Contractor vs Employee

Understanding the key differences and classification factors for federal rules.

Independent Contractor
1099 Form
A person or business that provides services to another entity under terms specified in a contract.

Key characteristics:

  • Controls how work is performed
  • Sets own schedule
  • Provides own tools and equipment
  • Can work for multiple clients
  • Pays own taxes (self-employment tax)
  • No benefits provided
Employee
W-2 Form
A person who works for an employer under the employer's control and direction.

Key characteristics:

  • Employer controls how work is done
  • Set schedule by employer
  • Employer provides tools and equipment
  • Typically works for one employer
  • Employer withholds taxes
  • May receive benefits
Classification Factors

The IRS and Department of Labor consider multiple factors when determining classification. No single factor is determinative, but these are key considerations:

Behavioral Control

  • Instructions and training provided
  • Evaluation systems
  • Degree of instruction

Financial Control

  • Investment in equipment
  • Opportunity for profit/loss
  • Services available to market

Relationship Type

  • Written contracts
  • Benefits provided
  • Permanency of relationship

Important Note

Misclassification can result in penalties, back taxes, and legal issues. When in doubt, consult with a tax professional.