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Quarterly Tax Payment Calculator 2024

Calculate your quarterly estimated tax payments to avoid underpayment penalties. Essential for self-employed individuals, freelancers, and investors.

Calculate Your Quarterly Tax Payments

$

Enter your expected total income for the current tax year

$

Total tax liability from your prior year tax return (for safe harbor calculation)

$

Total expected tax withholding and refundable credits for the year

$

Net self-employment income (if applicable)

Why Make Quarterly Tax Payments?

The U.S. tax system operates on a pay-as-you-go basis. If you don't have taxes withheld from your income or don't have enough withheld, you may need to make quarterly estimated tax payments to avoid penalties. This is especially important for self-employed individuals, business owners, and investors.

Who Needs to Pay Quarterly?

  • Self-employed individuals
  • Business owners and partners
  • Investors with significant gains
  • Freelancers and contractors
  • Those with rental income

Benefits of Accurate Payments

  • Avoid underpayment penalties
  • Better cash flow management
  • Reduce tax season stress
  • Stay compliant with IRS requirements
  • Plan for tax obligations

2024 Quarterly Payment Due Dates

Q1 2024 April 15, 2024

For income earned January 1 - March 31, 2024

Q2 2024 June 17, 2024

For income earned April 1 - May 31, 2024

Q3 2024 September 16, 2024

For income earned June 1 - August 31, 2024

Q4 2024 January 15, 2025

For income earned September 1 - December 31, 2024

⚠️ Important Reminder

Payments are due by 11:59 PM ET on the due date. If the due date falls on a weekend or holiday, the payment is due the next business day.

Safe Harbor Rules

Avoid Penalties By Paying:

90% of Current Year Tax Safe Harbor

Pay at least 90% of the current year's tax liability

100% of Prior Year Tax Safe Harbor

Pay 100% of last year's tax (if AGI ≤ $150,000)

110% of Prior Year Tax High Income Safe Harbor

Pay 110% of last year's tax (if AGI > $150,000)

💡 Pro Tips

  • Use the safe harbor rule if your income varies significantly
  • Consider making larger payments early in the year
  • Keep records of all quarterly payments made
  • Set up automatic payments to avoid missing due dates

How Our Quarterly Tax Calculator Works

Our calculator estimates your quarterly payments using current tax rates and safe harbor rules to help you avoid penalties.

1

Enter Your Information

Provide expected income, prior year tax, and withholding details.

2

Calculate Tax Liability

We estimate your total tax using current rates and safe harbor rules.

3

Get Payment Schedule

Receive your quarterly payment amounts and due dates.

Frequently Asked Questions

Common questions about quarterly tax payments

Who needs to make quarterly tax payments?

You generally need to make quarterly payments if you expect to owe $1,000 or more in taxes when you file your return and your withholding and refundable credits are less than 90% of the current year's tax or 100% of last year's tax (110% if your prior year AGI exceeded $150,000).

What happens if I don't make quarterly payments?

If you don't make required quarterly payments, you may be subject to underpayment penalties. The penalty is calculated based on the amount you underpaid and how long the payment was overdue. The current underpayment penalty rate is updated quarterly by the IRS.

Can I adjust my quarterly payments during the year?

Yes, you can adjust your quarterly payments if your income changes during the year. You can use the annualized income installment method if your income is uneven throughout the year, which may allow for smaller payments in earlier quarters.

What's the safe harbor rule?

The safe harbor rule protects you from underpayment penalties if you pay either 90% of the current year's tax or 100% of last year's tax (110% if your prior year AGI exceeded $150,000). Meeting either threshold ensures you won't face penalties, even if you owe additional tax when filing.

How do I make quarterly tax payments?

You can make quarterly payments online through the IRS Direct Pay system, by phone, by mail with Form 1040ES, or through the Electronic Federal Tax Payment System (EFTPS). Online payments are typically processed faster and provide immediate confirmation.

What if I miss a quarterly payment deadline?

If you miss a quarterly payment deadline, make the payment as soon as possible to minimize penalties. You can't make up for a missed quarterly payment by paying more in the next quarter - each quarter is calculated separately for penalty purposes.

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