Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Concluding the Interview

Avoiding a Balance Due Next Year

Paying Taxes During the Year


There are several ways to pay taxes during the year to avoid having a balance due on next year's return. Here are suggestions you can offer taxpayers, depending on the situation. For taxpayers whose income is:

  • Mostly from wages or pensions, suggest they adjust their withholding
  • Primarily from self-employment or investments, suggest they consider making or increasing their estimated tax payments

For some taxpayers, a combination of increased withholding and estimated tax payments may work best.

Collage of Form W-4, Employee's Withholding Allowance Certificate, and Form 1040-ES, Estimated Tax.