Do I need to pay estimated taxes? That depends on your situation. The rule is that you must pay your taxes as you go. If at filing time, you have not paid enough income taxes through withholding or quarterly estimated payments, you may have to pay a penalty for underpayment. To determine whether you need to make quarterly estimates, answer these questions: Do you expect to owe less than $1,000 in taxes for the tax year after subtracting your federal income tax withholding from the total amount of tax you expect to owe this year? If so, you're safe—you don't need to make estimated tax payments. Do you expect your federal income tax withholding (plus any estimated taxes paid on time) to amount to at least 90 percent of the total tax that you will owe for this tax year? If so, then you're in the clear, and you don't need to make estimated tax payments. Do you expect that your income tax withholding will be at least 100 percent of the total tax on your previous year's return? Or, if your adjusted gross income (Form 1040, line 8b) on your tax return was over $150,000 ($75,000 if you're married and file separately), do you expect that your income tax withholding will be at least 110 percent of the total tax you owed for the previous year? If so, then you're not required to make estimated tax payments.
这个方法比较省心
Penalty是要计算income的时间，因为tax 是要求及时交的。所以你的收入要是主要来自第一个季度，你要在第一个季度把税交够。
你的股票和bonus如果是公司发的，一般都是当作ordinary income预扣了税的
谢谢mm，上周末刚补完税，这周钱包君要再放一次血🥲
一样的，我刚报完的税交了penalty, 所以才搞清楚是这么回事。
Form 1099-B 上会有你股票买卖的信息。买进卖出的时间价格
股票交易都会上报irs, tax software也会计算。
也是去年股票赚钱了。没有每个quarter补交税啊
除以四
我的cpa是这么给我搞的，供参考
提前也不知道会卖股票或者卖房子有多少收益，没法预估的情况怎么办？是不是就只能有收益的那个quarter算一下把税交上去
我一般第一季度都交得很少，最后一个季度都教得最多，好像都没问题，至今也没罚款。