Tool · Investor Sam Biz

Quarterly Estimated Tax Calculator

June 30, 2026 • By the Investor Sam Editorial Team • Reviewed by Berly Sam Varghese, Editor
If you are self-employed or run a business, the IRS wants its cut four times a year, not once. Miss those quarterly estimated payments and you can owe an underpayment penalty on top of the tax. This calculator estimates your total annual tax, including self-employment tax, from your expected income and deductions, then divides it into four quarterly payments. It gives you a defensible number to set aside each quarter instead of facing a surprise in April.

Example: Expected annual business income: 90000 $ · Business deductions & adjustments: 15000 $ · Effective income tax rate: 15 %

Quarterly payment$5,462
Total estimated annual tax$21,847
Self-employment tax$10,597
Income tax$11,250

Worked example

Expect $90,000 of business income with $15,000 of deductions, leaving $75,000 taxable. Self-employment tax on 92.35% of that at 15.3% is about $10,597, and income tax at a 15% effective rate is $11,250, for a total near $21,847. Divided by four, each quarterly estimated payment is about $5,462. Setting that aside every quarter is how you avoid both a big April bill and an underpayment penalty.

Frequently asked questions

When are quarterly taxes due?

Federal estimated taxes are generally due in four installments, around mid-April, mid-June, mid-September, and mid-January of the following year. Mark the dates, since missing them triggers penalties even if you pay in full later.

How do I avoid an underpayment penalty?

Generally you must pay at least 90% of the current year's tax or 100% of last year's (110% for higher incomes) through withholding and estimates. Paying evenly across the quarters keeps you in the safe harbor.

What effective tax rate should I use?

Use a blended rate that reflects your federal bracket after deductions, and add state tax separately if it applies. This tool handles self-employment tax on its own, so the rate you enter is for income tax only.

Does this include state taxes?

No. It estimates federal income tax plus self-employment tax. If your state has an income tax, calculate and set aside that amount separately, as many states also require quarterly estimates.

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Sources

Berly Sam Varghese · Editor, Investor Sam

Berly Sam Varghese is an engineer who treats money the way he treats any hard problem — something to be engineered, not gambled on. He funded years of education and built real financial stability the patient way, by living below his means and investing rather than borrowing. He writes for the person building something and trying to keep the finances sane. He reviews and approves every article on Investor Sam and checks the figures against primary sources before anything is published. More about our standards.