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¿Califico para el Crédito por Ingreso del Trabajo si recibo compensación por desempleo?

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • December 21, 2023 5:05 PM
OVERVIEW

Que recibas beneficios de desempleo no significa que automáticamente dejes de ser elegible para el crédito, pero existen otros requisitos que también tendrás que cumplir a fin de reclamar el Crédito por Ingreso del Trabajo (EIC, por sus siglas en inglés).

 

Puntos clave

  • Recibir beneficios del desempleo no te hace automáticamente elegible para recibir el crédito. Puede que seas elegible para el Crédito por Ingreso del Trabajo si generaste ingreso ganado de un empleo o trabajo por cuenta propia durante el año tributario.
  • Puedes recibir el Crédito por Ingreso del Trabajo solo si tu ingreso bruto ajustado (AGI según sus siglas en inglés), está por debajo de los máximos aplicables para el año tributario. El AGI máximo aplicable varía, dependiendo de tu estado civil para propósitos de presentación y el número de hijos calificados.
  • La compensación del desempleo que recibes cuenta hacia tu AGI. Puede que seas elegible para el Crédito por Ingreso del Trabajo si tu ingreso ganado y beneficios del desempleo exceden tu AGI máximo cuando los combinas.
  • No eres elegible para el Crédito por Ingreso del Trabajo si tú o tu cónyuge (si presentan en conjunto) fueron extranjeros no residentes durante cualquier momento durante el año tributario. Si eres un ciudadano estadounidense o residente y vives en el extranjero, típicamente no puedes recibir el crédito.

Crédito por Ingreso del Trabajo

Como el nombre lo indica, para ser elegible para el EIC debes “obtener” ingresos, por ejemplo, a través del empleo. Sin embargo, que recibas beneficios de desempleo no significa que automáticamente dejes de ser elegible para el crédito, aunque existen otros requisitos que también tendrás que cumplir a fin de reclamar el EIC. Si lo haces, el crédito puede reducir tu declaración de impuestos o, incluso, dar lugar a un reembolso.

Compensación por desempleo

El IRS (Servicio de Impuestos Internos) define el ingreso del trabajo como la compensación que recibes por el empleo y el trabajo por cuenta propia. Esta definición excluye específicamente toda compensación por desempleo que recibas de tu estado.

Sin embargo, siempre y cuando hayas trabajado o desarrollado de cualquier otro modo un trabajo por cuenta propia durante el mismo año que comenzaste a recibir beneficios de desempleo, es posible que aún seas elegible para reclamar el Crédito por Ingreso del Trabajo.

Limitaciones del AGI

El EIC solo está disponible si tu Ingreso Bruto Ajustado (AGI, por sus siglas en inglés) es menor que el máximo aplicable correspondiente al año tributario. El AGI máximo aplicable depende de tu estado civil y de la cantidad de hijos que califican.

  • El AGI máximo aplicable aumenta si tienes hasta tres hijos que califican.
  • Además, es más alto para contribuyentes casados que para solteros.

Tu AGI, que aparece en la primera página de tu declaración de impuestos, equivale a tus ingresos totales sujetos al impuesto sobre los ingresos, menos las deducciones que el IRS denomina “ajustes a los ingresos”.

A fin de ser elegible para el Crédito por Ingreso del Trabajo:

  • debes tener “ingreso del trabajo” (del que ya hablamos antes) Y
  • tu AGI debe ser inferior al límite aplicable.

Es posible que tu ingreso del trabajo esté por debajo del límite, pero que tus ingresos totales y, por lo tanto, tu AGI, estén por encima de ese límite debido a la suma de la compensación por desempleo. Esto podría dar lugar a que no seas elegible para el EIC.

Para conocer los límites de AGI correspondientes a tu situación particular, consulta la Publicación 596 del IRS. Si usas TurboTax para preparar tus impuestos, te haremos preguntas sencillas, haremos todos los cálculos y te diremos si eres elegible para el crédito.

La Ley de Asignaciones de Fondos Consolidadas (CAA según sus siglas en inglés) fue firmada el 27 de diciembre de 2020 como una medida de estímulo para proveer alivio a los afectados por la pandemia. Para el año tributario 2020, la ley CAA les permite a los contribuyentes utilizar su ingreso ganados del 2020 o 2019 para calcular el Crédito Tributario por Hijos Adicional (ACTC según sus siglas en inglés) y también el Crédito por Ingreso del Trabajo (EITC según sus siglas en inglés). Para el 2021, puedes usar el ingreso del año que te prevea el crédito más alto, sea 2019 o 2021.

Nota de TurboTax:

Si tu ingreso de inversiones sobrepasa los $11,000 durante el año (año tributario 2023), no serás elegible para Crédito por Ingreso del Trabajo. El ingreso de inversiones incluye intereses de tu cuenta bancaria y ganancias de capital de la venta de inversiones como acciones o bonos. 

Ciudadano o residente

Si tú o tu cónyuge (si hacen la presentación conjunta) fueron extranjeros no residentes en algún momento durante el año tributario, no serás elegible para el Crédito por Ingreso del Trabajo.

Si no tienes la ciudadanía estadounidense, debes tener una tarjeta de residencia que te permita residir en el país o cumplir con el requisito de presencia sustancial del IRS.

  • Este requisito exige que estés físicamente presente en los Estados Unidos durante una determinada cantidad de días.
  • Además, debes tener una tarjeta del Seguro Social válida que no incluya la frase “no válida para empleo”.
  • Si eres ciudadano o residente estadounidense y vives en el extranjero, no eres elegible para el crédito tributario.

Ingresos máximos por inversiones

A fin de ser elegible para el Crédito por Ingreso del Trabajo, tus ingresos por inversiones correspondientes al año tributario 2023 no deben superar los $11,000. Tus ingresos por inversiones nunca incluyen el dinero que ganas por el ejercicio de tu profesión ni la compensación por desempleo. Sin embargo, sí incluye:

  • Las ganancias de capital que obtuviste de inversiones como, por ejemplo, acciones y bonos
  • Intereses de una cuenta bancaria
  • Dividendos.

Como ya dijimos, si usas TurboTax para preparar tu declaración de impuestos, te haremos peguntas directas y fáciles de responder sobre tus ingresos y tu vida, y haremos todo lo necesario para determinar si calificas para el EIC o para otras deducciones y créditos.

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*
Los impuestos estatales son adicionales.
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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  • 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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