When and Why to Pay Estimated Taxes and How to Plan Ahead скачать в хорошем качестве

When and Why to Pay Estimated Taxes and How to Plan Ahead

In this video, AJ and Devin break down estimated taxes and explain when quarterly payments may be required and when they may not be necessary. They discuss common situations that can trigger estimated taxes, including retirement income changes, capital gains, selling property, or inherited accounts. The conversation also covers alternative strategies such as adjusting tax withholding to help avoid quarterly payments and potential IRS penalties. If you have questions about estimated taxes or would like help reviewing your own situation, our team is always happy to help.