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FICA Tax: Rates, Calculation, and Employer Duties

FICA is 7.65% from the employee and 7.65% from you. The 2026 rates, the wage base, how to calculate and deposit it, and the penalty that reaches you.

Nick Anisimov

Nick Anisimov

FirstHR Founder

Payroll
34 min

FICA Tax

The 2026 rates, how to calculate it, what every label on the pay stub means, and the one penalty in payroll that can reach past your business to you personally

An employee is standing at your desk holding a pay stub, pointing at a line that says Fed MED/EE, asking what it is. And you do not entirely know either, because your payroll system produced it and nobody has ever explained the vocabulary.

That is the small version of this problem. The large version is that FICA is the tax with the sharpest teeth in the entire payroll system, and almost nobody who runs a small business knows why. The money you withhold from your employees for Social Security and Medicare is not a bill you owe. It is money you are holding, and if you fail to hand it over, the IRS can reach past your LLC, past your corporation, past bankruptcy, and take it from you personally.

This page is everything: the 2026 rates, how to calculate it, what every single abbreviation on a pay stub means, how to deposit and report it, and the penalty that follows you home. I build FirstHR, which holds the employee records payroll runs on. One caveat that carries real weight here: this is tax law, the wage base changes annually, and I am not a tax professional. Verify against the IRS before you configure anything.

TL;DR
FICA is the federal payroll tax funding Social Security and Medicare. It is 7.65 percent from the employee (6.2 percent Social Security plus 1.45 percent Medicare) and 7.65 percent from you, matched exactly, for a combined 15.3 percent of every dollar of wages. Social Security stops at the 2026 wage base of $184,500. Medicare never stops. There is an extra 0.9 percent Additional Medicare Tax on wages above $200,000 that you withhold but do not match. The employee half is trust fund money: if you do not remit it, the Trust Fund Recovery Penalty is 100 percent of the unpaid amount, assessed personally, and the corporate form will not save you.

What Is FICA Tax?

FICA is the federal payroll tax that funds Social Security and Medicare. It is paid twice on every dollar of wages: once by the employee through withholding, and once by the employer on top.

Definition
FICA Tax
FICA stands for the Federal Insurance Contributions Act. It is a US federal payroll tax comprising two components: Social Security, formally Old-Age, Survivors, and Disability Insurance (OASDI), at 6.2 percent, and Medicare, formally Hospital Insurance (HI), at 1.45 percent. Both are levied on the employee and matched by the employer, producing a combined rate of 15.3 percent of gross wages. Social Security applies only up to an annual wage base, adjusted each year, while Medicare applies to all wages without limit. The employer is legally responsible for withholding, depositing, and reporting both halves.

The IRS overview of employment taxes is the official version of everything on this page, and it is short enough to read once properly.

Three facts follow from that, and they are the three that matter.

FICA is two taxes, not one. Social Security and Medicare are separate, have different rates, and behave differently: one has a cap and one does not. Half the confusion on this subject comes from treating FICA as a single thing.

You pay it twice. Whatever you withhold from the employee, you pay again out of your own pocket. The employee sees 7.65 percent leave their check and reasonably assumes that is the tax. The tax is 15.3 percent, and they will never see the other half on any document they receive.

The employee half is not yours. This is the fact this entire page is built around, and we will come back to it with considerable force.

The 2026 Rates

Here is the whole answer, on one card. Most of the questions people arrive at this page asking are answered by this.

FICA rates for 2026, which is the whole answer to most of the questions on this page
Social Security (OASDI)
Employee: 6.2%Employer: 6.2%Combined: 12.4%
Up to $184,500 in 2026
Medicare (HI)
Employee: 1.45%Employer: 1.45%Combined: 2.9%
All wages. No cap, ever
FICA total
Employee: 7.65%Employer: 7.65%Combined: 15.3%
The number people mean when they say FICA
Additional Medicare
Employee: 0.9%Employer: No matchCombined: 0.9%
On wages over $200,000. You withhold, you do not match
The rates have not changed in decades. The wage base changes every year, and it is the only figure on this card you need to re-verify each January. A page telling you $176,100 is describing 2025.
The Official Figures
Per IRS Topic 751, the Social Security rate is 6.2 percent for the employer and 6.2 percent for the employee, and the Medicare rate is 1.45 percent each side. Only Social Security has a wage base limit, which is $184,500 for 2026, up from $176,100 in 2025. There is no wage base limit for Medicare. Employers must also withhold the 0.9 percent Additional Medicare Tax on wages above $200,000 in a calendar year, and there is no employer match on that portion.

FICA is one component of the wider payroll obligation, and how it fits with everything else is covered in the payroll guide. The step-by-step procedure for actually running a payroll is in how to run payroll.

The rates themselves have not moved in decades and are unlikely to move soon. The only number that changes is the wage base, and it changes every January. That single fact tells you exactly what maintenance this part of payroll requires: check the wage base each year, and change nothing else.

It also tells you how to spot a stale page. If an article tells you the wage base is $176,100, it is describing 2025. If it says $168,600, that is 2023. There are a great many of both still ranking, and configuring payroll from one will cause you to under-withhold every high earner you employ.

7.65%
The employee share of FICA, and identically, yours
15.3%
The combined rate. What actually leaves for the IRS on every dollar
$184,500
The 2026 Social Security wage base. The only figure that changes

Who Pays It

Both of you, equally, and this symmetry is unusual. Most payroll taxes fall on one side or the other. FICA falls on both.

EmployeeEmployer
Pays Social Security at 6.2%
Pays Medicare at 1.45%
Pays the 0.9% Additional Medicare Tax
Sees it on their pay stub
Sees the other side's contribution
Is legally responsible for depositing it
Can be personally penalized if it is not paid

The employee-facing half of this is worth being able to explain, and the page to send them is gross pay versus net pay, which walks through every line on a stub rather than only FICA.

Read the bottom three rows together, because they describe an asymmetry that matters enormously. The employee pays half the tax, sees only their half, and bears none of the compliance risk. You pay half the tax, see all of it, and carry all of the risk, including the risk that reaches your personal assets.

