Estimate quarterly taxes
estimate_quarterly_taxesUse to estimate federal quarterly tax payments from nonidentifying income, entity, withholding, and prior-year tax figures. Return the assumptions, safe-harbor context, and due dates.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| state | No | US state. Only California installment timing is modeled specifically; when omitted, no state is assumed and only federal figures are computed. | |
| entity | Yes | How the income is taxed. Sole proprietor / SMLLC / partnership pay self-employment tax; S-corp shareholders take wages (withheld) plus distributions. | |
| prior_year_agi_usd | No | Last year's adjusted gross income (AGI). If over $150,000 ($75,000 MFS), the prior-year safe harbor rises from 100% to 110%. | |
| ytd_net_income_usd | Yes | Your net self-employment / business income so far THIS year (year to date), before tax. | |
| ytd_withholding_usd | No | Federal tax already withheld this year (e.g. from a W-2 or S-corp salary). Counts toward the safe harbor. | |
| prior_year_total_tax_usd | No | Total federal tax on last year's return. Enables the prior-year safe harbor (often the easiest to hit). |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| relay | Yes | Instruction to the calling assistant: relay figures and dates verbatim (identical on every response). | |
| next_step | Yes | A single review link appropriate to this server surface. | |
| disclaimer | Yes | General-information disclaimer (identical on every response). | |
| source_url | Yes | Official IRS or FinCEN authority to review before relying on the result. | |
| server_version | No | Server release that produced this response (matches GET /version). |