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¿Qué es el Crédito Tributario Adicional por Hijos?

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • February 6, 2024 4:51 PM
OVERVIEW

Si no puedes reclamar el Crédito Tributario por Hijos completo porque el impuesto que debes es menor que el crédito disponible, tal vez puedas reclamar el Crédito Tributario Adicional por Hijos reembolsable.

 

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Puntos clave

  • El Crédito Tributario por Hijos (CTC) estándar provee hasta $2,000 en reducciones de impuestos por cada hijo que cumpla los requisitos calificadores.

  • El CTC puede reducir tus impuestos solo hasta cero. Si debes menos de $2,000 en impuestos, no recibes ninguna porción no utilizada del crédito como reembolso.

  • El Crédito Tributario Adicional por Hijos te permite recibir hasta $1,600 de los $2,000 por hijo como reembolso para el 2023 y 2024.

  • Para determinar si eres elegible para reclamar el Crédito Tributario por Hijos Adicional, completa la Hoja de Cálculo del Crédito Tributario por Hijos en las instrucciones del Formulario 1040. Si calificas, completa el Anexo 8812 para reclamar el Crédito Tributario Adicional por Hijos.  

Crédito Tributario por Hijos reembolsable

Criar un hijo es costoso. Según un informe publicado por el Departamento de Agricultura de los Estados Unidos en 2015, proveer alimentos, vivienda, transporte, cuidado médico, vestimenta, cuidado de hijos, educación y todo lo que un niño necesita desde que nace hasta los 17 años cuesta unos $233,000. Por suerte, el Crédito Tributario Adicional por Hijos (ACTC, por sus siglas en inglés) brinda a los padres una oportunidad no solo de reducir sus impuestos para ayudar a compensar estos costos, sino también de que posiblemente les devuelvan más dinero.

Crédito Tributario por Hijos Adicional para el 2023 y 2024

Para entender qué es el Crédito Tributario Adicional por Hijos, primero hay que saber qué es el Crédito Tributario por Hijos estándar (CTC, por sus siglas en inglés).

El Crédito Tributario por Hijos tiene un tope de $2,000 por cada hijo que cumpla los siguientes requisitos:

  • Ser menor de 17 años al final del año tributario.
  • Ser tu hijo/a, hijastro/a, hijo/a de crianza, hermano/a, hermanastro/a, nieto/a o sobrino/a.
  • Que lo hayas reclamado como dependiente.
  • No haberse hecho cargo de más de la mitad de sus propios gastos.
  • Haber vivido contigo durante más de la mitad del año.
  • Ser ciudadano, nativo o residente extranjero de los EE. UU.
  • No presentar ninguna declaración de casados que declaran de forma conjunta con ninguna otra persona, a menos que lo haga por el único motivo de reclamar un reembolso de retenciones de impuestos o de pagos de impuestos estimados.

Al igual que otros créditos tributarios, el Crédito Tributario por Hijos es una reducción dólar por dólar de la cantidad de tus impuestos.

Si tu Crédito Tributario por Hijos disponible es superior a tu responsabilidad de impuestos, con el Crédito Tributario por Hijos solo puedes reducir tu factura de impuestos a cero, es decir, no se te reembolsa ninguna porción del crédito sin usar.

Sin embargo, sí podrás reclamar el Crédito Tributario Adicional por Hijos, que te permite recibir hasta $1,600 por hijo de los $2,000 del Crédito Tributario por Hijos como reembolso para el 2023 y 2024.  Esto significa que recibes un cheque por la parte restante del Crédito Tributario por Hijos (con un tope de $1,600 por hijo) una vez que tu factura de impuestos se reduce a cero.

Para determinar si eres elegible para reclamar el Crédito Tributario Adicional por Hijos, puedes completar la hoja de cálculo que se incluye en las instrucciones del Formulario 1040. Si calificas, en la hoja de cálculo se te indicará que completes el Anexo 8812 y reclames el Crédito Tributario Adicional por Hijos.

Si usas TurboTax para preparar tu declaración de impuestos, no tienes que completar ninguna hoja de cálculo ni preocuparte por qué formularios usar. TurboTax te hará algunas preguntas sencillas sobre tus dependientes y tus ingresos, calculará el crédito y completará por ti todos los formularios que corresponda.