That is not a complaint. It is the correct allocation, since you are the one holding the money. But it means FICA is a much bigger deal for you than it is for the person asking you about it, and it explains why this article is longer than the one they would need.

The full picture of what you owe on top of wages, beyond FICA, is in statutory benefits, and it comes to roughly 8 to 10 percent of payroll once unemployment tax is counted.

The Social Security Half

6.2 percent from the employee, 6.2 percent from you, on wages up to $184,500 in 2026. Formally it is OASDI: Old-Age, Survivors, and Disability Insurance, which is why it shows up on some pay stubs as Fed OASDI/EE rather than as anything containing the word Social.

The defining feature of the Social Security half is the wage base. Once an employee's year-to-date wages cross it, you stop withholding for the rest of the calendar year, and you stop matching. It is the only cap anywhere in FICA and it is the source of most of the interesting behavior.

YearWage baseMaximum Social Security tax, each side
2026$184,500$11,439.00
2025$176,100$10,918.20
2024$168,600$10,453.20
2023$160,200$9,932.40

That table exists for one reason: to let you check whether whatever source you are reading is current. The base rises most years, and any page quoting an old figure is a page whose other advice you should also doubt.

The maximum column is worth noting too. In 2026, the most any single employee can pay in Social Security tax is $11,439, and the most you can pay for them is the same. That is your ceiling per person, and it is one of the very few costs in payroll that has a ceiling at all.

The Medicare Half

1.45 percent from the employee, 1.45 percent from you, on every single dollar. Formally it is HI, Hospital Insurance, which is why it appears on stubs as Fed MED/EE or MEDFICA or FICA-MED, all meaning the same thing.

Medicare Has No Cap. None.
This is the difference that catches people. Social Security stops at the wage base. Medicare never stops. An employee earning $2 million pays 1.45 percent on all $2 million, and you match 1.45 percent on all $2 million. There is no ceiling, no maximum contribution, and no point in the year where it switches off. When an employee tells you their FICA deduction changed in the autumn, what changed was Social Security. Medicare kept going exactly as before.

Because Medicare has no cap, it is the simpler of the two to calculate and the one you are least likely to get wrong. Multiply gross by 0.0145, every period, forever. The only complication is what sits on top of it, which is the next section.

The Additional Medicare Tax

An extra 0.9 percent on employee wages above $200,000 in a calendar year. It has two properties that make it genuinely strange, and both of them catch employers out.

You Withhold It. You Do Not Match It.
Per IRS Topic 560 and Topic 751, employers must withhold the 0.9 percent Additional Medicare Tax on wages paid to an employee in excess of $200,000 in a calendar year, beginning in the pay period in which wages exceed that amount and continuing for the rest of the year. There is no employer match. You match the 6.2 percent and the 1.45 percent. You do not match this. It comes entirely out of the employee, which makes it the only asymmetric component in the whole of FICA.

The second strange property: you withhold based on wages from you alone, regardless of the employee's filing status. The actual liability for this tax depends on the employee's household situation, with different thresholds for married couples, but that is settled on their tax return. Your obligation is mechanical: once they cross $200,000 with you, you withhold, and you do not adjust for anything they tell you about their spouse.

Practically, this means two things can happen and both are correct. An employee can have this tax withheld and end up owing nothing, getting it back on their return. Or an employee can have nothing withheld by you, because they earned $150,000 with you, and still owe the tax because their household total crossed the threshold. Neither is your problem, and neither is a payroll error.

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How to Calculate It

The arithmetic is trivial. What is not trivial is knowing what to multiply.

One employee, one pay period, worked all the way through
Employee gross pay
$5,000.00One semimonthly pay period. All FICA is calculated from gross, not from taxable wages after deductions
Social Security, 6.2%
$310.00$5,000 times 0.062. Withheld from the employee
Medicare, 1.45%
$72.50$5,000 times 0.0145. Withheld from the employee
Employee FICA withheld
$382.507.65% of gross. This is the line the employee sees and asks you about
Your matching Social Security
$310.00You pay this on top. It is not deducted from them
Your matching Medicare
$72.50Also on top. Also yours
Employer FICA owed
$382.50Identical to the employee's. You match dollar for dollar
Total FICA sent to the IRS
$765.0015.3% of gross. Both halves, deposited together on your schedule
The employee sees $382.50 come out and assumes that is what went to the government. Twice that went. The other half came from you, and the employee will never see it on any document they receive.
What FICA Is Calculated On, and This Trips Everyone
FICA comes off gross wages, not off taxable wages after deductions. But there is one crucial exception. A traditional 401(k) contribution does NOT reduce the FICA base: the employee still pays Social Security and Medicare on money they deferred into their retirement plan, and so do you. A Section 125 health insurance premium DOES reduce the FICA base, which lowers the employee's FICA and your matching contribution. So in a single payroll run, the base for income tax and the base for FICA are two different numbers, and a spreadsheet that uses one figure for both is quietly wrong all year.

That distinction is the single most common source of a FICA miscalculation at a small business, and it produces an error that nobody notices because it is small on each check and never triggers an obvious symptom. It surfaces at reconciliation, or it does not surface at all until an audit. The mechanics of deduction ordering are covered in gross pay versus net pay.

The wider category of employer-side non-cash compensation, some of which is taxable wages even though no money changed hands, is covered in fringe benefits.

The other practical note: the Section 125 exception is genuinely valuable and worth understanding as a benefits decision rather than only a payroll one. A health premium taken pre-tax through a proper cafeteria plan costs you less than its face value, because you are matching FICA on a smaller wage base. It is one of the very few benefits where the tax code is generous to both sides.

Crossing the Wage Base

Something happens every autumn at any business with a well-paid employee, and almost nobody explains it in advance: their paycheck suddenly gets bigger, and nothing is wrong.

