Estimated Tax Payment Reminder

Estimated Tax Payment Reminder

This is a friendly reminder that your quarterly estimated tax payments are due by April 15 (for Jan 1 – Mar 31 payment period), June 15 (for Apr 1 – May 31 payment period), September 15 (for Jun 1 – Aug 31 payment period) and January 15 (for Sep 1 – Dec 31 payment period)**.

  • If you know you need to make an estimated quarterly tax payment, please refer to the 1040-ES form that was given to you with your last tax return. This form will have the minimum amount you should pay each quarter to avoid a penalty.
  • You can make the payment via IRS direct pay IRS Direct Payment using your bank account information.
    • Click “Make a Payment.”
    • Select your reason
    • Select your form type
    • Select your tax year

Payment for E-file Return: Make sure you select “Balance Due: Income Tax – Form 1040 – 20xx” to apply payment to the correct year.

Payment of Quarterly Estimated Taxes: Make sure you select “Estimated Tax – 1040ES – 20xx” to apply payment to the correct year.

Payment with Extension of Time to File: Make sure you select “Extension – 1040 – 20xx” to apply payment to the correct year.

YOU WILL BE REQUIRED TO VERIFY YOUR IDENTITY USING A PRIOR YEAR FILED TAX RETURN INFORMATION*** 

If you have any questions don’t hesitate to email your Primary Advisor or call us.

** If the due date for making an estimated tax payment falls on a Saturday, Sunday, or legal holiday, the payment will be on time if you make it on the next day that’s not a Saturday, Sunday, or legal holiday.