Tax & Planning

Self-Employment (SE) Tax

Tax covering Social Security and Medicare contributions for self-employed individuals (15.3% on net SE income).

EA-1EA-2CFP

Self-employment (SE) tax is the Social Security and Medicare tax paid by self-employed individuals who do not have an employer withholding these taxes. It is equivalent to the combined employee and employer portions of FICA.

SE tax rates (2025): - Social Security: 12.4% on net SE income up to the wage base ($176,100 in 2025). - Medicare: 2.9% on all net SE income (no cap). - Total: 15.3% up to the SS wage base; 2.9% above. - Additional Medicare tax: 0.9% on net SE income above $200,000 (single) / $250,000 (MFJ).

Calculating SE tax: - Net SE income × 92.35% (adjustment for the employer-equivalent deduction of 50% × 15.3% ≈ 7.65%). - Then multiply by 15.3%.

Deductions for SE tax: - 50% of SE tax is deductible "above the line" on Form 1040 (reduces AGI, not just taxable income). - SEP-IRA, SIMPLE IRA, or self-employed health insurance premiums are also deductible above the line.

Who pays: Sole proprietors, partners in a partnership, members of an LLC (unless treated as a corporation), independent contractors.

SE tax vs. FICA: Employees pay 7.65% (employee share) with the employer matching 7.65%. Self-employed pay both halves = 15.3%, but deduct 50% as a business expense.

> Exam tip: SE tax rate = 15.3% (up to SS wage base). 50% of SE tax is deductible. SE income × 92.35% = SE tax base. Tested heavily on EA Part 1 and Part 2.

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