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Want the clean checklist and CPA questions?
Read the Estimated Tax Catch-Up guide and use it to prep the conversation with your CPA.
Read the guideDecision support
Decide before the deadline closes
The goal is to surface the gap early enough to act.
What catch-up means here
Estimated tax catch-up is a timing check to see if payments still match income. It is not a filing strategy.
Decision checklist
- Did income change in the last 90 days?
- Are bonuses or equity making withholding inaccurate?
- Do you know the next IRS estimated tax deadline?
- Are you relying on last year without checking safe harbors?
- Can you explain the gap in one sentence to your CPA?
Questions for your advisor
- Which safe harbor threshold applies to my filing status?
- How much would a catch-up payment reduce the gap?
- Should we adjust withholding or make a one-time payment?
