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2026 Self-Employed Quarterly Tax Planner

The four federal due dates, the safe harbor rule in plain words, and a place to write down your own numbers. Print it, or keep it on your phone.

FigureNerd editorial · Last reviewed: · Methodology

Your 2026 due dates

PaymentCovers earnings fromDue date
1st paymentJan 1 – Mar 31, 2026April 15, 2026
2nd paymentApr 1 – May 31, 2026June 15, 2026
3rd paymentJun 1 – Aug 31, 2026September 15, 2026
4th paymentSep 1 – Dec 31, 2026January 15, 2027

Source: IRS, "Estimated tax," irs.gov/faqs/estimated-tax (opened 2026-09-25; page last reviewed 2026-09-25). A due date that falls on a weekend or legal holiday moves to the next business day. You can skip the January 15, 2027 payment if you file your full 2026 return and pay what's owed by February 1, 2027.

The safe harbor rule, in plain words

You're generally safe from the underpayment penalty if you pay, over the year:

  • 90% of what you'll owe for 2026, once the return is filed, or
  • 100% of what you owed for 2025 (110% if your 2025 adjusted gross income was over $150,000), whichever of the two is the smaller amount.

Most people also clear the penalty automatically if they owe less than $1,000 after subtracting withholding and credits. This is designed as a guide, not tax advice for your specific return; a qualified preparer can tell you which safe harbor number fits your situation.

Source: IRS, "Estimated tax – Individuals," irs.gov/faqs/estimated-tax/individuals/individuals (opened 2026-09-25; page last reviewed 2026-09-23).

Write in your own numbers

PaymentAmount I'm setting asidePaid on
1st – Apr 15$______________ / ____
2nd – Jun 15$______________ / ____
3rd – Sep 15$______________ / ____
4th – Jan 15$______________ / ____
Total for the year$__________

Not sure where to start on the amount? Our Self-Employed Tax Worksheet walks the Schedule SE math line by line and gives you a number to write in above. Our Quarterly Tax Calculator turns that number into a per-payment amount.

Before each due date

This planner is designed to help you track federal due dates and set money aside; it is not personalized tax advice. State estimated tax rules and due dates can differ from the federal schedule above. Figures reflect IRS guidance as opened on the dates cited; always confirm against irs.gov before filing.

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