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Quarterly Estimated Tax

Quick definition

Four federal tax payments per year that self-employed workers make in lieu of W-2 paycheck withholding.

If you expect to owe more than $1,000 in federal tax for the year, the IRS expects you to pay quarterly. This applies to most self-employed workers who do not have a W-2 job withholding tax for them.

The four deadlines

  • Q1: April 15 (covers Jan–Mar income)
  • Q2: June 15 (covers Apr–May income)
  • Q3: September 15 (covers Jun–Aug income)
  • Q4: January 15 of the next year (covers Sep–Dec income)

How mileage factors in

When estimating quarterly payments, deduct your year-to-date business miles at the standard rate from your year-to-date income before calculating tax. A driver who has logged 8,000 miles by June 15 has a $5,800 deduction to apply to Q2 estimates. See the filing guide for the full math.

Penalty for missing payments

The IRS charges underpayment penalties (typically 6-8% annualized on the shortfall) if your quarterly payments come up short. Tracking miles in real time avoids over-paying estimates and keeps cash in your account.

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