2026 federal tax planning tool

Quarterly Estimated Tax Calculator

Estimate how much federal tax to reserve, how much may need to be paid through estimated tax, and the amount to have ready for each 2026 payment date.

Simple calculator

Estimate your federal tax reserve

Updates live
Simple planning estimate Projected profit × your selected reserve rate, less expected withholding and federal tax payments already made.
Advanced calculator

Plan against the 2026 federal safe harbor

2026 rules
2026 general safe-harbor rule

The required annual payment is generally the smaller of 90% of expected 2026 tax or 100% of 2025 tax. For higher-income taxpayers, the prior-year percentage generally becomes 110% when 2025 AGI exceeded $150,000, or $75,000 for married filing separately.

2026 payment schedule

Quarterly estimated tax installments

Calendar-year individual taxpayers
PaymentIncome period2026 due dateEqual targetPaidRemainingStatus
Planning comparison

Current-year estimate vs. safe harbor

Penalty-avoidance planning, not final tax liability
90% of expected 2026 tax $32,400

Tracks the current-year tax estimate. Useful when income is lower than the prior year or you have a reliable current-year forecast.

100% of 2025 tax $30,000

Uses prior-year total tax, subject to the higher-income 110% rule.

General required annual payment $30,000

The general rule uses the smaller of the current-year and applicable prior-year tests.

2026 federal reference: IRS Form 1040-ES and Publication 505 list the 2026 calendar-year estimated-tax due dates as April 15, 2026; June 15, 2026; September 15, 2026; and January 15, 2027. Special rules can apply, including uneven income, farming/fishing, fiscal-year taxpayers and other situations.
Reading the result

Your tax reserve and your safe-harbor payment are not always the same number.

Your expected final tax liability is a forecasting question. The estimated-tax safe harbor is a prepayment and penalty-planning question. A business owner may choose to reserve enough cash for the full expected tax bill while making estimated payments based on the lower general safe-harbor amount.

This tool is designed for planning, not return preparation. It does not calculate every deduction, credit, self-employment tax rule, additional Medicare tax, net investment income tax, alternative minimum tax or special estimated-tax exception.

Tax reserveCash you choose to set aside for the expected federal tax bill.
Safe harborA general IRS prepayment threshold used to help avoid estimated-tax underpayment penalties.
Quarterly scheduleThe installment dates and amount still needed under the selected planning assumptions.