Social Security & Medicare Tax Guide

Comprehensive guides on Social Security benefits taxation, self-employment tax, Medicare taxes, and payroll tax requirements.

Social Security & Medicare Tax Resources

Understand Social Security benefits taxation, self-employment tax calculations, and Medicare tax obligations.

Social Security Benefits

Social Security and Medicare

2026

Overview of Social Security and Medicare taxation, FICA rates, wage bases, and employer obligations.

Taxable Social Security Benefits

2026

Determine what portion of your Social Security benefits is taxable. Combined income calculation, 50%/85% thresholds, and provisional income rules.

Self-Employment Tax

Self-Employment Tax

2026

Self-employment tax calculation (15.3% = 12.4% Social Security + 2.9% Medicare), wage base limitations, additional Medicare tax (0.9%), and deduction for one-half of SE tax.

Prior Year Resources (2025)

These guides reflect 2025 rules and limits. Refer to the 2026 versions above for current information.

Social Security & Medicare Tax Guide

2025

Overview of Social Security and Medicare taxation, FICA rates, wage bases, and employer obligations.

Taxable Social Security Benefits Calculation

2025

Determine what portion of your Social Security benefits is taxable. Combined income calculation, 50%/85% thresholds, and provisional income rules.

Self-Employment Tax Guide (Schedule SE)

2025

Self-employment tax calculation (15.3% = 12.4% Social Security + 2.9% Medicare), wage base limitations, additional Medicare tax (0.9%), and deduction for one-half of SE tax.


Social Security Planning

Optimizing Social Security and understanding tax implications requires planning. Contact us for personalized strategies.

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