I'm running into a scenario not yet experienced. I've made the April/June/Sept estimated payments, but not yet the Jan 15 2024 1040 ES. I'm still waiting on an answers to multiple questions on tax treatment of 2 investments LTCG vs ordinary income rates. I won't have my Vanguard year end statement until late Feb in batch 2 of their document dump past the 1/29 first batch which will also clear up a lot of things once in hand. Also waiting on answer via an FBAR/Swiss Life annuity distribution with no accompanying 1099R.
I was told by a friend yesterday that I can bypass the 1/15 1040 ES payment date *if* I file my taxes on time and make the payment at that time. Hope I described this properly I'm not a skilled wordsmith. Basically can I hold out beyond the 1/15 ES payment date until Vanguard comes back with my year end documents/hear back from CPA to load into TT and then pay at that time of filing?
Thank you TT
