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Self-Employment Tax: What You'll Really Owe (and How to Plan for It)

July 1, 2026 • By the Investor Sam Editorial Team • Reviewed by Berly Sam Varghese, Editor
Self-employment tax is 15.3% of your net self-employment profit: 12.4% for Social Security (up to the annual wage base) plus 2.9% for Medicare (no cap). It applies to about 92.35% of your net profit and is on top of regular income tax. You can deduct half of it, and most freelancers should set aside 25% to 35% of profit for taxes overall and pay quarterly.
The first year of self-employment, the tax bill that shocks people is not income tax — it is self-employment tax. When you had a W-2 job, your employer quietly paid half of your Social Security and Medicare taxes and withheld the rest from every paycheck. Working for yourself, you owe both halves, and nobody withholds anything, so it all lands at once unless you plan. This guide breaks down exactly how self-employment tax is figured, the deductions that legitimately lower it, and a simple system for setting money aside so April is boring instead of brutal.

What self-employment tax actually is

Self-employment tax is Social Security and Medicare tax for people who work for themselves. As an employee, you paid 7.65% of your wages toward these programs and your employer matched it with another 7.65% — a cost most employees never see because it never touches their paycheck. When you are self-employed, you are both the employer and the employee, so you owe the full 15.3%: 12.4% for Social Security and 2.9% for Medicare. Nothing about the programs changed; you simply became responsible for the whole bill.

You do get something for it: these taxes fund your own Social Security and Medicare benefits, so the payments build your future eligibility rather than vanishing. Two further details soften the number itself. First, the tax applies to your net profit (income minus business expenses), and only to 92.35% of that number — a built-in adjustment that mirrors the employer-half deduction employees get automatically. Second, the 12.4% Social Security portion only applies up to the annual Social Security wage base; profit above that owes just the 2.9% Medicare portion (and higher earners add a 0.9% Additional Medicare Tax). Because this tax is separate from and stacked on top of income tax, it is the piece first-year freelancers most often forget to reserve for. To see your figure with your own numbers, run the self-employment tax calculator.

A worked example: $80,000 of freelance profit

Say you freelance and net $80,000 after business expenses. Self-employment tax applies to 92.35% of that, or about $73,880. Multiply by 15.3% and you owe roughly $11,300 in self-employment tax alone — before a dollar of income tax. That is the number that catches people off guard.

The system does give one piece back: you deduct half of the self-employment tax (about $5,650 here) as an above-the-line adjustment, which lowers the income your regular income tax is calculated on. So the two taxes stack, but the SE-tax deduction takes some of the sting out of the income-tax layer.

StepAmount
Net self-employment profit$80,000
SE-tax base (92.35%)~$73,880
Self-employment tax (15.3%)~$11,300
Deduction for half of SE tax~$5,650
Suggested total set-aside (30%)~$24,000

The last row is the practical takeaway: between self-employment tax and income tax, a freelancer at this level should be reserving somewhere around 30% of profit. Guessing low is exactly how people end up owing thousands they have already spent.

The deductions that legitimately lower it

You cannot deduct your way out of self-employment tax entirely, but every legitimate business expense reduces the net profit that the 15.3% is applied to, so tracking them carefully matters more when you are self-employed than it ever did as an employee. When you were an employee, unreimbursed costs were mostly your problem; now they are deductions that directly shrink the number both taxes are built on. Common ones:

Note the distinction that trips people up: business expenses shrink the profit that both self-employment tax and income tax are based on, while items like retirement contributions and the health-insurance deduction mainly reduce income tax. Both matter, but only the first group lowers the 15.3% directly. Getting the categories right — and keeping receipts and a bookkeeping system from day one — is what separates an accurate quarterly estimate from a spring surprise, and it is far cheaper to track as you go than to reconstruct in April.

A quarterly system so April is boring

Because no employer withholds for you, the IRS expects you to pay as you earn through quarterly estimated taxes (due in April, June, September, and January). Skip them and you can owe an underpayment penalty even if you pay in full by April. The fix is a simple habit:

  1. Open a separate tax-savings account. Every time a client pays, move a fixed percentage of it out of reach — 25% to 35% of profit is the common range, higher if you are in a high-tax state or bracket.
  2. Estimate the four payments. Use last year's numbers or project this year's, then divide across the quarters. The quarterly estimated tax calculator turns your expected profit into a per-quarter figure.
  3. Pay on time. Pay online, mark the four dates, and treat them like any other bill.
  4. True up. If income jumps mid-year, raise the remaining payments so you are not caught short in April.

The whole point is that the money is already set aside before the bill arrives. Start by confirming what you actually owe with the self-employment tax calculator, then let the quarterly estimated tax calculator break it into four dates you can automate.

Frequently asked questions

How much is self-employment tax?

It is 15.3% of net self-employment earnings: 12.4% for Social Security up to the annual wage base, plus 2.9% for Medicare with no cap. It applies to about 92.35% of your net profit and is separate from, and on top of, regular federal income tax.

Do I really owe both halves of Social Security and Medicare?

Yes. As an employee your employer paid one 7.65% half and you paid the other. Self-employed, you are both employer and employee, so you owe the full 15.3%. You do get to deduct half of it as an above-the-line adjustment, which lowers your income-tax bill.

When are quarterly estimated taxes due?

Federal estimated payments are generally due in mid-April, mid-June, mid-September, and mid-January of the following year. Paying quarterly avoids an underpayment penalty. If a due date falls on a weekend or holiday it shifts to the next business day; check the current year's exact dates.

How much should I set aside for taxes as a freelancer?

A common starting point is 25% to 35% of your net profit, covering both self-employment tax and income tax. Set aside more if you are in a higher bracket or a high-tax state. The safest approach is to run your own numbers and move that percentage into a separate account every time you get paid.

Can deductions reduce my self-employment tax?

Legitimate business expenses lower the net profit that the 15.3% is applied to, so they reduce self-employment tax indirectly. Retirement contributions and the self-employed health-insurance deduction mainly reduce income tax rather than the SE-tax base. Track expenses carefully to keep the taxable number accurate.

What happens if I do not pay estimated taxes?

You can owe an IRS underpayment penalty even if you pay the full balance by the April deadline, because the tax was due as you earned it. Paying four estimated installments on time, based on a realistic profit projection, is how self-employed people avoid that penalty.

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Berly Sam Varghese · Editor, Investor Sam

Berly Sam Varghese is an engineer who treats money the way he treats any hard problem — something to be engineered, not gambled on. He funded years of education and built real financial stability the patient way, by living below his means and investing rather than borrowing. He writes for the person building something and trying to keep the finances sane. He reviews and approves every article on Investor Sam and checks the figures against primary sources before anything is published. More about our standards.