Put Estimated Tax Dates on the Calendar

Set up a quarterly estimated-tax review for non-withheld income. freelance, investment, or other income that may not have federal tax withheld Calendar title: Estimated tax review. Checklist: year-to-date income, supported expenses, withholding/payments to date, reserve balance, payment confirmation saved. After a freelance invoice is paid without withholding After a large stock sale or bonus with uncertain withholding Before each IRS estimated-tax payment date for the current tax year For [income source], I will review [income/expenses/withholding/reserve] on [date] and save [payment proof] in [folder]. When a calendar reminder for the estimated-tax review fires I will update the worksheet, decide whether to…

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