Estimated Tax Calculator

Calculate your quarterly estimated tax payments for 2026. Enter all income sources and withholding to see your remaining tax liability, quarterly payment amounts, due dates, and whether you meet safe harbor requirements.

2026 Expected Income

$
$
Schedule C net profit
$
Interest, pensions, etc.
$
$
$
Can be negative for losses
$

Withholding & Prior Year

$
From all W-2 jobs, Box 2
$
2025 Form 1040, line 24
$
2025 Form 1040, line 11

Filing Information

Quarterly Estimated Payments

Total Annual Tax
$36,209
Federal
W-2 Withholding
$20,000
Remaining to Pay
$16,209
Quarterly Payment
$4,052
QuarterIncome PeriodDue DatePayment
Q1Jan 1 – Mar 31April 15, 2026$4,052
Q2Apr 1 – May 31June 16, 2026$4,052
Q3Jun 1 – Aug 31September 15, 2026$4,052
Q4Sep 1 – Dec 31January 15, 2027$4,052
Total$16,209

Tax Breakdown

Gross Income$150,000
Adjusted Gross Income$150,000
Deduction(standard)-$16,100
Taxable Income$133,900
Federal Income Tax$24,734
FICA (SS + Medicare)$11,475
Net Federal Tax$36,209
W-2 Withholding-$20,000
Remaining to Pay (Estimated)$16,209

How Estimated Tax Payments Work

If you have income that isn't subject to withholding — self-employment, investments, rental income, or retirement distributions — you generally must make quarterly estimated tax payments using Form 1040-ES. Failing to pay enough throughout the year can result in underpayment penalties.

2026 Due Dates

  • Q1: April 15, 2026
  • Q2: June 16, 2026
  • Q3: September 15, 2026
  • Q4: January 15, 2027

Safe Harbor Rules

You can avoid underpayment penalties by paying at least one of:

  • 100% of prior-year tax (110% if prior-year AGI exceeded $150,000, or $75,000 if MFS)
  • 90% of current-year tax

The safe harbor applies to total payments: estimated tax payments + W-2 withholding + any other credits. If your total payments meet either threshold, no penalty applies regardless of the remaining balance due.

When estimated payments aren't required:If you expect to owe less than $1,000 after subtracting withholding and credits, you generally don't need to make estimated payments.

State estimated taxes: Most states with an income tax also require quarterly estimated payments following similar rules, though thresholds and due dates may differ.