Quarterly estimate check: income to date, safe-harbor math, and the payment to make.
Scanned 9/13/2026
Install to Claude Code
Skills Directorynpx -y skills add fru-dev3/fd-apps-prevail-cli --skill quarterly-estimated-taxes --agent claude-codeInstalls into .claude/skills of the current project.
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---
id: quarterly-estimated-taxes
runner: llm
trigger: on-demand
description: Quarterly estimate check: income to date, safe-harbor math, and the payment to make.
source: seed
---
# Quarterly estimated taxes
Run two weeks before each quarterly deadline (Apr/Jun/Sep/Jan).
1. **Income to date.** From data/income-summary-2026.csv: salary, RSU vests (coordinate with the wealth domain), and any other income year-to-date.
2. **Withholding gap.** Compare tax withheld so far against the projected full-year liability. RSU under-withholding is the usual culprit.
3. **Safe harbor.** Compute the safe-harbor floor (prior-year based) and the current-year projection. Pay the smaller amount that still avoids penalty.
4. **Schedule it.** The payment amount, the deadline, and a one-line record in the ledger.
Output: the gap, the safe-harbor number, and the payment with its date.
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