Solo para el 2021:

Impacto del estímulo sobre el Crédito Tributario por Hijos y el Crédito Tributario por Hijos Adicional para el 2021

Adelantos del Crédito Tributario por Hijos

La Ley del Plan de Rescate Estadounidense, que se sancionó en marzo de 2021, autorizó la ampliación del Crédito Tributario por Hijos y la posibilidad de que pueda adelantarse. La mayoría de las familias no tiene que hacer nada para recibir el adelanto. Por lo general, el IRS (Servicio de Impuestos Internos) calculará la cantidad del pago a partir de tu declaración de impuestos de 2020. Las familias elegibles recibirán adelantos, ya sea por depósito directo o por cheque.

Estos pagos constituyen un adelanto del Crédito Tributario por Hijos de 2021. La cantidad que recibas se conciliará con la cantidad para la que seas elegible al momento de preparar tu declaración de impuestos de 2021 en 2022. La mayoría de las familias recibirá aproximadamente la mitad de su crédito tributario a través de los adelantos. Si recibes una cantidad muy baja, se te deberá una cantidad adicional en tu declaración de impuestos. En el caso improbable de que recibas una cantidad muy alta, es posible que tengas que devolver el exceso, según tu nivel de ingresos.

Nota de TurboTax:

Para reducir las reclamaciones fraudulentas, La Ley de Protección contra Alzas de Impuestos a los Estadounidenses (PATH, por sus siglas en inglés) de 2015 otorgó más tiempo al IRS para revisar las declaraciones de impuestos y evitar el procesamiento de declaraciones fraudulentas. Generalmente, el IRS no emite reembolsos antes del 15 de febrero para ningún contribuyente que reclame el Crédito Tributario Adicional por Hijos.

Cambios realizados al Crédito Tributario por Hijos

El Plan de Rescate Estadounidense aumentó el mínimo del Crédito Tributario por Hijos para 2021 a $3,600 para hijos menores de 6 años que califican y a $3,000 por hijo para hijos de entre 6 y 17 años que califican. Antes de 2021, el crédito tenía un valor máximo de $2,000 por hijo elegible, y los hijos mayores de 17 no eran elegibles para el crédito.

Los cambios realizados al Crédito Tributario por Hijos para 2021 fijaron límites de ingresos más bajos que los del Crédito Tributario por Hijos original. Las familias que no califican para el crédito con estos límites de ingresos aún son elegibles para el crédito de $2,000 por hijo con los ingresos y las cantidades para la eliminación gradual.

Además, el crédito completo es totalmente reembolsable para 2021. Es decir que las familias elegibles pueden obtenerlo, aunque no deban impuestos federales sobre el ingreso.

Antes de este año, la porción reembolsable se limitaba a $1,400 por hijo y se aplicaban otros requisitos relacionados con los ingresos del trabajo para obtenerla. En 2021, no hay requisitos sobre los ingresos del trabajo.

Para obtener actualizaciones y más información, consulta nuestra publicación del blog sobre el Crédito Tributario por Hijos de 2021.

¿Quién puede reclamar el Crédito Tributario Adicional por Hijos?

El Crédito Tributario por Hijos y el Crédito Tributario Adicional por Hijos están pensados para ayudar a padres trabajadores con ingresos de bajos a moderados. Por ese motivo, para reclamar el ACTC, las familias deben haber obtenido un mínimo de $2,500 de ingresos del trabajo. Los ingresos del trabajo pueden provenir de sueldos y salarios, de trabajo por cuenta propia y de pagos por alguna discapacidad. Aquellos padres cuyos ingresos provengan únicamente de ingresos que no son del trabajo, como intereses y dividendos, pensiones y anualidades, Seguro Social, desempleo, sustento financiero para hijos o pensión al cónyuge, no califican.

Para los contribuyentes con ingresos altos, tanto el Crédito Tributario por Hijos como el Crédito Tributario Adicional por Hijos se eliminan gradualmente. Para las parejas casadas con un Ingreso Bruto Ajustado Modificado (MAGI, por sus siglas en inglés) superior a $400,000 y otros estados civiles con un MAGI superior a $200,000, el crédito se reducirá en $50 por cada $1,000 o parte de $1,000 cuando el MAGI supere las cantidades mencionadas.

Para reclamar el Crédito Tributario Adicional por Hijos, tu hijo debe tener un número de Seguro Social. De lo contrario, no será elegible para que reclames el crédito.

Cómo recibir el reembolso del Crédito Tributario Adicional por Hijos

Los créditos tributarios reembolsables, como el Crédito Tributario Adicional por Hijos, son particularmente atractivos para los estafadores que presentan declaraciones de impuestos adulteradas y reclaman reembolsos más altos. La Ley de Protección contra Alzas de Impuestos a los Estadounidenses (PATH, por sus siglas en inglés) de 2015 otorgó más tiempo al IRS para revisar las declaraciones de impuestos y evitar el procesamiento de declaraciones fraudulentas.

De acuerdo con la Ley PATH, el IRS no puede emitir reembolsos antes del 15 de febrero para ningún contribuyente que reclame el Crédito Tributario por Ingreso del Trabajo o el Crédito Tributario Adicional por Hijos. La regla se aplica a la totalidad del reembolso, de modo que no podrás recibir cheques separados por las porciones del reembolso asociadas o no al Crédito Tributario Adicional por Hijos. En otras palabras, se demorará el reembolso en su totalidad.

Esto significa que, incluso si presentas tu declaración de impuestos a principios de enero, el IRS retendrá el reembolso hasta el 15 de febrero como mínimo.

Crédito para años tributarios anteriores a 2018

Antes de la Ley de Empleos y Reducción de Impuestos (TCJA, por sus siglas en inglés) de 2017, el Crédito Tributario por Hijos y el Crédito Tributario Adicional por Hijos presentaban algunas diferencias. El Crédito Tributario por Hijos tenía un tope de $1,000 por hijo. No se reembolsaba ninguna porción, por lo tanto, si tu responsabilidad de impuestos se reducía a cero, la parte excedente del crédito no afectaba el reembolso.

El Crédito Tributario Adicional por Hijos era un crédito tributario completamente separado, pero solo se aplicaba a las familias con ingresos del trabajo superiores a $3,000. Las familias recibían un crédito reembolsable equivalente al 15% de sus ingresos del trabajo por encima de dicho límite, con un tope de $1,000 por hijo.

Al combinarlos en un solo crédito de $2,000, la reforma tributaria los simplificó un poco. El hecho de reducir el límite para los ingresos del trabajo y aumentar los niveles de eliminación gradual, también permitió que más contribuyentes los aprovecharan.

TurboTax se ocupa de todo

Para reclamar el Crédito Tributario Adicional por Hijos, tienes que completar el Anexo 8812 y adjuntarlo al Formulario 1040 o al Formulario 1040-SR. Pero no te preocupes por memorizar todas las reglas y limitaciones para reclamar este crédito.

Con TurboTax Live Full Service, un experto bilingüe local elegido según tu situación en particular se ocupará de tus impuestos por ti de principio a fin. O bien, obtén ayuda y asesoramiento ilimitados de expertos en impuestos bilingües mientras preparas tu declaración con TurboTax Live Assisted.

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  • #1 online tax filing solution for self-employed: Based upon IRS Sole Proprietor data as of 2023, tax year 2022. Self-Employed defined as a return with a Schedule C tax form. Online competitor data is extrapolated from press releases and SEC filings. “Online” is defined as an individual income tax DIY return (non-preparer signed) that was prepared online & either e-filed or printed, not including returns prepared through desktop software or FFA prepared returns, 2022.

  • CompleteCheck: Covered under the TurboTax accurate calculations and maximum refund guarantees. Limitations apply. See Terms of Service for details.
  • TurboTax Premium Pricing Comparison: Cost savings based on a comparison of TurboTax product prices to average prices set forth in the 2020-2021 NSA Fees-Acct-Tax Practices Survey Report.

  • 1099-K Snap and Autofill: Available in mobile app and mobile web only.

  • 1099-NEC Snap and Autofill: Available in TurboTax Premium (formerly Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed). Available in mobile app only. Feature available within Schedule C tax form for TurboTax filers with 1099-NEC income.

  • Year-Round Tax Estimator: Available in TurboTax Premium (formerly Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed). This product feature is only available after you finish and file in a self-employed TurboTax product.

  • **Refer a Friend: Rewards good for up to 20 friends, or $500 - see official terms and conditions for more details.

  • Refer your Expert (Intuit’s own experts): Rewards good for up to 20 referrals, or $500 - see official terms and conditions for more details.

  • Refer your Expert (TurboTax Verified Independent Pro): Rewards good for up to 20 referrals, or $500 - see official terms and conditions for more details.

  • Average Refund Amount: Sum of $3140 is the average refund American taxpayers received based upon IRS data date ending 2/17/23 and may not reflect actual refund amount received.

  • Average Deduction Amount: Based on the average amount of deductions/expenses found by TurboTax Self Employed customers who filed expenses on Schedule C in Tax Year 2022 and may not reflect actual deductions found.

  • More self-employed deductions based on the median amount of expenses found by TurboTax Premium (formerly Self Employed) customers who synced accounts, imported and categorized transactions compared to manual entry. Individual results may vary.

