Get Es-40

Filling out the ES-40 form online is a straightforward process that assists in managing your estimated tax payments efficiently. This guide is designed to provide clear, step-by-step instructions for completing the ES-40 form to ensure that all required information is included accurately.

1. Click ‘Get Form’ button to obtain the form and open it for editing purposes.
2. Enter your Social Security number in the designated field.
3. If applicable, input your spouse’s Social Security number in the corresponding area.
4. Fill in your first name, middle initial, and last name accurately.
5. If filing jointly, enter your spouse’s first name, middle initial, and last name as well.
6. Complete your present address, including street number, street name or rural route, city, state, and ZIP code.
7. Use the worksheet on the back to calculate your estimated tax payment, starting with state tax due from line J.
8. Fill in your county code and county tax from the worksheet to the appropriate fields.
9. If your spouse's county code differs, enter it along with their county tax in the specified areas.
10. Add lines 1, 2b, and 3b to find the Estimated Tax Installment Payment and enter this in Line 4.
11. Indicate which installment payment you are making by placing an ‘X’ in the correct box.
12. Finally, save your changes, and choose to download or print the completed form for submission.

Complete your ES-40 form online today for an efficient tax management experience.