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Why Do Quarterly Taxes Matter?

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Why Quarterly Estimated Tax Payments Matter?

If any of the following applies to you, you may be required to make quarterly estimated tax payments.

  • Self-Employed Income: You work as a freelancer, contractor, or self-employed individual who receives income without taxes withheld.
  • Capital Gains and Investments: You’ve realized significant capital gains from stocks, real estate, or other investments.
  • Partnership Distribution: A substantial distribution from a partnership through a K1.
  • Lawsuit Settlement Payout: You received large payouts from lawsuit settlements.
  • Debt Cancellation Income: You received forgiveness on your previous debt such as a loan or credit card.
  • Retirement Account Rollover: You performed a rollover from a pre-taxed retirement account (such as a 401k) to an after-taxed retirement account (such as a Roth IRA).
  • Increased Income or Bonuses: You received significant bonuses or salary increases from your regular W-2 job.
  • Equity Events and Stock Options: You had major equity events such as IPOs, tender offers, or RSU vesting with double-trigger.
  • Inherited Retirement Account: You’ve received a distribution from an inherited retirement account without tax withholdings.
  • Stock Option Disposal: You sold Incentive Stock Options (ISO) or Non-Qualified Stock Options (NSO) that were held for a long period of time (usually more than a year).

Keep in mind that the IRS requires taxpayers to pay taxes as the income is being earned. Failure to do so may result in underpayment penalties plus interest charges, which can add up over time.

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We offer a variety of services such as quarterly tax computation, tax projection, scenario analysis, etc. If you need help with any of these, please let us know and we can take care of them for you.

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