Guide · 1099 basics

How Much to Set Aside for Taxes as a 1099 Worker

The share of your self-employment income to save for federal taxes, by profit level, calculated with the real 2026 rules. Why it is higher with a W-2 job, what to add for your state, and a simple system to never be caught short.

Why you need to set money aside

When you work on a W-2, your employer withholds taxes from every paycheck. On a 1099, nobody withholds anything: you get the full amount and the whole tax bill is yours. On top of income tax, you owe self-employment tax of 15.3% (Social Security and Medicare) on 92.35% of your profit.

If you spend everything and wait until April, you get a bill you may not be able to pay, and probably an estimated tax penalty. The fix is simple: keep a fixed share of every payment.

Where each dollar of profit goesExample: $40,000 of 1099 profit in 2026, single, no other income. Federal taxes only.
  • Self-employment tax$5,652 · 14%
  • Income tax$1,775 · 4%
  • What you keep$32,573 · 82%

Of every dollar: 14¢ self-employment tax, 4¢ income tax and 82¢ for you.

How much to set aside, by profit

Federal taxes caused by your 1099 profit, for a single filer with no other income in 2026. Calculated with self-employment tax, the standard deduction and the QBI deduction.

Yearly profit Federal tax Share to set aside Per quarter Per month
$20,000 $3,025 15% $756 $252
$40,000 $7,427 19% $1,857 $619
$60,000 $12,037 20% $3,009 $1,003
$80,000 $16,647 21% $4,162 $1,387
$120,000 $28,462 24% $7,115 $2,372

The share grows with profit because income tax is progressive: the more you earn, the more of it falls into higher brackets. Self-employment tax, on the other hand, is a flat 15.3% up to the Social Security wage base ($184,500).

With a W-2 job, set aside more

If you also have a job, your salary already uses up the standard deduction and the lowest tax brackets. So every dollar of side income is taxed at your highest bracket, plus self-employment tax.

$20,000 of 1099 profit Federal tax on it Share to set aside
As your only income $3,025 15%
On top of a $50,000 W-2 salary $4,610 23%

Same side income, a very different bill. One alternative to quarterly payments: raise the withholding on your W-2 job with a new Form W-4 so it covers your side income too.

Add your state

The figures above are federal only. Most states also tax income, and some cities do too. A few states have no income tax on wages, such as Florida, Texas, Nevada and Washington. Check your state’s tax agency for its rates and whether it expects estimated payments too. Our guide to state taxes for 1099 workers explains the basics.

For gig drivers: a share of what you earn

If you drive for apps, your big expense is miles, so it is easier to set aside a share of each payout than of profit. In our DoorDash example, a driver with $38,500 of earnings and 12,000 miles owes $4,898 in federal taxes: about 13% of each payout, or $94 a week. Our gig driver tax calculator works it out with your own miles.

A simple system that works

  1. Open a separate savings account just for taxes. Out of sight, out of mind.
  2. Every time you get paid, move your percentage to it right away. Some banks let you automate this.
  3. Pay the IRS each quarter from that account: on April 15, 2026, June 15, 2026, September 15, 2026 and January 15, 2027 for 2026. Use IRS Direct Pay or your IRS Online Account.
  4. Check once a quarter. If your income changed, adjust the percentage. Our quarterly estimated tax calculator recalculates your payments.
  5. In April, what is left over is yours. If you set aside a bit too much, it becomes a small bonus instead of a debt.

Pay less: deductions and retirement

Every business expense you deduct lowers the tax on your profit. Keep receipts and a mileage log, and see 1099 deductions by profession. Contributions to a SEP IRA or solo 401(k) also lower your income tax.

For your exact number, including other income and expenses, use our 1099 tax calculator.

Frequently asked questions

Is 30% a good rule of thumb?

It is a safe cushion for many people, but it can be far more than you need at lower profits, and too little with a high income or a W-2 job on top. Check the table on this page for federal tax, add your state, and use the calculator for your own number.

Do I set aside a share of what I earn or of my profit?

Tax is charged on profit: what you earn minus business expenses. If your expenses are high, like miles for a delivery driver, a share of each payment works too, but the percentage will be lower than the one for profit.

Where should I keep the money?

In a separate account you do not use for spending, ideally a savings account that pays interest. Move the money as soon as each payment arrives.

I set aside too much. What happens?

Nothing bad: the extra is yours. If you overpaid through estimated payments, you get it back as a refund or can apply it to next year.

Sources

  1. IRS: Self-employment tax (Social Security and Medicare taxes)irs.gov
  2. IRS: Tax inflation adjustments for tax year 2026irs.gov
  3. IRS Publication 505: Tax Withholding and Estimated Taxirs.gov
  4. IRS: Form 1040-ES, Estimated Tax for Individuals (2026)irs.gov
  5. IRS: Qualified business income deductionirs.gov
  6. IRS Direct Payirs.gov

How we calculate and verify our numbers →