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Frequently Asked Tax Questions

Estimated Tax - Large Gains, Lump-sum Distributions, etc.


Rev. date: 1/2009

If I anticipate a sizable capital gain on the sale of an investment during the year, do I need to make a quarterly estimated tax payment during the tax year?


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You must pay estimated tax for the current tax year if both of the following apply: 
*NOTE:  Certain taxpayers with higher adjusted gross income must substitute 110% for 100%.
If you are making estimated tax payments you can:
You may be able to annualize your income and:
NOTE:  Publication 505, Tax Withholding and Estimated Tax, has a Qualified Dividend and Capital Gains Worksheet to help estimate the additional tax liability.
previous pagePrevious Page: Estimated Tax > Individuals
next pageNext Page:  Estimated Tax > Penalty Questions
 Use previous pagenext page to find additional instances of index items.