  • TurboTax Online Business Products: For TurboTax Live Assisted Business and TurboTax Full Service Business, we currently don’t support the following tax situations: C-Corps (Form 1120-C), Trust/Estates (Form 1041), Multiple state filings, Tax Exempt Entities/Non-Profits, Entities electing to be treated as a C-Corp, Schedule C Sole proprietorship, Payroll, Sales tax, Quarterly filings, and Foreign Income. TurboTax Live Assisted Business is currently available only in AK, AZ, CA, CO, CT, DE, FL, GA, IL, KS, MA, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, PA, RI, SD, TN, TX, UT, VA, WA, WV and WY.

  • Audit Defense: Audit Defense is a third-party add-on service provided, for a fee, by TaxResources, Inc., dba Tax Audit. See Membership Agreements at https://turbotax.intuit.com/corp/softwarelicense/ for service terms and conditions. 

TURBOTAX DESKTOP GUARANTEES

TurboTax Desktop Individual Returns:

  • 100% Accurate Calculations Guarantee – Individual Returns: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we’ll pay you the penalty and interest. Excludes payment plans. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See License Agreement for details.

  • Maximum Refund Guarantee / Maximum Tax Savings Guarantee - or Your Money Back – Individual Returns: If you get a larger refund or smaller tax due from another tax preparation method by filing an amended return, we'll refund the applicable TurboTax federal and/or state software license purchase price you paid. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See License Agreement for details.

  • Audit Support Guarantee – Individual Returns: If you receive an audit letter from the IRS or State Department of Revenue based on your 2023 TurboTax individual tax return, we will provide one-on-one question-and-answer support with a tax professional, if requested through our Audit Support Center, for audited individual returns filed with TurboTax Desktop for the current 2023 tax year and, for individual, non-business returns, for the past two tax years (2021, 2022). Audit support is informational only. We will not represent you before the IRS or state tax authority or provide legal advice. If we are not able to connect you to one of our tax professionals, we will refund the applicable TurboTax federal and/or state license purchase price you paid. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See License Agreement for details.

  • Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely satisfied with TurboTax Desktop, go to refundrequest.intuit.com within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt.

TurboTax Desktop Business Returns:

  • 100% Accurate Calculations Guarantee – Business Returns: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we’ll pay you the penalty and interest. Excludes payment plans. You are responsible for paying any additional tax liability you may owe. Additional terms and limitations apply. See License Agreement for details.

  • Maximum Tax Savings Guarantee – Business Returns: If you get a smaller tax due (or larger business tax refund) from another tax preparation method using the same data, TurboTax will refund the applicable TurboTax Desktop Business license purchase price you paid. Additional terms and limitations apply. See License Agreement for details.

  • Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely satisfied with TurboTax Desktop, go to refundrequest.intuit.com within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt.

TURBOTAX DESKTOP

  • Installation Requirements: Product download, installation and activation requires an Intuit Account and internet connection. Product limited to one account per license code. You must accept the TurboTax License Agreement to use this product. Not for use by paid preparers.

  • TurboTax Desktop Products: Price includes tax preparation and printing of federal tax returns and free federal e-file of up to 5 federal tax returns. Additional fees may apply for e-filing state returns. E-file fees may not apply in certain states, check here for details. Savings and price comparison based on anticipated price increase. Software updates and optional online features require internet connectivity.

  • Fastest Refund Possible: Fastest federal tax refund with e-file and direct deposit; tax refund time frames will vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.

  • Average Refund Amount: Sum of $3140 is the average refund American taxpayers received based upon IRS data date ending 02/17/23 and may not reflect actual refund amount received.

  • TurboTax Product Support: Customer service and product support hours and options vary by time of year.

  • #1 Best Selling Tax Software: Based on aggregated sales data for all tax year 2022 TurboTax products.

  • Deduct From Your Federal Refund: A $40 Refund Processing Service fee may apply to this payment method. Prices are subject to change without notice.

  • Data Import: Imports financial data from participating companies; Requires Intuit Account. Quicken and QuickBooks import not available with TurboTax installed on a Mac. Imports from Quicken (2021 and higher) and QuickBooks Desktop (2021 and higher); both Windows only. Quicken import not available for TurboTax Desktop Business. Quicken products provided by Quicken Inc., Quicken import subject to change.

  • Audit Defense: Audit Defense is a third-party add-on service provided, for a fee, by TaxResources, Inc., dba Tax Audit. See Membership Agreements at https://turbotax.intuit.com/corp/softwarelicense/ for service terms and conditions.

All features, services, support, prices, offers, terms and conditions are subject to change without notice.

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