What happens when a well-paid employee crosses the wage base
Jan through roughly Oct
Social Security withheld normally6.2% on every dollar. Medicare too. Nothing unusual
The period they cross $184,500
Social Security stops partway throughWithhold 6.2% only on the portion below the base, then stop for the year
Rest of the year
No more Social Security. Medicare continuesTheir net pay jumps by 6.2% of gross. Medicare has no cap and keeps going
Your match
Stops at the same momentOne of the very few places your cost per employee actually falls
January 1
Everything resetsWithholding restarts from dollar one. Their net pay drops back and they will ask you why
Two conversations you will have: one in autumn when their check grows and they assume payroll is broken, and one in January when it shrinks back and they assume it again. Both are the wage base working correctly.

The mechanics: once year-to-date wages exceed $184,500, Social Security withholding stops. Their net pay rises by 6.2 percent of gross. Medicare keeps going, because Medicare has no cap, so the increase is 6.2 percent rather than the full 7.65 percent.

Your matching contribution stops at the same moment, which is worth knowing because it is one of the very few places in payroll where your cost per employee falls. Everything else about employing someone gets more expensive over time. This gets cheaper, once a year, for your highest earners.

The same crossover is explained from the employee's side, alongside every other deduction, in gross pay versus net pay, which is the page to send someone who wants to understand their own paycheck rather than your obligations.

And then it all resets on January 1, their net pay drops back, and they ask you why. Tell them in advance, in both directions, and you will never have either conversation.

Every Pay Stub Label

Here is the section that does not exist anywhere else, and it is the one that will save you the most time. Payroll systems label these two taxes about eight different ways, and every one of those labels generates employee questions that land on you.

FICA-SS
Social Security, employee share6.2% of gross wages up to the wage base
FICA-MED
Medicare, employee share1.45% of all gross wages, no cap
Fed OASDI/EE
Social Security, employee shareOASDI is the statutory name. EE means employee. Same thing as FICA-SS
Fed MED/EE
Medicare, employee shareThe most common label people search for. Same thing as FICA-MED
FICA EE
The employee share of FICAEE always means employee. ER, when you see it, means employer
MEDFICA
Medicare portion of FICAA compressed label some payroll systems use. Not a separate tax
SS EE / SS ER
Social Security, employee and employer shareSome stubs show both, which confuses people into thinking they paid twice
Fed Add Med / Add Medicare
Additional Medicare TaxThe 0.9% surtax above $200,000. Only appears for high earners

These labels come out of whatever payroll system produced the stub, and the contents of the stub itself are regulated: most states require an itemized wage statement and specify what must appear on it. The requirements are covered in the payroll run guide.

The decoder ring, in one sentence: EE means employee, ER means employer, OASDI means Social Security, MED and HI mean Medicare, and everything else is a synonym. There are only two taxes on that entire list. Every label is one of those two, or a combination of them.

The one that genuinely confuses people is a stub showing both EE and ER lines. An employee sees Fed OASDI/EE at $310 and Fed OASDI/ER at $310, adds them, and concludes they were charged $620. They were not. Only the EE line came out of their pay. The ER line is displayed for transparency and is a cost you bore, which most employers never get any credit for.

Giving employees a way to see their own stubs and year-to-date totals through an employee self-service portal removes a surprising amount of this, because the person who wants to check a number can go and check it rather than asking you.

Depositing It

You withheld it. Now you have to hand it over, and the schedule for doing so is not the schedule on which you pay your employees. This is the distinction that generates more penalties than any other in payroll.

Two Schedules, and They Are Not the Same
Your pay schedule is your choice. Your deposit schedule is assigned by the IRS based on what you reported during a lookback period. Per IRS Topic 757, it is monthly if you reported $50,000 or less, and semiweekly above that. New employers are monthly depositors. Monthly means FICA on everything you paid in March is due by April 15, regardless of how many times you ran payroll that month. There is also a next-day rule if you ever accumulate $100,000 or more in liability on a single day.

The full set of deadlines is in the IRS guidance on depositing and reporting employment taxes, and the calendar in employment tax due dates.

You deposit both halves together: the employee FICA you withheld, plus your matching employer FICA, in one payment. It goes through EFTPS, electronically, because there is no paper option for most employers.

Note that your deposit schedule is a separate thing from your pay schedule, and confusing the two is the most common way an employer who paid everybody correctly still gets penalized.

Late deposits carry a failure-to-deposit penalty that escalates in tiers with how late you are, plus interest. That penalty is annoying but survivable. What follows it, if the money never arrives at all, is not, and that is the next section but one.

The practical instruction, and it is genuinely the highest-value thing in this article after the trust fund section: put all twelve deposit deadlines on a calendar today, for the whole year, with reminders. Not in your head. The single most common way a careful employer gets penalized is not refusal to pay. It is that the 15th arrived while they were busy and nobody had written it down.

Reporting It

Depositing is the money. Reporting is the paperwork, and they are separate obligations with separate deadlines.

WhatWhenWhat it shows
Form 941Quarterly, by the end of the month after the quarterWages paid and FICA for the quarter: both the withheld employee half and your matching half
Form 944Annually, by January 31The annual alternative to 941, for very small employers. Only if the IRS tells you to use it
W-2 Box 3By January 31Social Security wages: the wages subject to the 6.2%, capped at the wage base
W-2 Box 4By January 31Social Security tax withheld from that employee for the year
W-2 Box 5By January 31Medicare wages: uncapped, so this is often larger than Box 3
W-2 Box 6By January 31Medicare tax withheld, including any Additional Medicare Tax

Where these records live matters, because you must retain them. Employment tax records must be kept for at least four years, and where they belong is covered in personnel files.

Two things in that table are worth pausing on. Box 3 and Box 5 are different numbers for any employee who crossed the wage base, because Box 3 is capped at $184,500 and Box 5 is not. An employee earning $250,000 has $184,500 in Box 3 and $250,000 in Box 5, and if both boxes match on a high earner's W-2, something is wrong.

And your W-2 totals must reconcile to your four quarterly 941 filings. The Social Security Administration performs this check on you. Performing it yourself first, in December, is straightforwardly a good idea, and it is a twenty-minute job that catches errors while they are still small.

The forms themselves are on the IRS site: Form 941 and Form W-2.

Reconciling It

Reconciliation is checking that your own numbers agree with each other. It is dull, it takes twenty minutes a quarter, and it is the highest-return habit in payroll because it catches FICA errors while they are still small enough to fix cheaply.

1
Per pay run: does the FICA look right?
Roughly 7.65 percent of gross for each employee, and the same again as your match. If a number is materially off that, something changed and you should know what.
2
Per quarter: does Form 941 match your payroll registers?
The Social Security and Medicare wages and taxes on the 941 must equal the sum of what you actually withheld and matched across the quarter. A mismatch here is an error you want to find now, not in January.
3
Per quarter: does the 941 match what you deposited?
The IRS performs this check. Your reported liability and your actual deposits must agree, and a gap between them generates a notice.
4
At year end: do the W-2s match the four 941s?
Total Social Security tax across all W-2 Box 4 figures should reconcile to the sum of your quarterly filings. The SSA checks this, so check it first.
5
At year end: is Box 3 capped and Box 5 not?
For any employee over the wage base, Box 3 stops at $184,500 and Box 5 shows their full wages. If both match on a high earner, you have a configuration error.

The data all of this depends on originates at onboarding rather than in payroll: the W-4, the pay rate, the classification. Collecting it properly is covered in new hire paperwork, and getting it wrong there is what produces a FICA error months later.

The quarterly reconciliation against Form 941 is the one to be religious about. That form is a sworn statement of what you withheld and what you owe, and the IRS reconciles it against what actually arrived. If your register, your 941, and your deposits all agree, you are in a defensible position regardless of what else happens.

The mundane truth of small business FICA errors is that they are almost never sophisticated. A duplicated row. A wage base that was never updated. A deduction applied to the wrong base. Twenty minutes of looking finds them, and finding them in March is a different experience from finding them in a notice fourteen months later.

Fixing FICA Errors

You will make one. Everybody does. What separates a manageable error from an expensive one is catching it early and correcting it properly.

You under-withheld FICACorrect going forward. File Form 941-X for the affected quarter
If the year has closed, you may end up paying the employee's share yourself. You generally cannot collect it from them retroactively without limits
You over-withheld FICARefund the employee, then file Form 941-X to recover it
Repay the employee first. The IRS requires you to have refunded or reimbursed them before you claim the adjustment
You kept withholding past the wage baseRefund the excess to the employee
This is over-withholding. It happens when a payroll system has a stale wage base configured
You matched the 0.9% Additional MedicareThere is no employer match. Correct the 941
You have overpaid your own employer liability. Recoverable, and embarrassing
You missed a depositDeposit immediately. Expect a penalty
The failure-to-deposit penalty escalates in tiers. Paying today costs less than paying next week
Your W-2s do not match your 941sFind the discrepancy before January 31
The SSA reconciles these. A mismatch generates a notice, and the notice arrives months later

An over-withholding correction paid back to the employee is not the same as a retro pay adjustment, though the two get confused. Retro pay is wages you underpaid. A FICA refund is tax you over-collected, and they are recorded differently.

The under-withholding case is the one with teeth, and the reason is uncomfortable. If you failed to withhold enough FICA from an employee and the year has closed, you may end up paying their share yourself. Recovering it from them months later is difficult, sometimes not permitted, and always a bad conversation. The obligation to withhold correctly is yours, and the consequence of failing to do so does not transfer to the employee.

The over-withholding case has a specific procedural wrinkle worth knowing: you must refund or reimburse the employee first, before claiming the adjustment from the IRS. You cannot recover the money from the government and then decide how much of it to pass on. Repay them, document it, and then file the correction.

And the general principle across every row: self-correcting is always cheaper than being found. Penalties for errors you discover and fix are materially lower than penalties for errors an agency discovers, and the difference is not marginal.

The Penalty That Follows You Home

Everything above this section is arithmetic and administration. This section is the reason FICA is different from every other cost of running a business, and if you read nothing else here, read this.

The money you withhold from your employees is not yours, and it never was. It is not revenue, it is not working capital, and it is not a bill you owe. You are holding it in trust for the government, on behalf of your employees, for a short period before handing it over. That is why it is called trust fund money.

The Trust Fund Recovery Penalty, in one place
What is trust fund money
Withheld income tax + the EMPLOYEE half of FICAMoney you took out of their paycheck. It was never yours
What is NOT trust fund money
Your employer matching half of FICAThat is your own liability. Real, owed, but not subject to the personal penalty
The penalty
100% of the unpaid trust fund tax, plus interestNot a percentage of it. The entire amount, again, personally
Who can be assessed
Any responsible personOfficer, partner, sole proprietor, or an employee. Anyone with authority over which bills get paid
What counts as willful
Paying any other creditor firstNo evil intent required. Paying rent when you knew the taxes were due is enough
Does the LLC protect you
NoIt survives business closure, dissolution, and in most cases bankruptcy. This is the exception to the corporate veil
This is the single most important thing on this page and the reason it is worth reading to the end. The money you withhold is not a bill you owe. It is money you are holding, and failing to hand it over can reach past your business to your house.
The Trust Fund Recovery Penalty, in the IRS's Own Words
Per the IRS: if you are a person responsible for withholding, accounting for, or depositing or paying employment taxes, and willfully fail to do so, you can be held personally liable for a penalty equal to the full amount of the unpaid trust fund tax, plus interest. A responsible person can be an officer of a corporation, a partner, a sole proprietor, or an employee of any form of business. And on what willful means, the IRS is blunt: you are acting willfully if you pay other expenses of the business instead of the withholding taxes.

Read that last sentence again, slowly, because it is far broader than the word willful suggests. There is no requirement of evil intent, no requirement of an attempt to defraud, and no requirement that you meant to do anything wrong at all. Paying your landlord, when you knew the payroll taxes were due, is enough. That is the standard. It describes a decision that almost every struggling business owner has made at least once.

Three further points, each of which is the sort of thing you would rather know in advance.

It only covers the employee half. The penalty applies to withheld income tax and the employee's share of Social Security and Medicare. Your matching employer share, though genuinely owed, is not trust fund money and is not subject to the personal penalty. This is a detail almost every article gets wrong, and it means the exposure is smaller than the headline but still large: roughly a fifth to a quarter of every quarterly 941 liability is trust fund money.

