Self-Employed Health Insurance Deduction Calculator

Calculate your self-employed health insurance deduction and see how much you can save on taxes

Keep your premium budgeting on track with BudgetBuddy, sync paycheck estimates inside PayWise, and double-check deduction amounts with TaxWiser before filing.

Health Insurance Deduction Calculator

Health Insurance Premiums

$

Your monthly premium for health insurance

$
$
$

Business & Tax Information

$

Your net business profit after expenses

Your marginal tax rate

Important: You can only deduct health insurance premiums up to your net self-employment income. If you have access to employer-sponsored insurance through a spouse, you may not be eligible for this deduction.

Your Health Insurance Deduction

Annual Premiums

$6,780

Deductible Amount

$6,780

Tax Savings

$2,010

Breakdown

Monthly Health Insurance$500
Monthly Dental Insurance$50
Monthly Vision Insurance$15
Monthly Long-Term Care$0
Total Monthly Premiums$565
Total Annual Premiums$6,780

Tax Impact

Deductible Amount$6,780
Your Tax Bracket22%
Self-Employment Tax Savings (7.65%)$519
Income Tax Savings$1,492
Total Tax Savings$2,010

Disclaimer: This calculator is for educational purposes only. Eligibility for the self-employed health insurance deduction depends on various factors. Consult a tax professional for personalized advice.

How the Self-Employed Health Insurance Deduction Works

If you're self-employed, you may be able to deduct 100% of your health insurance premiums on your tax return. This is an "above-the-line" deduction that reduces your adjusted gross income (AGI).

What's Included?

  • Health insurance premiums
  • Dental insurance premiums
  • Vision insurance premiums
  • Long-term care insurance (subject to age-based limits)
  • Medicare premiums (including Parts A, B, C, and D) if you're over 65

Eligibility Requirements

  • You must have a net profit from self-employment
  • You cannot be eligible for employer-sponsored insurance through your or your spouse's employer
  • The insurance plan must be established under your business
  • You cannot deduct more than your net self-employment income

Tax Benefits

The self-employed health insurance deduction provides two key tax benefits:

  1. Reduces Income Tax: The deduction lowers your adjusted gross income (AGI), which reduces your income tax liability based on your tax bracket.
  2. Reduces Self-Employment Tax: By lowering your AGI, it also reduces your self-employment tax liability by approximately 7.65% of the deduction amount.

This makes the total tax savings roughly equal to your marginal tax bracket plus 7.65% (half of the 15.3% self-employment tax rate).

Tips to Maximize Your Deduction

Keep detailed records: Save all premium payment receipts and proof of coverage throughout the year.

Include your family: You can deduct premiums for yourself, your spouse, and dependents.

Consider an HSA: If you have a high-deductible health plan, you can also contribute to a Health Savings Account for additional tax benefits.

Report on Form 1040: The deduction is claimed on Schedule 1 (Line 17) and reduces your AGI on Form 1040.

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