Tag Archives: ES Payment

ES Tax Payment 3 for 2023 Due Next Week! Merger Helpers, Thanks for all the Help!! Newsletter Begins… Friday …

Posted on September 8, 2023 by | Leave a comment

It is that time again…. Unlike last time, this was a full 90 days…yay

Electronic Payment of ES Taxes

Here is the IRS tax website link, which is very easy to make electronic estimated taxes. Be sure to follow the instructions carefully as there are a lot of different options for making payments to taxes, and be sure to carefully enter your personal information so the IRS knows it’s you.

We recommend you do this electronically if at all possible….

If you really need to pay via paper…

Here are the IRS ES Payment instructions pdf – the following Coupon is included in the instructions.

Special Thanks – Merger Helpers You are the Best

Clients, Friends, family and even a spouse (Mrs. was tossed under the verbal identification bus — better her than you guys- nice dinner payback- haha, not kidding, and an apology)

THANK YOU SOOOOO MUCH…

As mentioned Wednesday the Merger went spectacular…but we are still learning the ropes and you guys are bringing us up the learning curve quickly!

Two Suns Merging for those asking!

Newsletter Begins

Knowing my editor is a regular reader…. the Newsletter begins in full form this weekend…We have articles that hit the cutting room floor from last quarter and some great continued thoughts as well from last Quarter… let the creative juices flow!

Have a Great Friday, Weekend and Talk Next Week!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

street-cents

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Posted in Clients/Clients Only, Investing/Financial Planning, Tax Related

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ES Tax Payment 2 for 2023 Due Next Week! Wow that was fast! … Cyber Reminder, The Summer Brings them out … Friday …

Posted on June 9, 2023 by | Leave a comment

Every year this is the ES Payment that can easily slip by….

The reason is obvious in hindsight, but never as we cross the due date threshold…

It was only 60 days ago that we made our last payment….. Ahhhhhh

Electronic Payment of ES Taxes

Here is the IRS tax website link, which is very easy to make electronic estimated taxes. Be sure to follow the instructions carefully as there are a lot of different options for making payments to taxes, and be sure to carefully enter your personal information so the IRS knows it’s you.

We recommend you do this electronically if at all possible…. the mail is still having issues!

If you really need to pay via paper…

Here are the IRS ES Payment instructions pdf – the following Coupon is included in the instructions.

Cyber Reminder

Something about “Idle Minds….” Well, summer is in full force and so are the Cyber issues….

BE CAREFUL – Coming in the Newsletter – almost all Cyber problems come from a bad click…

Don’t Accidentally Clock on a bad link … Just Don’t Do it!

Have a Great Friday, Weekend and Talk Next Week!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

street-cents

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Posted in Investing/Financial Planning, Tax Related

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ES Payment Reminder … Confirming another “NEW” RMD (Required Minimum Distribution) age of 73 … First Week in the Books … Was a busy but good one!

Posted on January 6, 2023 by | Leave a comment

Attention all ES IRS payment filers….January 17th is our due date this year for our Q4 2022 Estimated taxes!

With continued slow mail, we still like to direct everyone to the electronic filings of your state and the Federal payments system.

Tax Due Dates

Payment Due Dates


You can pay all of your estimated tax by April 18, 2022, or
in four equal amounts by the dates shown below.
1st payment . . . . . . . . . . . . . . . . . April 18, 2022
2nd payment . . . . . . . . . . . . . . . . June 15, 2022
3rd payment . . . . . . . . . . . . . . . . . Sept. 15, 2022
4th payment . . . . . . . . . . . . . . . . . Jan. 17, 2023*

  • You don’t have to make the payment due January 17,
    2023, if you file your 2022 tax return by January 31, 2023,
    and pay the entire balance due with your return.

Electronic Payment of ES Taxes

Here is the IRS tax website link, which is very easy to make electronic estimated taxes. Be sure to follow the instructions carefully as there are a lot of different options for making payments to taxes, and be sure to carefully enter your personal information so the IRS knows it’s you.

RMD Changed (again) this time to 73

As mentioned earlier, those turning 72 in the year of 2023, your new RMD age starting time is now 73! yay…. boy do they keep moving this target… at least farther out!

Hope you had a Great first week of the year… we were busy as expected, thanks for your patience on any delays!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

street-cents

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Posted in General Financial Planning, Investing/Financial Planning, Tax Related

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Oddly Timed ES Payment Due Date … Q3 ES Payment Due September 15 2022 ! Eight Days from Today!

Posted on September 7, 2022 by | Leave a comment

Not to worry…. we caught this ES payment due date well in advance… thanks to our Friendly IRS Reminder email early this am….

