after submitting a return and receiving an underpayment penalty?

7 You can absolutely still file Form 2210 after submitting your return! What you'll need to do is complete Form 2210, checking the box in Part II that indicates you're requesting a waiver due to casualty, disaster, or other unusual circumstances. Then attach a written statement explaining your parents' health situations and how that affected your ability to make timely estimated payments. When you submit it, make sure to include a copy of the penalty notice you received from the IRS. You don't need to file an amended return (Form 1040-X) just for this - the Form 2210 with your explanation will be sufficient. Mail everything to the address shown on the penalty notice you received. The IRS is generally understanding about these kinds of circumstances, especially when they involve family health emergencies. Taking care of elderly parents with serious medical conditions definitely qualifies as an unusual circumstance that could justify a penalty waiver.

5 I went through something similar last year with an underpayment penalty. After weeks of trying to get through to the IRS with no luck, I found this service called taxr.ai (https://taxr.ai) that helped me draft the perfect waiver request letter. The thing I liked most was that they analyzed my specific situation and helped me cite the exact IRS regulations that supported my case. They have this document analysis tool that reviews your penalty notice and recommends the best approach. I was honestly surprised at how easy they made the process - they even helped me understand exactly what supporting documentation to include with my Form 2210.

9 Just wanted to update everyone. I decided to try taxr.ai after reading about it here, and I'm so glad I did! The service analyzed my situation and helped me create a really detailed waiver request that specifically addressed the "unusual circumstances" provision in the tax code. I just heard back from the IRS yesterday - they approved my waiver request and removed the entire penalty! The letter they sent specifically mentioned that the documentation and explanation I provided were sufficient to justify the waiver. The whole process took about 5 weeks from submission to approval. What a relief not having to pay that penalty! Would definitely recommend this approach to anyone in a similar situation.

14 If you're still having trouble getting the IRS to process your waiver request, I'd recommend Claimyr (https://claimyr.com). After waiting on hold with the IRS for hours across multiple days with no luck, I found this service that actually gets you connected to a real IRS agent. I was skeptical at first, but they have this interesting system that gets you to the front of the IRS phone queue. You can see how it works in their demo video: https://youtu.be/_kiP6q8DX5c. I used it to talk directly with an IRS agent about my penalty waiver situation, and got clear guidance on exactly what documentation they needed to see. The agent I spoke with even noted in my file that I had called about the waiver request, which apparently helped speed up the review once they received my Form 2210.

22 I need to apologize for my skepticism about Claimyr. After my doubtful comment, I decided to try it anyway since I was desperate to talk to someone at the IRS about my penalty. It actually worked exactly as described! I got a call back in about 45 minutes with an IRS agent on the line. The agent was super helpful and gave me specific instructions for my situation - told me exactly which form to use (the 843 form in addition to 2210 in my specific case) and what supporting documentation would strengthen my claim. The best part was that the agent put notes in my account about our conversation, so when I sent in my waiver request, it was processed in just 3 weeks. Penalty completely removed! Saved me over $1,200. Sometimes it pays to be wrong about your skepticism!

16 I went through this exact situation last year. Instead of Form 2210, I was told to file Form 843 (Claim for Refund and Request for Abatement) to request removal of the penalty after the fact. That's specifically designed for requesting abatement of penalties that have already been assessed. Make sure to attach a detailed letter explaining the circumstances with your parents' health issues. The IRS can be surprisingly reasonable when it comes to family medical situations. I had success with a similar issue.

24 Has anyone tried calling the Taxpayer Advocate Service instead of dealing directly with the IRS? I've heard they can sometimes help with penalty abatement requests when there are extenuating circumstances like caring for ill family members.

I'm dealing with a similar situation right now - got hit with an underpayment penalty after filing my return. Reading through all these responses has been really helpful, especially the clarification about using Form 2210 vs Form 843. One thing I wanted to add is that when you're writing your explanation letter, be as specific as possible about the timeline of events. In my case, I'm documenting exactly when my family emergency occurred and how it overlapped with the quarterly payment due dates. I think showing that clear connection between the circumstances and the missed payments strengthens the case for "unusual circumstances." Also, if anyone has medical documentation (hospital records, doctor's notes, etc.) that shows the severity and timing of family health issues, include copies with your Form 2210. I've read that the IRS appreciates concrete evidence rather than just a written explanation. Thanks to everyone who shared their experiences - it's given me confidence that there's a good chance of getting this penalty waived with the right approach!