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page 42 Which of the following taxpayers would not be subject to the penalty for

ID: 2576128 • Letter: P

Question

page 42

Which of the following taxpayers would not be subject to the penalty for underpayment of estimated tax in 2017?

a. A taxpayer who does not have the cash to make the payments.

b. A taxpayer whose estimated payments are 115 percent her tax liability for the prior year.

c. A taxpayer whose tax preparer forgot to fill out the appropriate forms and send them to the taxpayer.

d. A taxpayer whose estimated payments this year are equal to 70 percent of the current tax liability.

e. The taxpayer would be subject to an underpayment penalty in all of the above situations.

Explanation / Answer

Option b " A taxpayer whose estimated payments are 115 percent her tax liability for the prior year" is correct as per publication 505 of IRS following are exeptions from peanlty in case of underpayment of estimated tax Exceptions Generally, you do not have to pay an underpayment penalty if either: Your total tax is less than $1,000, or You had no tax liability last year