Countdown to retirement

I have similar concerns, though I have done quarterlies. The thing is, your quarterlies for the next year are based on the previous (I think 2) years’ taxes. So you don’t need to worry at all that you didn’t pay quarterlies for 2023, that’s not in the cards if you’ve never had to before. In the past I’d just used Turbo and it simply tells you what your coming year’s quarterlies will be when you file the previous year’s taxes. I think you can just feel your way at this point without a super-CPA or something.

I may pay an enrolled agent anyway to file my taxes (using one from Turbo, they’ve been great) because of a mess up that cost me a ton of money in penalties for 2018 when I just used Turbo by itself because I had a really complex tax situation. I made a thread about it.

FWIW, I was told I had to pay quarterlies for 2023 and I’ve completely blown it off because my taxable income will be like 20% of what 2022’s income was, so I figured I’d just cross fingers. Wish me luck :slight_smile: