Self-Employment Tax Calculator

Calculate self-employment taxes (Social Security and Medicare) and quarterly estimated tax payments for freelancers, contractors, and business owners.

What is Self-Employment Tax?

Self-employment (SE) tax is the Social Security and Medicare tax that self-employed people, freelancers, and business owners must pay. Unlike employees (where tax is split with the employer), self-employed people pay both the employee and employer portions, totaling 15.3%.

This calculator helps you estimate your SE tax and quarterly estimated tax payments, which are required if you expect to owe $1,000 or more.

Calculate Self-Employment Tax

Total SE Tax

$7,064.78

Annual self-employment tax

Quarterly Payment

$1,766.19

Due: Apr 15, Jun 15, Sep 15, Jan 15

Monthly Payment

$588.73

If paying monthly

Effective SE Tax Rate

14.13%

Percentage of net income

SE Tax Breakdown

Net Self-Employment Income$50,000.00
SE Income (92.35% of net)$46,175.00
Social Security Tax (12.4%)$5,725.70
Medicare Tax (2.9%)$1,339.08
Total SE Tax$7,064.78
SE Tax Deduction (50% of SE tax)-$3,532.39

How Self-Employment Tax is Calculated

Step-by-Step Formula

1. SE Income = Net Income × 92.35%

2. SS Tax = SE Income × 12.4% (capped at $168,600 wage base)

3. Medicare Tax = SE Income × 2.9% (no cap)

4. Additional Medicare = Max(0, SE Income - $200k) × 0.9%

5. Total SE Tax = SS Tax + Medicare Tax + Additional Medicare

Example

Self-employed business owner with $60,000 net income

Net Income: $60,000

SE Income: $60,000 × 0.9235 = $55,410

Social Security Tax: $55,410 × 0.124 = $6,871

Medicare Tax: $55,410 × 0.029 = $1,607

Total SE Tax: $8,478

Quarterly Payment: $8,478 ÷ 4 = $2,119.50

SE Deduction: $8,478 ÷ 2 = $4,239 (reduces taxable income)

Understanding SE Tax Components

📊 Social Security Tax (12.4%)

Capped at $168,600 of SE income (for 2024). Once you reach this cap, no additional Social Security tax is owed. This tax funds Social Security retirement, disability, and survivor benefits.

Example: $60,000 SE income × 12.4% = $7,440. If you had $200,000 SE income, only the first $168,600 is taxed: $168,600 × 12.4% = $20,906 (not the full $24,800).

🏥 Medicare Tax (2.9%)

No wage cap—ALL SE income is subject to the 2.9% Medicare tax. This funds Medicare health insurance for seniors and disabled individuals.

Example: $60,000 SE income × 2.9% = $1,740. Whether you earn $50,000 or $500,000, the full amount is taxed at 2.9%.

💰 Additional Medicare Tax (0.9%)

Applies to SE income over $200,000. This is part of the Affordable Care Act and goes toward expanding Medicare coverage and reducing the deficit.

Example: If you have $250,000 SE income: ($250,000 - $200,000) × 0.9% = $450 additional tax.

📉 The 92.35% Factor

Self-employed people can deduct 50% of their SE tax from their income. This is why SE income is calculated as 92.35% of net income, not 100%. This gives a slight tax break and matches the employee/employer split for W-2 workers.

Quarterly Estimated Tax Payments

Payment Deadlines

Q1 (Jan–Mar)

Due: April 15

Q2 (Apr–Jun)

Due: June 15

Q3 (Jul–Sep)

Due: September 15

Q4 (Oct–Dec)

Due: January 15 (next year)

Do I need to pay quarterly? You must pay if you expect to owe $1,000 or more in estimated taxes. If you miss a payment, you may face penalties and interest, so setting up a payment schedule is important.

How to pay: Use IRS Direct Pay, Electronic Federal Tax Payment System (EFTPS), credit/debit card, or mail Form 1040-ES with a check. Keep payment records for your tax file.

Self-Employment Tax by Income Level

Net IncomeTotal SE TaxQuarterly PaymentEffective Rate
$25,000$3,532$88314.1%
$40,000$5,651$1,41314.1%
$60,000$8,478$2,12014.1%
$100,000$14,130$3,53314.1%
$200,000$28,260$7,06514.1%

References & Resources

  • IRS Schedule SE: Self-Employment Tax
  • IRS Publication 15-B: Employer's Tax Guide to Fringe Benefits
  • IRS Form 1040-ES: Estimated Tax Payments
  • Social Security Administration: Self-Employment Tax Information
  • SCORE: Free Small Business Mentoring

Frequently Asked Questions

What is self-employment (SE) tax?
Self-employment tax is the Social Security and Medicare tax that self-employed people pay. It covers both the employee and employer portions (15.3% total: 12.4% Social Security + 2.9% Medicare). Employees have these split between them and their employer; self-employed people pay both halves.
Why is the SE income multiplied by 92.35%?
The 92.35% factor represents the deduction of the employer-equivalent portion of SE tax. Self-employed people can deduct this amount from their income before calculating SE tax, which reduces their tax burden slightly compared to if SE tax were applied to 100% of income.
What is the Social Security wage base limit?
For 2024, the Social Security wage base is $168,600. Only income up to this limit is subject to the 12.4% Social Security tax. Any income above $168,600 is NOT subject to Social Security tax (but IS subject to Medicare tax and income tax). This limit increases annually.
Is there a Medicare tax cap?
No. Medicare tax (2.9%) applies to ALL self-employment income, with no wage base limit. Additionally, an extra 0.9% Medicare tax applies to SE income over $200,000. This is called the Additional Medicare Tax and has no cap.
When must I pay quarterly estimated taxes?
You must pay estimated taxes quarterly if you expect to owe $1,000 or more. Quarterly due dates are April 15, June 15, September 15, and January 15. If you miss a deadline, you may face penalties and interest. Divide your annual SE tax by 4 to estimate each quarterly payment.
Can I deduct SE tax payments?
Yes! You can deduct 50% of your SE tax as a business expense, which reduces your federal taxable income. This deduction is taken "above-the-line," meaning you get the benefit even if you don't itemize. This is included in this calculator as the "SE Deduction."

Related Tools