Guide · 8 min read · 2026 deadlines

    The quarterly tax guide

    When they're due, how much to pay, how to pay them — and how to never owe a surprise April bill again.

    The 2026 deadlines

    PaymentCoversDue date
    Q1 2026Jan–Mar 2026April 15, 2026
    Q2 2026Apr–May 2026June 16, 2026
    Q3 2026Jun–Aug 2026Sept 15, 2026
    Q4 2026Sept–Dec 2026Jan 15, 2027
    The "quarters" aren't actually quarters. Q2 is only 2 months. Q4 is 4 months. Don't try to logic it — just memorize the four dates.

    How much do you owe?

    Two approved methods. Pick whichever is easier for your situation.

    1. 1

      Safe harbor (the easy one)

      Take last year's total tax bill. Divide by 4. Pay that amount each quarter. The IRS can't penalize you regardless of what you end up owing — as long as your AGI was under $150k (under $75k if married filing separately). Above $150k AGI? Pay 110% of last year's tax instead of 100%.

    2. 2

      Annualized income (the accurate one)

      Each quarter, calculate actual year-to-date income, annualize it, calculate tax on that, subtract what you've already paid. Better when income is lumpy or growing. Form 2210 walks you through it.

    How to pay (5 minutes, free)

    1. Go to directpay.irs.gov
    2. Pick "Estimated Tax" as reason, "1040ES" as form, current year as tax period
    3. Enter your SSN, name, address (must match last year's return)
    4. Enter bank routing + account number
    5. Confirm. Save the confirmation number. Done.

    For state quarterly tax, go to your state tax department's website (e.g., FTB for CA, DTF for NY). Same flow, separate payment.

    Always know your quarterly number

    SnapBooks shows your estimated tax obligation in real time as income and expenses come in. No more April surprises.

    Start free

    A quick calendar trick

    Add 4 recurring reminders to your phone — 5 days before each deadline (April 10, June 11, September 10, January 10). That's enough buffer to log into IRS Direct Pay and hit submit.

    Related

    Frequently asked questions

    Who has to pay quarterly estimated taxes?+

    Anyone who'll owe more than $1,000 in tax for the year and doesn't have enough withheld via W-2 paychecks. That includes freelancers, 1099 contractors, gig workers, S-corp owners, rental property owners, and people with big investment gains.

    When are quarterly taxes due?+

    April 15, June 15, September 15, and January 15 of the following year. Note: these are NOT evenly spaced — Q2 covers only 2 months (April–May) and Q4 covers 4 months. If a date falls on a weekend or holiday, the deadline shifts to the next business day.

    How do I calculate quarterly taxes?+

    Two methods: (1) Safe harbor — pay 100% of last year's total tax (110% if AGI was over $150k), split into 4 equal payments. Simple, IRS-bulletproof. (2) Annualized — calculate actual income each quarter and pay tax on that. Smarter if income is seasonal.

    What happens if I miss a quarterly payment?+

    The IRS charges an underpayment penalty — currently around 8% APR on the missed amount, calculated quarter by quarter. Pay the missing amount as soon as you realize, then resume the regular schedule. The penalty stops accruing once paid.

    Can I just pay it all in April instead?+

    You can, but you'll owe the underpayment penalty for each quarter you skipped. It's usually 1–3% of total tax for an average freelancer — not catastrophic, but pointless to pay when free options exist.

    How do I actually pay quarterly?+

    IRS Direct Pay (free, takes 5 minutes, pay from bank account), EFTPS (good for recurring/scheduled), or the IRS2Go app. State payments go through your state's tax website. Don't mail checks — too slow, no instant confirmation.

    What if my income drops mid-year?+

    Use the annualized method (Form 2210) — pay based on actual quarterly income, not a static estimate. Or just under-pay on the safe-harbor amount. Either way you settle up in April with no penalty as long as you paid 100% of last year's tax (110% if HHI > $150k).