The corporate form does not protect you. This is the exception to the entire premise of limited liability. The penalty survives business closure, entity dissolution, and in most cases bankruptcy. The IRS can file a lien against your home, levy your personal accounts, and garnish your future wages. An LLC is not a shield here, and neither is an S corp.

More than one person can be liable. Responsibility turns on who could effectively control which bills got paid. That can be an owner, a bookkeeper, an office manager, or a CFO, and each responsible person is jointly and severally liable for the whole amount. Being a non-owner employee does not automatically protect you, and instructions from a superior not to pay do not immunize you either.

What worked for me
Nobody explained this to me. I read about payroll for months before I hired anyone and not one article said, in plain words, that the tax I was about to start withholding was money I would be holding rather than money I would owe. I found out from a footnote in an IRS page, and I remember quite clearly the moment it landed: that the account balance I was looking at, in a tight month, contained a number that was not mine and that I could not see. What I did about it was boring and it has never failed. On the day I run payroll, the withheld amount moves out of the operating account into a separate one, immediately, and it does not come back. The taxes get paid from that account. I have never once had to decide between the IRS and a vendor, because by the time the decision could arise, the money is already gone.

That is the practical advice this whole section exists to deliver. Move it out of the account. Not because you lack discipline, but because the failure mode here is not dishonesty, it is a cash crunch in which the money is sitting there, indistinguishable from every other dollar, and the rent is due. If it is not in the account, that decision never presents itself.

And if you are ever in a position where paying the taxes means not paying somebody else, pay the taxes. That is the one bill where the consequence of not paying reaches past your business and follows you home.

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Who Is Exempt

Almost nobody, and the exemptions people assume exist mostly do not.

SituationExempt from FICA?The actual rule
Part-time employeesNoFICA applies to wages, not schedules. Same 7.65% per dollar as full-time
Employees already drawing Social SecurityNoThere is no age exemption. They still pay FICA on wages, and so do you
Employees under 18Generally noA narrow exception exists for a child working for a parent's unincorporated business
Independent contractorsYes, in the sense that no FICA appliesThey are not employees. They pay self-employment tax themselves instead
Certain student employeesSometimesStudents employed by the school they attend, where the work is incidental to study
Certain nonresident aliensSometimesDepends on visa type. F-1, J-1, M-1, Q-1 holders may be exempt in specific circumstances
Members of certain religious groupsSometimesA recognized exemption requiring an approved application, and it is narrow
Sole proprietors and partnersNot applicableThey are not employees. They pay self-employment tax on business profit

The contractor row is the one with real consequences attached. Misclassifying an employee as a contractor to avoid employer FICA is the most expensive routine mistake available to a small business, and the test is in employee versus contractor.

The first two rows are the ones people get wrong most often. Part-time employees generate the identical FICA obligation per dollar of wages as full-time ones. Hiring part-time reduces your total wage bill and therefore your total FICA, but it does not reduce the rate, and an employer who believes part-time staff are somehow cheaper per dollar is mistaken.

And there is no age exemption. A 70-year-old who is already collecting Social Security benefits still pays FICA on any wages they earn, and you still match it. This surprises people, and it surprises the employee more than it surprises you.

If You Are the Owner

Whether you pay FICA depends entirely on how your business is structured, and for two of the three common structures the answer is that you do not pay FICA at all. You pay something else that costs the same.

Your entityDo you pay FICA?What you actually pay
Sole proprietorNo. You are not an employeeSelf-employment tax: 15.3% on net earnings, being both halves of FICA in one payment
Partnership or multi-member LLCNo. Partners are not employeesSelf-employment tax on your share of the profit, through your personal return
S corporation shareholder-employeeYes. You are an employeeFICA on your wages, withheld and matched by the company, exactly like any employee
S corp distributionsNo FICA on distributionsWhich is the entire tax appeal of the S corp election, and also the trap

The S corp row is where the interesting problem lives. Wages get FICA. Distributions do not. So the arithmetic says pay yourself a small salary and take the rest as distributions, and the IRS is entirely aware of that arithmetic, which is why the reasonable compensation requirement exists. An S corp must pay reasonable compensation to a working shareholder before making distributions, and the IRS can and does reclassify distributions as wages where the salary is implausibly low.

Note also that self-employment tax is 15.3 percent, which is not a coincidence. It is both halves of FICA, combined, because as a sole proprietor you are simultaneously the employer and the employee. You do not escape FICA by not being on payroll. You pay all of it yourself, through a different mechanism.

Wages That Confuse People

Not everything you pay an employee is obviously wages, and the answer on FICA is more consistent than people expect: almost all of it is.

PaymentSubject to FICA?Note
BonusesYes, in fullFederal income tax withholding differs, at a flat 22%, but FICA is identical to regular wages
CommissionsYesWages. Same 6.2% and 1.45%, both sides
OvertimeYesWages. No reduced rate for overtime, despite a persistent employee belief otherwise
Retroactive payYesIt is wages you owed. Taxed as wages when paid
Severance payYesGenerally treated as wages and subject to FICA
Tips reported by the employeeYesBoth sides. The employer owes matching FICA on reported tips
Gift cards, any amountYesCash equivalents are always wages. There is no de minimis exception for them
Traditional 401(k) contributionsYesEscapes income tax but NOT FICA. The classic error
Section 125 health premiumsNoReduces the FICA base, lowering both the employee's FICA and your match
Reimbursed business expensesNo, under an accountable planNot wages, provided the plan meets the IRS requirements

Two rows there have guides of their own worth reading. Bonuses and commissions are supplemental pay, which affects income tax withholding but not FICA. And a correction to an underpayment is retro pay, which is wages and therefore fully subject to FICA on both sides.

The gift card row deserves a note because it catches generous employers. A gift card is a cash equivalent and is therefore wages, at any amount. A $25 card handed out as a thank-you is technically reportable wages subject to FICA. It is a strange rule, it feels petty, and it is the rule.

