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fnie , (edited ) to Personal Finance in [US] End of year PF tasks

Not just for the end of the year, but I check that I’ve paid enough in taxes. Roth conversions (for US folks), investment income in taxable accounts, retirement distributions, etc can all generate taxable income that pushes tax liability too far above the amount covered by payroll withholding and result in penalties.

Edit: Specified that Roth conversions are for US folks

DogMom , to Personal Finance in [US] End of year PF tasks

As a retiree, my main EOY goal is to manufacture income for ACA and tax purposes. I also rebalance my allocations as needed.

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