Don't overlook these!
Updated for 2011
Self-employment tax is based on "Net earnings from self-employment" which is figured on Schedule SE, Self-Employment Tax. If net earnings from self-employment is less than $400, you're not liable for self-employment tax and Schedule SE does not have to be filed.
The terms: net earnings from self-employment (computed on Schedule SE) and net profit (computed on Schedule C, or Schedule F for farming, or Schedule K-1 for partners) are two separate numbers.
Schedule C net profit must be computed before net earnings from self-employment can be computed. Schedule C net profit is carried to Schedule SE where it converted to net earnings from self-employment by multiplying the Schedule C net profit amount by .9235 (this percentage is preprinted on Schedule SE, Line 4 of Section A or Line 4a of Section B).
EXAMPLE:
Note that the .9235 adjustment is the equivalent of a 7.65% reduction to net earnings reported on Schedule C (100% minus 92.35% = 7.65%).
UPDATE FOR TAX YEAR 2011:
For 2011, only the employee's share of social security tax was reduced 2%, to 4.2% (.042). The employer's share remains the same (6.2%). As of this writing, this reduction was extended for two months in 2012. Because of the 2% reduction in the employee's share of the social security tax, if self-employment tax is $14,204,40 or less, the deduction you may claim on Form 1040, line 27 is 57.51% of the self-employment tax. If the self-employment tax is more than $14,404,40, the deduction is 50% of the tax plus $1,060.
Spouses: If you're married and you and your spouse each own your own unincorporated business, you each file your own Schedule SE (so that you both get credit for social security purposes).
On the other hand, if you and your spouse operate one unincorporated business, then you each file your own Schedule SE based on the percentage of ownership.
For example, if Schedule C net profit $50,000 and you each own 50% of the business, you each enter $25,000 on your own Schedule SE to figure your own self-employment tax.
Steps to computing net earnings from self-employment:
When you make your quarterly estimated tax payments, you include both your estimated federal income tax liability AND your estimated self-employment tax liability.
For tax year 2012, quarterly installments are due:
Only one Schedule SE is required to be filed, regardless of the number of unincorporated businesses from which you had net earnings from self-employment.
For example, if you had three businesses, two with net earnings of $20,000 and one with a net loss of $5,000, you would file:
The net profit of $15,000 ($20,000 minus $5,000) would be entered on Schedule SE. The $15,000 would then be converted to net earnings from self-employment (.9235 x $15,000 = $13,853).
Do not use a loss carried over from a previous year to reduce business income for self-employment tax purposes.
Do not use the personal exemption to reduce self-employment income.
Self-Employment Tax: Items Not Included in Self-Employment Income
Copyright © 2008-2012 Larry Villano. All rights reserved.