And the 401(k) row is the one that quietly corrupts payroll. It sits directly above the Section 125 row for a reason: they look like the same category of deduction and they behave completely differently. Getting this wrong under-withholds FICA on every check for the entire year.

What It Costs You

Abstract percentages are easy to nod at and hard to feel. Here is FICA as an actual line in an actual budget, for an actual small business.

What FICA actually costs a five-person business in a year
5 employees, $60,000 each
$300,000 total payrollA typical small team. Nobody near the wage base
Employee FICA withheld
$22,9507.65% of $300,000. Comes out of their pay, not yours
Your matching FICA
$22,950The same again, on top of the $300,000 in wages. This is your cost
Total FICA to the IRS
$45,90015.3% of payroll, deposited across the year on your schedule
Of which is trust fund money
$22,950The employee half. This is the amount you could be personally liable for
Your annual FICA cost per employee
$4,590On a $60,000 salary. Before unemployment tax, workers' comp, or a single benefit
The red row is the number to hold onto. Across a year, a five-person business is holding nearly $23,000 of somebody else's money. It passes through the operating account and it is not yours at any point.

The number that should stay with you is the last one: $4,590 per employee per year, on a $60,000 salary, purely in employer FICA. That is before unemployment tax, before workers' compensation, and before you have offered health insurance, a retirement match, or a single day of paid leave.

The full arithmetic of what an employee costs once benefits are added is in how much benefits cost per employee, and the mandatory floor beneath it is workers' compensation insurance.

Which is why the practical rule for hiring is to never say a salary number out loud until you have multiplied it by at least 1.1, and preferably 1.3 once benefits are counted. A $60,000 hire is not a $60,000 decision. It is closer to $66,000 before you have been generous about anything, and businesses that budget on salary alone discover this in month two.

The red row matters for a different reason. Across a year, a five-person business is holding nearly $23,000 of money that is not its own. It arrives in the operating account, it sits there indistinguishable from revenue, and it leaves again. At no point is it yours, and the size of that number is a reasonable measure of the exposure you are carrying if you have never thought about where it lives.

FICA and Your State

Short section, because the answer is simple and the confusion is common. FICA is entirely federal. There is no state FICA, no state version of it, and no state that opts out.

What states do have is their own separate payroll taxes, which sit alongside FICA and are frequently confused with it because they appear on the same pay stub and go out in the same run.

TaxFederal or state?Who pays
FICA: Social Security and MedicareFederal. Identical in all 50 statesEmployee and employer, matched
Federal income tax withholdingFederalEmployee only. You withhold, you do not match
FUTA, federal unemploymentFederalEmployer only. The employee never sees it
SUTA, state unemploymentState. Rate variesEmployer, in most states
State income tax withholdingState. Nine states have noneEmployee only
State disability insuranceState. A handful of statesUsually employee-funded. California's CASDI is an example
Local income taxMunicipal. A few citiesEmployee only

The row people conflate with FICA most often is state disability insurance, because it is another mandatory deduction that appears near the FICA lines on the stub. California's CASDI is the best known example, and it is employee-funded, state-level, and has nothing whatever to do with Social Security or Medicare.

The other state-level obligations that do change with a remote hire, including registration and unemployment insurance, are covered in human resource laws.

The practical consequence for a multi-state employer: FICA is the one thing that does not change when you hire in a new state. Everything else does. The rate is the same in Texas and in New York, the wage base is the same, the deposit rules are the same. It is the single most portable part of payroll, and that is worth knowing when a remote hire generates a pile of new obligations, because FICA is not one of them.

Where FICA Came From

Brief, and worth knowing because it explains the shape of the tax and answers the question employees actually ask, which is not what is this but what am I getting for it.

The Federal Insurance Contributions Act dates to 1935, enacted alongside the Social Security Act during the Depression. The original design principle is visible in the name: contributions, not taxes. The idea was that workers and employers would jointly fund an insurance system that workers would later draw from, which is why the tax is split evenly rather than falling entirely on one side.

Medicare was added in 1965, which is why FICA has two components with different rates and different rules. They were bolted together, and the wage cap on Social Security but not on Medicare is a fossil of that history rather than a considered design.

What your employee gets for it, concretely: Social Security pays retirement benefits, disability benefits, and survivor benefits to their family. Medicare funds hospital insurance from age 65. Eligibility for both is earned through work credits, accumulated by paying this tax. So the honest answer to what is this deduction for is that it is buying them something specific, and it is one of the few payroll deductions where that is true.

The employer side of that same bargain, meaning everything the law requires you to fund on an employee's behalf, is set out in statutory benefits.

That is also a genuinely useful thing to be able to say to an employee who resents the line on their stub. It is not disappearing into a general fund. It is the mechanism by which they qualify for the two programs most people in the US eventually rely on, and you are paying the same amount again on their behalf.

Common Mistakes

Seven recurring failures, and one of them can take your house.

The Recurring Failures
Treating the withheld employee FICA as available cash, which is how the Trust Fund Recovery Penalty happens. Using a stale wage base from an article that has not been updated, which under-withholds every high earner. Deducting a 401(k) contribution from the FICA base, when it does not reduce it. Matching the 0.9 percent Additional Medicare Tax, which you should not, or failing to withhold it, which you must. Confusing the deposit schedule with the pay schedule. Assuming part-time employees generate less FICA per dollar, which they do not. And letting the wage base crossover in autumn surprise an employee who then assumes payroll is broken.
Is your wage base the current one?
$184,500 for 2026. Not $176,100, which is 2025. Check it every January, from the IRS or SSA, not from an article. It is the only figure in FICA that changes.
Does your payroll apply FICA to gross, or to wages after a 401(k)?
It must be applied before the 401(k) deduction and after a Section 125 premium. If your spreadsheet uses one taxable-wage figure for both income tax and FICA, it is wrong.
Are you withholding the 0.9 percent above $200,000?
You must, and you must not match it. Both halves of that sentence are commonly got wrong, in both directions.
Are all twelve deposit deadlines on a calendar?
Not in your head. On a calendar, with reminders, for the whole year. This single habit prevents the most common penalty in payroll.
Does the withheld money leave your operating account?
The best control available and almost nobody does it. Move it out on payroll day. If it is not in the account, you can never spend it by accident.
Do your W-2s reconcile to your four 941s?
The SSA will check. Checking it yourself in December, before the forms go out, catches errors while they are still cheap to fix.

