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"Nanny Tax" - Payroll for Domestic Employees


If you pay more than a threshold amount, you are required to prepare a stripped-down sort of payroll for your household employees. In that case, you issue a W2 to the employee, and you pay any federal payroll taxes with your individual tax return. Separately, you would pay unemployment tax to the state. This is the so-called nanny tax that has tripped up many an aspiring political appointee who failed to pay it properly.

 

You would avoid this set of tax rules if the person is not an employee, but an independent businessperson. For example, a contract cleaning service is not your employee. Nor is a landscaping company. But a gardener on the grounds of your estate? An employee.

 

Many domestic employees cheerfully work “under the table”. Trouble arises when something goes wrong and, suddenly, the employee claims exploitation or violation of her rights – or even, more simply, that she didn’t know she owed tax on the income and blames you for the omission. Non-income tax aspects of domestic employment can also be important. For example domestic employees are generally entitled to protection of labor laws, and to unemployment insurance coverage. As an employer, you can end up in hot water where following the rules would not have cost you much.

 

Here are some FAQs on the subject.

 

1. What is the threshold amount of compensation that triggers this tax regime?

 

$1700 or more in 2011 to any one household employee or $1000 or more in any calendar quarter of 2011 to household employees.

 

2. How much tax do I have to pay for the amount I have estimated above ? (i.e., if I pay my worker $15 per hour, is my effective rate now $17/hour after adding $2/hr for tax?)

 

The taxes and expenses to consider are

 

·         Social Security

·         Medicare

·         Federal Unemployment (FUTA)

·         State Unemployment  (SUTA)

·         Workers Compensation - required in MA if the employee works at least 16 hours per week

 

Social Security and Medicare together amount to 7.65% of the first $106,800 of wages you pay each employee.

 

The worker is also supposed to pay 5.65% in 2011. In most jobs, the worker’s share is withheld from his or her pay. In household employee situations, frequently the boss pays the Social Security and Medicare tax on behalf of the worker. In that case, you have to do some math to figure out just how much to pay. That’s because your payment of the tax for the nanny is itself compensation.

 

Social Security and Medicare are the expensive taxes. The others are not so bad. FUTA is a max of $56 per year per worker. SUTA varies, but budget $300 per year per worker. Workers Compensation is not mandatory in Massachusetts unless the worker puts in at least 16 hours per week. If you provide workers comp, it should cost a few hundred dollars per year.

 

So, if you will withhold the Social Security and Medicare taxes from the worker’s pay, a budget might be $16.50 or $17.00 per hour once those taxes are added in, and $17.00 to $17.50 if you will pay the Social Security and Medicare tax for the worker. The taxes really aren’t that costly. The hassle of complying with all of this is more the point.

 

You also are required to verify the worker’s eligibility to work in the USA by having her complete Form I-9.

 

3. How should I pay the worker? (i.e., via check or cash) 

 

It is legal to pay either way. But I would recommend checks to provide a clear record of her payments. This way she cannot later get confused and say you haven’t paid her, when you have.

 

4. How do we prepare her tax documentation (i.e., do we issue her a 1099?)

 

You issue her a Form W2 by the last day of January 2012. You report household employee Social Security and Medicare and FUTA taxes to the IRS as part of your individual tax return. As with other federal income taxes, you are generally required to prepay federal nanny taxes. You do this through withholding at work or through estimated tax installments. If your prepayments don’t cover all of the tax due, you pay the balance with your return in April. You pay SUTA to the relative state agency. You pay optional Workers Compensation to an insurance company.  Most insurance agents handle Workers Compensation; one idea is to start with whatever agency sells you car or homeowners insurance. The rates are the same for the same sorts of employees under Workers Compensation policies.

 

There are payroll services which specialize in managing nanny tax for household employers. They charge a fee for doing so but generally do a good job making sure the required taxes get withheld and deposited.

 

 

Here are links:

 

Federal Household Employer's Tax Guide

 

Massachusetts Household Employment Tax Guide

 

 

 

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Last revised: 12/23/2010