DuvallWheeler, LLP

 

2017 – 08/28

Estimated tax payment due Sept.15. Third quarter federal estimated tax payments are due soon, so now’s the time to review your tax situation and make needed adjustments if necessary. For example, taxpayers with substantial 2017 investment income may have to pay net investment income tax. Other factors that might affect the need to make or adjust estimated payments include job changes, plans to retire, IRA-to-Roth rollovers, the ability to itemize deductions and more. We can help you right-size your estimated payment and avoid potential penalties.