Most of these are process failures rather than knowledge failures, which is the practical case for payroll automation: a system updates the wage base in January without being asked, and applies the correct base to the correct tax every single time.

The deposit calendar and the separate account are the two habits that do almost all the work. Neither is clever, neither costs anything, and together they eliminate the failure mode that ends businesses.

Key Takeaways
FICA is two taxes: Social Security at 6.2 percent and Medicare at 1.45 percent, making 7.65 percent from the employee and 7.65 percent from you.
The combined rate is 15.3 percent of every dollar of wages. The employee only ever sees their half, which is why most people underestimate it.
Social Security stops at the 2026 wage base of $184,500. Medicare has no cap and never stops, at any income level.
The wage base is the only figure in FICA that changes. Verify it every January, and change nothing else.
The Additional Medicare Tax is 0.9 percent on wages above $200,000. You must withhold it, and you must not match it.
A traditional 401(k) does NOT reduce the FICA base. A Section 125 health premium does. Getting this backwards under-withholds all year.
EE means employee and ER means employer. OASDI is Social Security, MED and HI are Medicare. There are only two taxes behind all those labels.
Your deposit schedule is not your pay schedule. For most small employers, FICA on a month's wages is due by the 15th of the next month.
The withheld employee half is trust fund money. It is not yours and it never was, and the corporate form will not protect you if you spend it.
The Trust Fund Recovery Penalty is 100 percent of the unpaid amount, assessed personally, and paying any other creditor first counts as willful.

Frequently Asked Questions

What is FICA tax?

FICA stands for the Federal Insurance Contributions Act. It is the federal payroll tax that funds Social Security and Medicare, and it is paid twice on every dollar of wages: once by the employee, through withholding, and once by the employer, on top of the wages. The employee pays 7.65 percent, being 6.2 percent for Social Security and 1.45 percent for Medicare. The employer pays an identical 7.65 percent. Combined, 15.3 percent of every employee's gross wages goes to the IRS as FICA, and the employer is responsible for withholding, depositing, and reporting all of it.

What is the FICA tax rate for 2026?

7.65 percent from the employee and 7.65 percent from the employer, for a combined 15.3 percent. That splits into Social Security at 6.2 percent each side and Medicare at 1.45 percent each side. Social Security applies only up to the annual wage base, which is $184,500 for 2026, up from $176,100 in 2025. Medicare has no wage base and applies to every dollar. There is also an Additional Medicare Tax of 0.9 percent on employee wages above $200,000, which the employer must withhold but does not match.

How much is FICA tax?

For the employee, 7.65 percent of gross wages, which on a $5,000 paycheck is $382.50. For the employer, the same again: another $382.50. So $765 total leaves for the IRS on that one paycheck. The employee only ever sees their half on the pay stub, which is why most people think FICA is 7.65 percent when the real cost of the tax on a given wage is double that. On wages above the Social Security wage base of $184,500, the rate drops to 1.45 percent each side, because Social Security stops and only Medicare continues.

What is the FICA tax rate for employers?

7.65 percent of each employee's gross wages, matching exactly what you withhold from them: 6.2 percent for Social Security up to the annual wage base, and 1.45 percent for Medicare with no cap. This is a cost of employment paid on top of wages and it is never deducted from the employee. The one exception to the matching rule is the Additional Medicare Tax: you must withhold 0.9 percent on employee wages above $200,000, but there is no employer match on that portion. So above $200,000, the employee pays more than you do.

Is FICA the same as Social Security?

No. Social Security is one half of FICA. FICA is the umbrella term for two separate taxes: Social Security, formally called Old-Age, Survivors, and Disability Insurance or OASDI, at 6.2 percent, and Medicare, formally called Hospital Insurance or HI, at 1.45 percent. On a pay stub they may appear as separate lines labeled FICA-SS and FICA-MED, or as Fed OASDI/EE and Fed MED/EE, or lumped together as one FICA line. They are the same two taxes regardless of what your payroll system calls them.

Is FICA Medicare?

Medicare is part of FICA, but FICA is not only Medicare. FICA consists of two components: Social Security at 6.2 percent and Medicare at 1.45 percent. When a pay stub shows a line labeled FICA-MED, MEDFICA, or Fed MED/EE, that is the Medicare portion of FICA specifically. When it shows FICA-SS or Fed OASDI/EE, that is the Social Security portion. If a stub shows only a single FICA line, it usually combines both at 7.65 percent.

What does FICA EE mean on a pay stub?

EE means employee. FICA EE is therefore the employee's share of FICA, meaning the amount withheld from that person's paycheck. You will also see ER, which means employer, on stubs that display both sides. The employee share is 7.65 percent of gross wages, and the employer share is an identical 7.65 percent that the employer pays on top. Some stubs display both, which occasionally leads employees to believe they were charged twice. They were not: only the EE line comes out of their pay.

What is Fed MED/EE on my pay stub?

The Medicare portion of FICA, withheld from the employee. Fed means federal, MED means Medicare, and EE means employee. It is 1.45 percent of gross wages with no cap at any income level. Its sibling is Fed OASDI/EE, which is the Social Security portion at 6.2 percent, where OASDI stands for Old-Age, Survivors, and Disability Insurance. Different payroll systems use different labels for the same two taxes, which is the entire reason these abbreviations generate so many employee questions.

What is MEDFICA?

MEDFICA is a compressed pay stub label for the Medicare portion of FICA. It is not a separate or additional tax. It is 1.45 percent of gross wages, withheld from the employee, matched by the employer, and applied to every dollar with no wage cap. Payroll systems abbreviate these labels differently, which is why the same tax appears variously as Medicare, FICA-MED, Fed MED/EE, or MEDFICA depending on which system produced the stub.

What is the FICA wage base for 2026?

