Keep an eye on your inbox over the next couple of weeks. We're going to send you the best of what we've built over the last 10 years — curated to help you wherever you are on your financial journey. The more you engage, the better we can tailor what we send to exactly what you need.
New to Tax Strategies?
Read our Complete Tax Strategies Guide →This past year I was short over $1000 on taxes despite my educated withholding amount added in addition to standard withdrawels. What tools have been used where I can check up during the year and make sure I am on track to not owe too much nor get a large refund. Thanks!
27M INDIANA Max Roth and 401k
ryjoph89
1 year ago
If you are relatively familiar with doing a tax return- I use a fillable excel that is pre set with all the calculations and forms you need.
Myfutureself
1 year ago
https://www.irs.gov/individuals/tax-with...
If you are a w2 employee, it's a good idea to run a withholding calculator periodically to make sure you are withholding enough in taxes.
Sign up to reply, follow discussions, and connect with the ChooseFI community.
Choose FI has partnered with CardRatings for our coverage of credit card products. Choose FI and CardRatings may earn compensation from card issuers when a customer clicks on a link, when an application is approved, or when an account is opened. Opinions, reviews, analyses & recommendations are the author's alone, and have not been reviewed, endorsed or approved by any of these entities. American Express is a ChooseFI advertiser.
Get Brad's weekly FI strategies — free