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Aumenta tu cheque salarial sin dejar de recibir un reembolso de impuestos

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • January 5, 2024 02:26 PM
OVERVIEW

Si sueles obtener un reembolso de impuestos, pero quieres empezar a tener más dinero en tu bolsillo cada mes, podemos ayudar. Sí, de todos modos, tienes que completar un Formulario W-4. Pero hemos desarrollado una guía rápida y sencilla para asistirte.

 

Puntos clave

  • Aumenta tu cheque salarial y recibe un reembolso más pequeño, presenta un Formulario W-4 nuevo a tu empleador que refleje con más exactitud tu situación tributaria y reduzca tu retención de impuestos federales.
  • Para recibir un reembolso más grande, ajusta la línea 4(c) en el Formulario W-4, llamada “Retención adicional”, para aumentar la retención de impuestos federales en cada cheque que recibes.
  • Las Calculadoras de retención de impuestos te ayudan a tener una visión más amplia de tu situación de reembolso mediante hacerte preguntas detalladas.

Cuando presentas tus impuestos y recibes un reembolso, la mayoría de las personas celebran. Pero ¿Alguna vez te has detenido un momento a pensar lo que significa recibir un reembolso? Durante el curso del año, pagaste más impuestos federales de lo que debes. En otras palabras, le hiciste al Tío Sam un préstamo libre de intereses.

Si prefieres recibir un cheque más jugoso y un reembolso menor, puedes controlarlo. Todo lo que tienes que hacer es someter un Formulario W-4 nuevo a tu empleador y ajustar tu retención de impuestos federales.

La mayoría de los contribuyentes reciben reembolsos

Si recibiste un reembolso el año pasado, no eres el único. De hecho, eres parte de la mayoría.  De acuerdo con el Servicio de Impuestos Internos (IRS por sus siglas en inglés), en el año fiscal 2021 se emitieron 247 millones de reembolsos y el reembolso promedio fue $2,959.

  • Este dinero en la época de impuestos puede ser útil. Sin embargo, puede proveer aún más valor si se distribuye durante el año, en vez de recibirlo todo a la misma vez.
  • El contribuyente promedio hubiese recibido aproximadamente $247 cada mes si hubiese ajustado su retención para no recibir un reembolso y tampoco quedar con impuestos a pagar.

Ajustar tu retención puede transferir tu reembolso a tus cheques

Si recibir tu reembolso durante el año en vez de la época de impuestos te interesa, puedes ajustar tu retención hoy. Para hacerlo, necesitarás llenar un nuevo Formulario W-4 y someterlo a tu empleador.

Este formulario requiere que llenes varias secciones dependiendo tu situación.  Lo más preciso que seas al llenar el formulario, lo más preciso que será tu retención de impuestos.

  • Para aquellos con múltiples trabajos o que tienen un cónyuge que trabaja, necesitarás llenar la sección dos.
  • De lo contrario, puedes utilizar la sección tres, reclamando dependientes, y la sección 4, otros ajustes, para hacer cambios a tu retención de impuestos.
  • Estas opciones te permitirán reducir tu retención de impuestos al reclamar créditos tributarios y deducciones.
  • También se te permite añadir otras fuentes de ingreso o retención adicional si encuentras que quieres más impuestos retenidos de tu cheque.

Herramientas, como la calculadora de retención de impuestos, pueden ayudar a determinar que contestar en las diferentes en las varias secciones del Formulario W-4. Tendrás que contestar preguntas sobre sobre tu situación tributaria antes de que la calculadora establezca como llenar tu Formulario W-4.

Nota de TurboTax:

Para mejores resultados, has ajustes a tu W-4 tan pronto sea posible, preferiblemente antes del comienzo del año tributario. Si haces ajustes a mitad de año, tus resultados pueden variar.

Cómo las calculadoras de retención de impuestos pueden ayudar

Las calculadoras de retención de impuestos, como la que TurboTax ofrece, te ayudan a tener un cuadro general de tu reembolso haciéndote preguntas detalladas. Tendrás que proveer información como tu

  • estado civil,
  • edad,
  • dependientes,
  • cuantos trabajos tienes,
  • ingreso de cada fuente
  • impuestos retenidos al momento o por cheque,
  • información sobre créditos tributarios,
  • información de deducciones y
  • otro ingreso que puedas tener.

Si te estancas en cualquier pregunta, TurboTax te proveerá más detalles sobre que exactamente estás buscando para que puedas entrar la información correcta.

Basado en los resultados, podrás determinar si hacer los ajustes a tu retención para reducir tu reembolso e incrementar tus cheques es la movida correcta para ti.

  • Si decides hacer algún cambio, la calculadora te mostrará que escribir en cada línea del Formulario W-4
  • También puedes ajustar el resultado para acercarte a tu reembolso de impuestos estimado ideal- mediante incrementar o reducir tu retención de impuestos para asegurarte de que recibas la cantidad adecuada en tus cheques.

