IQ

Quarterly Estimated Tax Calculator

See your estimated quarterly tax payment and monthly set-aside target.

Selected state

California

State

California

Estimated quarterly payment

$5,059.14

Estimate per quarter

Quarterly estimate

$5,059.14

Monthly set-aside

$1,686.38

Effective tax rate

27.0%

Percent of net business income

Tax breakdown+
Gross self-employed income$90,000.00
Business expenses-$15,000.00
Net business income$75,000.00
SE Social Security portion$8,588.55
SE Medicare portion$2,008.61
Self-employment tax$10,597.16
Federal income tax$6,504.31
State income tax$3,135.08
Total estimated annual tax$20,236.56
How to use this estimate+
  • Enter projected yearly income and deductible business expenses.
  • Review annual and quarterly tax estimates for planning.
  • Set aside the monthly amount so quarterly deadlines are easier to manage.

Quarterly payments are a schedule, not four identical tax returns

Estimated tax is a way to prepay tax that is not covered by withholding. A simple annual estimate divided by four is a useful savings target when income is steady, but the IRS payment periods are not four equal three-month quarters. Uneven income may call for the annualized-income method instead.

The tool combines estimated self-employment, federal income, and state income tax, then shows both quarterly and monthly reserve amounts. Before paying, compare that projection with withholding from any W-2 job and with the prior-year safe-harbor thresholds that may reduce underpayment-penalty risk.

Worked example

$24,000 projected annual tax after withholding

  • Quarterly planning amount: $24,000 ÷ 4 = $6,000.
  • Monthly reserve target: $24,000 ÷ 12 = $2,000.
  • Payments are matched to the IRS due dates rather than the last day of each calendar quarter.

Reforecast after a large contract, slow quarter, or change in W-2 withholding instead of relying on the original estimate all year.

Before you rely on the result

  • Subtract expected withholding and refundable credits before calculating payments.
  • Check whether the prior-year safe harbor produces a lower required payment.
  • Use the annualized-income method when earnings are highly seasonal.
  • Confirm federal and state due dates separately.

IRS estimated taxes guidanceOfficial rules, due dates, payment methods, and links to Form 1040-ES.

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