Ashlea Ebeling

speaker

2,002 appearances 38 recordings 1 series first heard Jul 2022 last heard Feb 2025

Ashlea Ebeling’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · IRS More Than Doubles Tax-Underpayment Penalty · 7 Dec 2023 podcast

It is. voice-verified

The IRS has really good explanations of how to pay in quarterly estimated tax payments, too. voice-verified

You have to make sure your withholding or your estimated payments are up to a certain level. voice-verified

And for most people, the rule is they must pay a 90 percent of their taxes through withholding during the calendar year to be called like a safe harbor. voice-verified

Or they can pay the estimated payments. voice-verified

Those are due quarterly. voice-verified

And the payment for the fourth quarter of 2023 is coming due January 16th, 2024. voice-verified

There's an IRS tax withholding estimator, and I actually did it myself last weekend to make sure I was on track. voice-verified

You need to plug in information from your last year's tax return, pay stubs, and other income if you have side gigs, investments, or retirement account payouts, for example. voice-verified

There's very limited circumstances when they'll waive the estimated tax penalties. voice-verified

I mean, it could be if you're in like a federally declared disaster zone and are facing a disaster. voice-verified

Or there's this one limited exception for taxpayers who recently retired after age 62. voice-verified

And that's really important because often recent retirees, their tax picture just changes so much. voice-verified

They need to then learn to be on top of this. voice-verified

So I did talk to one marketing executive, and the first time he went to a CPA to do his taxes— voice-verified

It was a year he had a lot of consulting income and he didn't know about estimated payments. voice-verified

So he did have an underpayment penalty in the thousands of dollars on top of a big April tax bill. voice-verified

So he checks in with his tax advisor monthly. voice-verified

WSJ Your Money Briefing · Why Your Will Isn’t Always the Last Word on Who Gets Your Assets · 27 Oct 2023 podcast

There are actually a lot of documents that can override wills, and the chances are you've already filled them out. voice-verified

There are the beneficiary forms for retirement accounts, life insurance policies, and some bank and brokerage accounts. voice-verified

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