¿Todavía quieres un reembolso? Esto es lo que tienes que hacer

Si normalmente esperas con ansias recibir un reembolso mayor después de presentar tu declaración de impuestos, hay un ajuste bastante sencillo por hacer.

  1. Primero, utiliza la calculadora de retención de impuestos para llenar el Formulario W-4 para que no recibas un reembolso ni quedes a pagar impuestos.
  2. Luego, puedes ajustar la línea 4(c), llamada "Retención adicional", la cual añade retención adicional a cada cheque que recibes.

Para determinar cuándo debes añadir, primero piensa en cuanto te gustaría recibir de vuelta en tu reembolso de impuestos.  Una vez sepas la cantidad deseada,

  • Divide esa cantidad entre el número de cheques que recibirás en un año.
  • Añade el resultado al número que la calculadora de retención de impuestos te dijo que entraras en la línea 4(c).
  • Asumiendo que tu situación tributaria resulte exactamente igual a lo que entraste en la calculadora, deberías conseguir el reembolso que deseas.

Por ejemplo, digamos que quieres que tu reembolso sea $240 y que te pagan dos veces al mes.

  • Divide $240 entre 24.
  • Toma el resultado, $10, y súmalo a la cantidad que la calculadora originalmente te indicó para la retención adicional y entra el nuevo total en la línea 4(c).

Debes tomarte el tiempo de trabajar con la calculadora de retención para encontrar el balance entre un gran reembolso y un gran cheque salarial. Probablemente, para que tu cheque aumente, tu reembolso de impuestos tendrá que ser menor a la cantidad que usualmente recibes como reembolso- asumiendo que nada más cambió en tu situación tributaria. Si tu reembolso estimado es mayor que tu reembolso usual, tus cheques probablemente disminuirán debido a la retención adicional.

  • Ten presente que, a fin de ver los resultados que buscas, estos ajustes al Formulario W-4 necesitan hacerse antes que comience el año tributario en cuestión.
  • Si haces los cambios a mediados de año, tus resultados pueden variar.

Entrega tu Formulario W-4 completado a tu empleador

Ya que hayas llenado tu Formulario W-4, entrégalo al departamento indicado en tu compañía lo antes posible. Lo más temprano que lo entregues y sea procesado, lo más exactos que serán los resultados que la calculadora de retención de impuestos estimó para el año. El esfuerzo valdrá la pena cuando comiences a ver el aumento en tus cheques.

Cuando recibas tu W-2 y otras formas tributarias el próximo año, TurboTax te puede ayudar a preparar tu declaración de impuestos. Luego podrás ver lo que tu reembolso o tu cantidad a deber final resultará ser.

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.

Y, si quieres preparar y presentar los impuestos por ti mismo, puedes tener la certeza de que lo harás bien con TurboTax en español , ya que te guiaremos paso a paso. Independientemente de la forma en que realices la presentación, garantizamos un 100 % de precisión y el máximo reembolso correspondiente.

 

Tus impuestos bien hechos, con expertos bilingües a tu lado

Obtén asesoramiento ilimitado, una revisión final por parte de un experto bilingüe y tu máximo reembolso, garantizado con TurboTax Live Assisted Basic. Ahora disponible en español.

$89*
Declaración estatal adicional
Comienza gratis

Presentación de impuestos 100 % gratis

Responde preguntas sencillas y TurboTax Free Edition se ocupará del resto. Ahora disponible en español.

Presentación gratuita de declaraciones simples con el Formulario 1040 (sin anexos, excepto para el Crédito Tributario por Ingreso del Trabajo, el Crédito Tributario por Hijos y los intereses de préstamos estudiantiles). El 37 % de los contribuyentes califica.

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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 2024 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 2024 tax year and, for individual, non-business returns, for the past two tax years (2022, 2023). 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 software, 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. Desktop add-on products and services purchased are non-refundable.

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 Business Desktop 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 software, 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. Desktop add-on products and services purchased are non-refundable.

TURBOTAX DESKTOP DISCLAIMERS

  • 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 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 connection. Desktop add-on products and services purchased are non-refundable.

  • Fastest Refund Possible: Get your tax refund from the IRS as fast as possible by e-filing and choosing to receive your refund by 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: $3,207 is the average refund amount American taxpayers received in the 2024 filing season based upon IRS data as of February 16, 2024 and may not reflect actual refund amount received.

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

  • Deduct From Your Federal Refund: Individual taxes only. Subject to eligibility requirements. Additional terms apply. A $40 Refund Processing Service fee applies 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 (2022 and higher) and QuickBooks Desktop (2023 and higher); both Windows only. Quicken import not available for TurboTax Desktop Business. Quicken products provided by Quicken Inc., Quicken import subject to change.

  • Live Tax Advice: Access to tax experts to obtain answers to tax questions and to assist with tax year 2024 return(s) prepared with TurboTax Desktop software. Additional fees apply. Must be purchased and used by October 31, 2025. Excludes TurboTax Desktop Business. See License Agreement for details.

  • 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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