It is a best practice to pay federal and state taxes as incurred throughout the year. Tax withholding for federal and state purposes can be adjusted at any time throughout the year.
Alternatively, by making timely, quarterly estimated payments in compliance with the employee tax withholding state-wide standards, the underestimated tax penalty calculation page would not be necessary. For Pennsylvania state taxes, for years, the rate is 3.07%.
Go to Pennsylvania's Online Services to learn more about your options for Making Pennsylvania Tax Payments.
To calculate the federal withholding, use IRS Withholding Estimator or try the TurboTax Paycheck Checkup site:
- Go to the TurboTax Paycheck Checkup site.
- Click on “Get started now”.
- Create a secure account with TurboTax or sign in if you already have an account.
- Schedule a phone appointment with a TurboTax Live CPA that works best for you.
- Upload your most recent pay stub and last year’s tax return for you and your spouse/partner (if you filed jointly) via a secure Box folder.
- Meet with your TurboTax Live CPA over the phone to review your documents and discuss your personal tax situation.
- Receive an email from a TurboTax Live tax expert with instructions for filling out the new W-4.
