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Personal Finance (Not Investing) • Re: Quarterly Estimated Taxes for Taxable Account in Retirement

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is there an easier way?
If it won't cause you to overpay egregiously, and you can't use withholding, the simplest and thus perhaps best way is to use the "percent of prior year's tax" Safe harbor: pay 25% (or 27.5%) of the prior year's tax each estimated tax "quarter" (see Form 2210 for that definition of "quarter").

Will that work for you?

Statistics: Posted by FiveK — Sat Oct 12, 2024 12:33 am



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