Tax Calculator

Quarterly Estimated Tax Planner

Compare the general safe-harbor target with your expected filing balance, using actual 1040-ES due dates and your dated payments.

Tax year2026

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Before you start: this planner needs your already-estimated full-year federal tax — including self-employment tax and other applicable federal taxes, minus credits — as figured on the Form 1040-ES worksheet. It does not calculate tax from your revenue, income, or expenses.

Tax year

As-of date

Enter the as-of date.

Filing status

I'm a farmer or fisher, a nonresident alien, or have another special estimated-tax situation (not supported).

Expected full-year 2026 federal tax

Total tax after credits per the 1040-ES worksheet, including SE tax. Subtract refundable credits only once — here, not again below.

Expected full-year withholding

All federal income tax withholding for the year. Leave blank if none.

Prior-year overpayment applied to 2026

Refund you chose to apply to this year. Counted as paid on the first due date — don't also list it as a payment below.

Estimated payments already made (2026)

Only payments made on or before the as-of date, dated 2026-01-01 to 2027-01-15. Leave rows blank if unused.

Payment 1 date

Payment 1 amount

Payment 2 date

Payment 2 amount

Payment 3 date

Payment 3 amount

Payment 4 date

Payment 4 amount

Prior year (2025)

Did the prior tax year cover all 12 months?

Did you file a prior-year return?

Prior-year tax (per 1040-ES / Pub 505)

Prior-year total tax as figured for the safe harbor — not your balance due or refund.

Prior-year AGI

Adjusted gross income from the prior-year return.

I was a U.S. citizen or resident for all of the prior year (needed for the zero-prior-tax exception).

Planning summary — tax year 2026

Enter a valid expected full-year tax and fix any highlighted fields to see your plan.

Results are preliminary educational estimates only and do not constitute tax advice. Actual outcomes depend on many factors including credits, deductions, other income, filing status, and current tax law.

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