Hello and thanks in advance!
I've recently retired and have questions regarding "estimated taxes"...
Which of the following do I need to pay "QUARTERLY" estimated taxes for:
- interest from bank accounts
- interest from savings bonds
- dividends & capital gains (ETFs, throughout the year)
- dividends & capital gains (mutual funds, year end)
- Trad IRA to Roth IRA conversions
- Annuity income
I'm not sure if I need to:
a) make estimated tax payments -- are they even required
b) if estimated tax payments are required, when are due -- do I need to make payments in the quarter the various types of income are paid to me
c) are there certain estimated taxes that I can pay once per year (ie in December)
Thank you for any help/insight you may be able to provide!
