Quarterly Estimated Tax Calculator (2026) — 1040-ES

Self-employed or freelancing? Estimate your federal income + self-employment tax and the quarterly payment to send the IRS so you avoid penalties. ✓ 2026 figures

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Quarterly Estimated Tax

1040-ES • Self-employed

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Enter your income to find your quarterly payment

How the Estimated Tax Calculator Works

  1. Enter your expected self-employment net income for the year.
  2. Add any tax already withheld from a W-2 job.
  3. See your quarterly payment — total tax minus withholding, divided by four.

Quarterly Estimated Taxes for the Self-Employed

If you're a freelancer, contractor, gig worker or small-business owner, the IRS expects tax payments four times a year rather than once. This calculator estimates your self-employment tax (15.3% on 92.35% of net profit) plus federal income tax (2026 brackets after the standard deduction and half-SE deduction), subtracts any withholding, and splits the rest into four equal payments.

Pay by the deadlines — Apr 15, Jun 15, Sep 15, and Jan 15 — and aim for the safe harbor (90% of this year's tax, or 100% of last year's, 110% if high income) to dodge the underpayment penalty. This is a simplified estimate excluding state tax, credits and deductions beyond the standard deduction. Not tax advice.

Formula & Logic

The US tax system is pay-as-you-go, so income without withholding — self-employment, investments, rental profit — requires quarterly estimated payments. Underpayment triggers a penalty computed as interest on each quarter's shortfall, so paying everything in April does not avoid it. The safe harbour rules are the practical shield: pay 100% of last year's total tax (110% if prior-year AGI exceeded $150,000) and you owe no penalty regardless of what this year turns out to be. That makes last year's return, not this year's forecast, the safest basis for setting the payments.

Quarterly payment = (Expected total tax − withholding) ÷ 4Safe harbour A: 90% of the current year's taxSafe harbour B: 100% of last year's tax (110% if prior AGI > $150,000)Due: 15 April, 15 June, 15 September, 15 January

where:

safe harbour
meet either test and no penalty applies, whatever you actually owe
withholding
treated as paid evenly through the year regardless of when it occurred
annualised method
for uneven income, allows payments to track actual quarterly earnings

Assumptions: Withholding is uniquely useful because it is deemed paid evenly across the year — increasing W-2 withholding late in the year can cure an earlier estimated-payment shortfall in a way an extra Q4 estimate cannot.

SourceIRS: estimated taxes

Step-by-Step Example: A Freelancer Setting Quarterly Payments

Compare a forecast-based payment with the safe harbour based on last year.

  • Expected total tax$28,000
  • Withholding from a part-time job$9,000
  • Last year's total tax$24,000
  • Last year's AGI$162,000
  1. Forecast method: $28,000 − $9,000 = $19,000 to pay, or $4,750 a quarter.
  2. Safe harbour: prior AGI exceeded $150,000, so the 110% test applies.
  3. Required: $24,000 × 110% = $26,400 of total payments for the year.
  4. Less withholding: $26,400 − $9,000 = $17,400, or $4,350 a quarter.
  5. The safe harbour is $400 a quarter cheaper and carries no penalty risk.
  6. If income turns out higher than expected, the balance is simply due in April with no penalty.

Result$4,350 a quarter under the safe harbour — $400 less than forecasting

The safe harbour is nearly always the better choice for variable income, because it fixes the required amount using a number you already know. Forecasting risks both overpaying (lending money to the IRS interest-free) and underpaying (a penalty), while the safe harbour risks neither.

Estimated Tax FAQ

Generally anyone expecting to owe $1,000+ in tax with little or no withholding — freelancers, contractors, gig workers, landlords and investors with large gains.
April 15, June 15, and September 15 of 2026, then January 15, 2027 for the fourth quarter.
Pay at least 90% of the current year's tax or 100% of last year's (110% if your prior-year AGI was over $150,000), spread across the four deadlines.

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✔ Written & reviewed by Dr Sam — 20+ yrs in management & research leadership📅 Last updated August 2026📚 Sources: IRS.gov, U.S. Bureau of Labor Statistics📑 How we build & check these⚖ Educational estimates only — not financial, tax or legal advice