$184,500, up from $176,100 in 2025. This is the Social Security wage base, and once an employee's year-to-date wages exceed it you stop withholding the 6.2 percent Social Security tax for the remainder of the calendar year, and you stop matching it. Medicare has no wage base at all and continues at 1.45 percent on every dollar regardless of how much the employee earns. The wage base is adjusted annually and it is the only figure in FICA that changes, which makes it the one you must re-verify each January.

How do I calculate FICA tax?

Multiply the employee's gross wages for the pay period by 6.2 percent for Social Security and by 1.45 percent for Medicare, then withhold both. Then calculate the identical amounts again as your employer share. On $5,000 of gross pay, that is $310 plus $72.50, which is $382.50 withheld from the employee, and another $382.50 that you owe. Calculate FICA from gross wages, not from taxable wages after pre-tax deductions, with one important exception: a Section 125 health premium does reduce the FICA base, while a traditional 401(k) contribution does not.

Does a 401(k) contribution reduce FICA?

No, and this is one of the most common payroll errors. A traditional 401(k) contribution reduces the employee's taxable wages for federal income tax purposes, but it does not reduce the base for Social Security and Medicare. The employee still pays FICA on money they deferred into their retirement plan, and so do you. By contrast, a health insurance premium taken pre-tax through a Section 125 cafeteria plan does reduce the FICA base, which lowers both the employee's FICA and your matching contribution.

What happens if I do not deposit FICA taxes?

Penalties, and then something much worse. Late deposits carry a failure-to-deposit penalty that escalates in tiers with lateness, plus interest. But the withheld employee portion of FICA is trust fund money, held on the employee's behalf, and if it goes unpaid the IRS can assess the Trust Fund Recovery Penalty under IRC section 6672. That penalty is 100 percent of the unpaid trust fund tax, assessed personally against any responsible person, and it survives business closure, dissolution, and in most cases bankruptcy. The corporate form does not protect you from it.

Who is a responsible person for FICA penalties?

Anyone with the duty and the authority to collect, account for, and pay over the withheld taxes. The IRS says this can be an officer of a corporation, a partner, a sole proprietor, or an employee of any form of business, and a trustee or agent with authority over the funds can also be held responsible. The practical test is who can effectively control which bills get paid and when. More than one person can be a responsible person for the same quarter, and each is jointly and severally liable. Being a non-owner employee does not automatically protect you.

What does willful mean for the Trust Fund Recovery Penalty?

Much less than it sounds. The IRS says willfully means voluntarily, consciously, and intentionally, and states plainly that you are acting willfully if you pay other expenses of the business instead of the withholding taxes. No evil intent, no bad motive, and no attempt to defraud is required. Paying your landlord when you knew the payroll taxes were due is enough. Recklessly disregarding an obvious risk that the taxes were not being paid also counts, which means ignoring IRS notices satisfies the test.

Is the employer match part of the Trust Fund Recovery Penalty?

No, and this is a detail almost everyone gets wrong. The Trust Fund Recovery Penalty applies only to the employee's portion of employment taxes, meaning the withheld income tax and the employee's half of Social Security and Medicare. Your employer matching half of FICA is your own liability, and it is genuinely owed, but it is not trust fund money and is not subject to the personal penalty. The IRS carves out the employer match and pursues only the employee-side withholdings when assessing personal liability.

Who is exempt from FICA tax?

Very few people. Certain nonresident aliens on specific visa types, some students employed by the school they attend where the employment is incidental to their studies, members of certain recognized religious groups who have an approved exemption, and some foreign government employees. Notably, there is no exemption based on age: an employee who is already receiving Social Security benefits still pays FICA on wages. And there is no exemption for part-time work: FICA applies to wages, not to schedules, so a part-time employee generates the same 7.65 percent employer obligation per dollar as a full-time one.

Do part-time employees pay FICA?

Yes, on every dollar. FICA applies to wages rather than to hours or schedules, which means a part-time employee generates exactly the same 6.2 percent and 1.45 percent obligations, on both sides, as a full-time one. There is no minimum earnings threshold below which FICA does not apply, and no exemption based on hours worked. Employers who assume that hiring part-time reduces their payroll tax burden per dollar of wages are mistaken: it reduces total wages, and therefore total FICA, but the rate is identical.

Do I pay FICA on myself as a business owner?

It depends on your entity. A sole proprietor or partner is not an employee and does not go through payroll, so they pay no FICA. Instead they pay self-employment tax, which is 15.3 percent on net earnings from self-employment, being both halves of FICA in one payment made through their personal return. An S corporation shareholder who works in the business is an employee, does go on payroll, and does pay FICA on their wages, with the company matching. This is why S corp reasonable compensation is a live issue: wages get FICA and distributions do not.

Is FICA withheld from bonuses?

Yes, in full. Bonuses are wages, and Social Security and Medicare apply to them exactly as to regular pay. What differs is federal income tax withholding, where a flat 22 percent may be used for supplemental wages paid separately, but that is a difference in income tax method rather than in FICA. The same is true of commissions, overtime, severance, and retroactive pay: all of it is wages, all of it gets FICA, and all of it is matched by the employer.

Do I withhold FICA from contractors?

No. Independent contractors are not employees, do not go through payroll, and have nothing withheld. You pay them the full invoiced amount and you owe no employer FICA on it. They pay self-employment tax themselves, which is both halves of FICA at 15.3 percent, through their own return. That absence of employer FICA is a large part of why misclassifying an employee as a contractor is tempting, and it is precisely why the IRS polices classification so closely. The saving is not a saving; it is a liability.

What form do I report FICA on?

Form 941 quarterly, which reports the wages you paid and the Social Security and Medicare taxes for that quarter, both the withheld employee portion and your matching employer portion. Some very small employers file Form 944 annually instead, but only if the IRS notifies them to do so. At year end, each employee's Social Security tax withheld goes in Box 4 of their W-2 and their Medicare tax withheld goes in Box 6, with the corresponding wages in Boxes 3 and 5. Those W-2 totals must reconcile to the sum of your four quarterly 941 filings.

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