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Estimated Income Tax

Estimated income tax is the amount of Vermont tax you expect to owe for the year on income that is not subject to withholding. This includes earnings from self-employment, interest, dividends, rental income, alimony, etc., and any additions to your Vermont tax including the following:

  • Qualified Retirement Plans such as Individual Retirement Accounts (IRA); Health Savings Accounts (HSA); and Medical Savings Accounts (MSA)

  • Recapture of Federal Investment Tax Credit

  • Vermont Tax Credit Recapture

Paying quarterly estimated income tax will help ensure your tax is paid accurately and timely. Avoid the shock of discovering you have not saved enough during the year to pay your taxes in April. Learn more about how to update your Income Tax Withholding.

Estimate Your Income Tax and Pay the Tax Each Quarter If

  • you do not have Vermont income tax withheld from your pay.

  • you do not have enough Vermont income tax withheld each pay period.

  • you have Vermont income not subject to withholding tax.

For example, if you are self-employed, you should pay estimated income tax, or if you receive a substantial income in the form of dividends or interest.

Make Estimated Income Tax Payments If

  • you are self-employed, you must pay your own estimated income taxes to the Department, usually quarterly. You must pay all other Vermont business taxes as they apply to your business.

  • you think that your withholding will be less than 90% of your tax liability.

  • you are a Vermont resident working in another state.

How to Calculate Your Payment

You should pay equal to the total amount for the year that is:

  1. equal to 100% of last year’s tax liability or

  2. 90% of this year’s tax liability. 

Attention Farmers and Fishers: By federal law, individuals receiving two-thirds of their income from farming or fishing, as defined by the IRS, are not required to make estimated income tax payments. If your bill includes penalty and interest on underpayment of estimated tax, contact the Department to have the bill adjusted.

Annualized Estimated Payments for Vermont

Individuals who make annualized estimated tax payments with the IRS may also make annualized estimated payments in Vermont. If you make annualized payments, please attach a completed copy of the following forms when you file your Vermont income tax return:

  • Federal Form 2210 and

  • IN-152A, Annualized Income Installment Method for Underpayment of Estimated Individual Income Tax

How to Make a Payment

Online

Make an electronic payment at any time in myVTax. Payments may be made by e-check (ACH Debit, which deducts funds directly from your financial institution account) or by credit card. Please note that for all credit card payments, a 3% convenience fee is added to the payment amount to reimburse the State of Vermont for credit company fees. Go to myVTax.

How to Videos

 

Personal Check or Money Order

Please complete and submit Form IN-114, Individual Income Estimated Tax Payment Voucher with your payment. Payments submitted without a voucher may be lost or misdirected which may result in late payment penalties. Submit your payment by mail.

Estimated Income Tax Forms and Guidance

myVTax Instructions

Title Number Revised
myVTax Guide: How to Make an Estimated Income Tax Payment Without a myVTax Account GB-1304 2024
myVTax Guide: How to Make a Payment Using Business Account GB-1208 2024

Tax Forms and Instructions

Form Number Instructions Title Revised
2023 Income Tax Return Booklet Included with form Tax Year 2023 Vermont Income Tax Return Booklet: This booklet includes forms and instructions for IN-111, IN-112, IN-113, IN-116, HS-122, RCC-146, HI-144 2023
2210 (irs.gov) Instructions (irs.gov) Underpayment of Estimated Tax by Individuals, Estates, and Trusts 2024
IN-114 Instructions Individual Income Estimated Tax Payment Voucher 2023
IN-152 Included with form Underpayment of 2023 Estimated Individual Income Tax 2023
IN-152A Included with form Annualized Income Installment Method for Underpayment of 2023 Estimated Tax by Individuals, Estates, and Trusts 2023
W-4VT Included with form Employee’s Withholding Allowance Certificate 2018

Payment Due Dates

Tax Period Payment Due Date
Fourth Quarter (Q4) 1 October – 31 December January 15, 2025
First Quarter (Q1) 1 January – 31 March April 15, 2025
Second Quarter (Q2) 1 April – 30 June June 16, 2025
Third Quarter (Q3) 1 July – 30 September September 15, 2025
Fourth Quarter (Q4) 1 October – 31 December January 15, 2026