Self-Employment Tax Calculator - Methodology

How the calculator computes your SE tax estimate, which IRS sources it relies on, and where its current limitations lie.

Sources

  • IRS Schedule SE - the official form and instructions for computing self-employment tax (Part I, short schedule; Part II, long schedule for higher earners).
  • IRS Publication 334 - Tax Guide for Small Business, covering Schedule C and the 92.35% net-earnings adjustment.
  • IRS Publication 505 - Tax Withholding and Estimated Tax, covering quarterly payment rules and safe-harbor thresholds.
  • SSA COLA announcement - Social Security wage base ($184,500 for TY 2026).

Calculation steps

  1. Net SE income = gross self-employment income minus deductible business expenses.
  2. Taxable SE earnings = net SE income × 0.9235 (the 92.35% adjustment that simulates the employer-half deduction).
  3. Social Security tax = min(taxable SE earnings, $184,500) × 12.4%.
  4. Medicare tax = taxable SE earnings × 2.9%.
  5. Additional Medicare tax = amount above the filing-status threshold × 0.9% (thresholds: $200,000 single/HoH, $250,000 MFJ, $125,000 MFS).
  6. Total SE tax = SS tax + Medicare tax + Additional Medicare tax.

Limitations

  • Income tax is not calculated here - use the 1099 Tax Calculator for a full federal + state + SE estimate.
  • The calculator does not account for W-2 Social Security wages already subject to FICA withholding, which can reduce the SE SS cap.
  • QBI phase-outs, AMT, and tax credits are not modelled.

Results are estimates for planning purposes only. Consult a licensed CPA or Enrolled Agent for your actual tax liability.

Last updated May 2026 · See full methodology

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