SE-1
Cat. No. 24334P
1999
Instructions for
Schedule SE,
Self-Employment
Tax
Use Schedule SE (Form 1040) to figure the tax due on net earnings from self-employment.
The Social Security Administration uses the information from Schedule SE to figure your
benefits under the social security program. This tax applies no matter how old you are and
even if you are already getting social security or Medicare benefits.
Additional Information. See Pub. 533 for more details.
General Instructions
A Change To Note
For 1999, the maximum amount of self-
employment income subject to social secu-
rity tax is $72,600.
Who Must File Schedule SE
You must file Schedule SE if:
1. You were self-employed and your net
earnings from self-employment from other
than church employee income were $400 or
more, or
2. You had church employee income of
$108.28 or moresee Employees of
Churches and Church Organizations
below.
Who Must Pay Self-
Employment (SE) Tax?
Self-Employed Persons
You must pay SE tax if you had net earnings
of $400 or more as a self-employed person.
If you are in business for yourself or you
are a farmer, you are self-employed.
You must also pay SE tax on your share
of certain partnership income and your guar-
anteed payments. See Partnership Income
or Loss on page SE-2.
Employees of Churches and
Church Organizations
If you had church employee income of
$108.28 or more, you must pay SE tax.
Church employee income is wages you re-
ceived as an employee (other than as a min-
ister or member of a religious order) from
a church or qualified church-controlled or-
ganization that has a certificate in effect
electing an exemption from employer social
security and Medicare taxes.
Ministers and Members of
Religious Orders
In most cases, you must pay SE tax on sal-
aries and other income for services you per-
formed as a minister, a member of a
religious order who has not taken a vow of
poverty, or a Christian Science practitioner.
But if you filed Form 4361 and received
IRS approval, you will be exempt from
paying SE tax on those net earnings. If you
had no other income subject to SE tax, write
ExemptForm 4361 on line 50 of Form
1040. However, if you had other earnings
of $400 or more subject to SE tax, see line
A at the top of Long Schedule SE.
Note. If you have ever filed Form 2031 to
elect social security coverage on your earn-
ings as a minister, you cannot revoke that
election now.
If you must pay SE tax, include this
income on line 2 of either Short or Long
Schedule SE. But do not report it on line 5a
of Long Schedule SE; it is not considered
church employee income. Also, include on
line 2:
The rental value of a home or an al-
lowance for a home furnished to you (in-
cluding payments for utilities) and
The value of meals and lodging
provided to you, your spouse, and your de-
pendents for your employers convenience.
However, do not include on line 2:
Retirement benefits you received from
a church plan after retirement, or
The rental value of a home or an al-
lowance for a home furnished to you (in-
cluding
payments
for
utilities)
after
retirement.
If you were a duly ordained minister who
was an employee of a church and you must
pay SE tax, the unreimbursed business ex-
penses that you incurred as a church em-
ployee are allowed only as an itemized
deduction for income tax purposes. Subtract
the allowable amount from your SE earnings
when figuring your SE tax.
If you were a U.S. citizen or resident alien
serving outside the United States as a min-
ister or member of a religious order and you
must pay SE tax, you may not reduce your
net earnings by the foreign housing exclu-
sion or deduction.
For more details, see Pub. 517.
Members of Certain Religious
Sects
If you have conscientious objections to
social security insurance because of your
membership in and belief in the teachings
of a religious sect recognized as being in
existence at all times since December 31,
1950, and which has provided a reasonable
level of living for its dependent members,
you are exempt from SE tax if you received
IRS approval by filing Form 4029. In this
case, do not file Schedule SE. Instead, write
ExemptForm 4029 on Form 1040, line
50. See Pub. 517 for more details.
U.S. Citizens Employed by Foreign
Governments or International
Organizations
You must pay SE tax on income you earned
as a U.S. citizen employed by a foreign gov-
ernment (or, in certain cases, by a wholly
owned instrumentality of a foreign govern-
ment or an international organization under
the International Organizations Immunities
Act) for services performed in the United
States, Puerto Rico, Guam, American
Samoa, the Commonwealth of the Northern
Mariana Islands (CNMI), or the Virgin Is-
lands. Report income from this employment
on Schedule SE (Section A or B), line 2. If
you performed services elsewhere as an em-
ployee of a foreign government or an inter-
national organization, those earnings are
exempt from SE tax.
U.S. Citizens or Resident Aliens
Living Outside the United States
If you are a self-employed U.S. citizen or
resident alien living outside the United
States, in most cases you must pay SE tax.
You may not reduce your foreign earnings
from self-employment by your foreign
earned income exclusion.
Exception. The United States has social se-
curity agreements with many countries to
eliminate dual taxes under two social secu-
rity systems. Under these agreements, you
must generally pay social security and Med-
icare taxes to only the country you live in.
The United States now has social security
agreements with the following countries: