Leaderboard

Yes, you can treat the withholding as having been paid in four equal installments corresponding to the four "quarterly" periods. Note that you do have the option of treating withholding as being paid when actually withheld (see box D in part II of Form 2210). This can be beneficial, for instance, if the RMD was taken earlier in the year, and spreading it out would result in underwithholding for that period.

Boy, there are going to be 2 unhappy brothers somewhere down the road. No step up in basis. It's truly amazing what people will do with either bad advice or no advice.

Just remember that ATX usually has their own cutoff time which is earlier than the IRS

@Patrick Michael I searched your posts and found that you use Drake which does offer practice returns and the solutions. I logged in to its site and scrolled to the last item in the menu at left that is "Training". This has a clickable link to all the practice returns available for 2020 tax year including #12 that is for a 2-person domestic partnership. These come up as pdfs that you may download or print, and the solutions contain the correctly completed returns.