💵 Bonus Tax Calculator 2024

Calculate tax withholding on bonuses and supplemental income using IRS Percentage Method or Aggregate Method

Bonus Information

Your regular annual salary (excluding bonus)

Tax Information

Number from your W-4 form
CA: 9.3%, NY: 6.85%, TX: 0%

Results

Enter your bonus information and click Calculate to see results.

About Bonus Tax Withholding

Supplemental Wages

Bonuses, commissions, overtime pay, severance pay, awards, and prizes are considered supplemental wages by the IRS. Employers can use one of two methods to calculate federal tax withholding on supplemental wages.

Method 1: Percentage Method (Flat Rate)

This is the simpler method where the employer withholds a flat 22% federal tax rate on bonuses up to $1 million. For bonuses over $1 million, the excess is taxed at 37%.

When Used:

Advantages:

Method 2: Aggregate Method

The employer combines the bonus with your regular wages for the pay period and calculates withholding as if it's one payment. This uses your regular withholding rate based on W-4 information.

When Used:

How It Works:

  1. Add bonus to regular pay for the period
  2. Calculate withholding on total amount
  3. Subtract withholding on regular pay alone
  4. Difference is bonus withholding

FICA Taxes on Bonuses

Both methods require FICA withholding:

State Tax Withholding

State withholding varies by state. Some states use a flat supplemental rate, while others use the aggregate method. Nine states have no income tax: Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington, and Wyoming.

Will You Owe More Tax?

The withholding amount is just an estimate. Your actual tax liability depends on your total annual income and deductions. If too little is withheld, you may owe when filing. If too much is withheld, you'll get a refund.

Which Method is Better?

Percentage Method (22%): Usually better if you're in the 24%+ tax bracket, as 22% may be lower than your marginal rate.

Aggregate Method: May be better if you're in the 12% or lower tax bracket, as it will withhold at your actual rate instead of 22%.

Strategies to Reduce Bonus Tax

Reporting

Bonuses are reported as wages on your W-2 in Box 1 along with your regular salary. The federal tax withheld appears in Box 2. You'll pay any additional tax owed (or receive a refund) when you file your tax return.

Frequently Asked Questions

Why is my bonus taxed at 22%?

The 22% rate is the IRS flat withholding rate for supplemental wages (bonuses) under $1 million when using the Percentage Method. This is just withholding, not your actual tax rate. Your actual tax liability depends on your total annual income and will be calculated when you file your tax return. You may get a refund if too much was withheld.

Which withholding method will my employer use?

Your employer chooses the method. Most use the Percentage Method (22% flat rate) when bonuses are paid separately from regular wages. The Aggregate Method is typically used when bonuses are combined with regular paychecks. You can ask your HR or payroll department which method they use, but you cannot choose the method yourself.

Will I owe more taxes on my bonus when I file?

It depends on your total income and tax bracket. The withholding is just an estimate. If you're in a tax bracket higher than 22%, you may owe more. If you're in a lower bracket, you'll likely get a refund. The bonus increases your annual income, which could push you into a higher tax bracket for the portion above the threshold.

Can I reduce the tax on my bonus?

Yes, several strategies can help: 1) Contribute to your 401(k) or other pre-tax retirement accounts, 2) Contribute to an HSA if eligible, 3) Request the bonus be split across multiple pay periods, 4) Increase tax-deductible expenses like charitable donations. However, you cannot avoid FICA taxes (Social Security and Medicare) on the bonus.

What's the difference between withholding and actual tax?

Withholding is the amount your employer takes out of your paycheck and sends to the IRS as an estimated payment. Your actual tax liability is calculated when you file your tax return based on your total annual income, deductions, and credits. If withholding exceeds your actual tax, you get a refund. If it's less, you owe the difference.

Do state taxes apply to bonuses?

Yes, in most states. State withholding rules vary—some use a flat supplemental rate, others use the aggregate method. Nine states have no income tax: Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington, and Wyoming. Check your state's specific rules or consult your employer's payroll department.