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Quarterly Estimated Taxes 2026: Deadlines & Penalties

June 4, 2026 • By Investor Sam

Quick Answer

2026 quarterly estimated tax deadlines: April 15, June 17, Sept 16, Jan 18 (next year). Pay 90% of 2026 tax or 100% of 2025 tax (safe harbor). Miss a payment? IRS charges penalty (~8% annually, compounded quarterly).

Who Must Pay Quarterly Estimated Taxes?

Employees with W-2 jobs: usually not needed (employer withholds).

Quarterly Due Dates 2026

Q Dates Due Date Late Penalty Starts
1 Jan-Mar April 15 April 16
2 Apr-Jun June 17 June 18
3 Jul-Sep Sept 16 Sept 17
4 Oct-Dec Jan 18, 2027 Jan 19, 2027

How to Calculate Quarterly Payment

  1. Estimate 2026 total tax liability
  2. Divide by 4 (unless uneven income—can adjust last quarter)
  3. Pay by due date

Safe Harbor: Pay 90% of 2026 estimated or 100% of 2025 actual tax. Either way = no penalty.

Underpayment Penalty Rate

IRS charges ~8% annually (compounded quarterly) on unpaid estimated taxes. 2026 rate: 8% per annum. Example: $5,000 underpayment for 1 quarter = ~$100 penalty.

Amended estimates allowed: increase payment if income drops mid-year.

IRS Form 1040-ES

Use Form 1040-ES worksheet to calculate. Or use IRS calculator at irs.gov. E-file or mail check with voucher.

Sources

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