Decision Tools · Career · Beta

Freelance 1099 Tax Set-Aside

What to siphon off every invoice so April doesn't blow your runway. Federal + state + self-employment, accounting for expenses.

Beta · estimates refining
This invoice
$
%

12% low / 18% middle / 24%+ high brackets.

%

0% TX/FL/WA · 6% avg · 10%+ CA top brackets.

%

15.3% standard (SS + Medicare). Cap at ~$168k SS portion.

%

% of this invoice covered by tracked business expenses.

Set aside from this invoice (beta)

$1,670

Take-home ≈ $3,330 · effective rate 33.4%

How we'll model this
  • Refined federal brackets with QBI deduction modeling.
  • Self-employment tax cap at the annual Social Security wage base.
  • Quarterly estimated tax schedule with safe-harbor calculations.
  • Reality check: flag when set-aside % is too low for your bracket.

This estimate is directional while we calibrate against fresh benchmark data. The full math, range bands, and reality-check verdicts ship next.

Common questions

What percentage of my 1099 income should I save for taxes?

25–35% is the safe rule for most US freelancers: ~15.3% self-employment tax + federal income tax (10–24% effective at typical brackets) + state. High earners in CA/NY can hit 40%+.

Do I owe quarterly taxes?

Yes if you'll owe more than $1,000 in tax. Pay on April 15, June 15, September 15, and January 15. The IRS charges underpayment penalties if you wait until April.

What about the QBI deduction?

The 20% QBI deduction reduces taxable income for many service businesses below the threshold (~$383k joint / $191k single in 2024). It does not reduce self-employment tax.

Can I deduct business expenses before setting aside?

Yes — set aside based on net profit (revenue − legitimate business expenses), not gross. Home office, software, equipment, mileage all count if documented.