But as mentioned before the staggered due dates can be confusing….

Not to worry, we have PLENTY of time after this one…. but again, here is your reminder!

Tax Due Dates

Payment Due Dates
You can pay all of your estimated tax by April 18, 2022, or
in four equal amounts by the dates shown below.
1st payment . . . . . . . . . . . . . . . . . April 18, 2022
2nd payment . . . . . . . . . . . . . . . . June 15, 2022
3rd payment . . . . . . . . . . . . . . . . . Sept. 15, 2022
4th payment . . . . . . . . . . . . . . . . . Jan. 17, 2023*

  • You don’t have to make the payment due January 17,
    2023, if you file your 2022 tax return by January 31, 2023,
    and pay the entire balance due with your return.

Electronic Payment of ES Taxes

Here is the IRS tax website link, which is very easy to make electronic estimated taxes. Be sure to follow the instructions carefully as there are a lot of different options for making payments to taxes, and be sure to carefully enter your personal information so the IRS knows it’s you.

We recommend you do this electronically if at all possible…. the mail is still having issues!

Have a Great “Oddly timed ES Tax Reminder” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

street-cents

Leave a comment

Posted in Clients/Clients Only, Investing/Financial Planning, Tax Related

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Banks, Capital Markets, Government Offices Closed Today …

Posted on June 20, 2022 by | Leave a comment

Last week we spoke of the sneaky quick Q2 ES Tax Payment due to a shortened government calendar of only 60 days from our regular Tax Filing date in April….

Today is a the second annual observance of Juneteenth, which was actually yesterday June 19, 2022 but observed today…

Neat positive thing…. we have been crowing over higher interest rates in almost every metric… today our fixed income safe money will be working extra hard for us… holiday or not!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

street-cents

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Posted in Clients/Clients Only, Market Comments

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The Sneaky Short Calendar Time ES Payment Due Date … Q2 ES Payment Due Today!

Posted on June 15, 2022 by | Leave a comment

This Estimated Tax due date ALWAYS sneaks up on us… and it did again this year…

Why?

Note the short window from April to June – only 60 days…Yikes….

No matter, today is the day for Q 2 ES Tax Payments!

Tax Due Dates

Payment Due Dates
You can pay all of your estimated tax by April 18, 2022, or
in four equal amounts by the dates shown below.
1st payment . . . . . . . . . . . . . . . . . April 18, 2022
2nd payment . . . . . . . . . . . . . . . . June 15, 2022
3rd payment . . . . . . . . . . . . . . . . . Sept. 15, 2022
4th payment . . . . . . . . . . . . . . . . . Jan. 17, 2023*

  • You don’t have to make the payment due January 17,
    2023, if you file your 2022 tax return by January 31, 2023,
    and pay the entire balance due with your return.

Electronic Payment of ES Taxes

Here is the IRS tax website link, which is very easy to make electronic estimated taxes. Be sure to follow the instructions carefully as there are a lot of different options for making payments to taxes, and be sure to carefully enter your personal information so the IRS knows it’s you.

We recommend you do this electronically if at all possible…. the mail is still having issues!

Have a Great “Sneaky ES Tax Reminder” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

street-cents

Leave a comment

Posted in Clients/Clients Only, Investing/Financial Planning, Tax Related

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ES Payments for Q4 of 2021 Due On Tuesday January 18th Day AFTER Bank/Market Holiday

Posted on January 7, 2022 by | Leave a comment

Happy Friday …. We made it safely to the end of the first full week of the new year! yay

Early this week the following email from the IRS hit our inbox in timely form, so we wanted to share!

Issue Number:    IR-2022-03

Inside This Issue

IRS reminder to many: Make final 2021 quarterly tax payment by Jan. 18; avoid surprise tax bill, possible penalty
 

WASHINGTON − The IRS urges taxpayers to check into their options to avoid being subject to estimated tax penalties, which apply when someone underpays their taxes. Taxpayers who paid too little tax during 2021 can still avoid a surprise tax-time bill and possible penalty by making a quarterly estimated tax payment now, directly to the Internal Revenue Service. The deadline for making a payment for the fourth quarter of 2021 is Tuesday, Jan. 18, 2022.

The hotlink from the IRS email is hot and will take you to the IRS website for electronic payment, which we HIGHLY suggest you use.

Between snail mail slowness and the tremendous IRS back logs, sending a check in the mail may lead to a very delayed payment an even a loss of payment which the IRS would frown upon.

Have a Great “ES Friday Reminder” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

street-cents


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Posted in Investing/Financial Planning, Tax Related

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