asked

I have received a large cash bonus and a significant capital gain this year, which will significantly increase my income and taxes for 2022. My withholding for 2022 is estimated to be $464k, which is more than double my total taxes of $203k in 2021. Given the general rule that estimated tax payments are due if withholding is less than 90% of the current year's tax or 100% (or 110% for AGI >$150k) of the previous year's tax, do I need to make an estimated tax payment by September 15, or can I rely on my withholding to cover my increased tax liability for 2022?

November 29th, 2024

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