Quarterly Tax Planner — Full Year View
Plan all 4 estimated tax quarters at once. Per-quarter income and expenses, YTD cumulative tax, safe harbor minimums, underpayment risk flags, and a recommended payment schedule.
Annual Settings
Q1 (Jan–Mar)
Due Apr 15, 2025
Q2 (Apr–May)
Due Jun 16, 2025
Q3 (Jun–Aug)
Due Sep 15, 2025
Q4 (Sep–Dec)
Due Jan 15, 2026
Quarterly Payment Schedule
| Quarter | Due Date | Net Income | YTD Tax | Recommended Payment | Balance Risk |
|---|---|---|---|---|---|
| Q1 (Jan–Mar) | Apr 15, 2025 | $22,000 | $4,892 | $6,345 | Risk |
| Q2 (Apr–May) | Jun 16, 2025 | $25,000 | $10,774 | $6,345 | Risk |
| Q3 (Jun–Aug) | Sep 15, 2025 | $26,500 | $18,057 | $9,028 | Risk |
| Q4 (Sep–Dec) | Jan 15, 2026 | $23,500 | $25,379 | $25,379 | Risk |
One or more quarters show payments below the safe harbor threshold. The IRS charges an underpayment penalty of approximately 8% APR on the shortfall (2024 rate). Increase payments to avoid it.
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