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¿Cómo encuentro mi Ingreso Bruto Ajustado (AGI) para presentar de forma electrónica mi declaración de impuestos?

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • January 3, 2024 2:43 PM
OVERVIEW

Tu Ingreso Bruto Ajustado (AGI, por sus siglas en inglés) es un número importante en términos de impuestos, en especial, si planeas presentar una declaración de manera electrónica. No solo afecta las exenciones de impuestos para las que eres elegible, sino que, ahora, tu AGI es también un tipo de identificación.

Desde el año tributario 2018, los Formularios 1040A y EZ ya no están disponibles. Se reemplazaron por los nuevos Formularios 1040 y 1040-SR. Las personas que presentan declaraciones de años anteriores pueden seguir usando los Formularios 1040A y EZ para los años tributarios hasta 2017.

 

Puntos clave

  • Si presentas tu declaración de impuestos de forma electrónica, el IRS preguntará por tu AGI del año previo a fin de verificar tu identidad.  
  • Tu ingreso bruto ajustado (AGI según sus siglas en inglés) consiste en el total de la cantidad de ingresos y ganancias que tuviste durante el año tributario menos ciertos ajustes al ingreso.
  • Para el año tributario 2023, tu AGI se encuentra en la Línea 11 del Formulario 1040, 1040-SR, y 1040-NR. En formularios de años previos está localizado en líneas diferentes.
  • Con frecuencia, tu AGI afecta las deducciones y créditos para los que eres elegible.

¿Qué es el Ingreso Bruto Ajustado (AGI según sus siglas en inglés)?

Cuando presentas tus impuestos, tal vez te preguntes, “¿Qué es mi AGI?” El Ingreso Bruto Ajustado es tu Ingreso Bruto menos cualquier ajuste a tu ingreso, como intereses de préstamos estudiantiles, pagos de pensión para el cónyuge divorciado, o contribuciones a cuentas de retiro.

El Ingreso Bruto incluye tu salario, ganancias de capital, distribuciones de retiro, dividendos, y cualquier otra forma de ingreso.

Al preparar tu declaración de impuestos, es importante que notes que tu AGI nunca será mayor a tu Ingreso Bruto total.

¿Dónde encuentras tu AGI en tu declaración de impuestos? 

 Es importante saber como encontrar tu AGI en tu declaración de impuestos porque este es utilizado para determinar tus impuestos a pagar. Tu AGI se encontrará en la línea 11 de tu Formulario 1040, 1040-SR, y 1040-NR del 2023.Si planeas presentar electrónicamente tu declaración de impuestos, es posible que primero debas buscar la cantidad de AGI de la declaración del año anterior para que el IRS (Servicio de Impuestos Internos) verifique tu identidad. Puedes encontrar tu AGI en el formulario que usaste para presentar tu declaración el año anterior.

Hay varias versiones del Formulario 1040 que reflejan la cantidad de AGI en diferentes líneas:

  • Línea 11 del Formulario 1040 y del 1040-SR (formulario de años tributarios 2020 al 2023)
  • Línea 8b del Formulario 1040 y del 1040-SR (formulario del año tributario 2019)
  • Línea 7 del Formulario 1040 (formulario del año tributario 2018)
  • Línea 21 del Formulario 1040A (formularios de los años tributarios anteriores a 2018)
  • Línea 4 del Formulario 1040EZ (formularios de los años tributarios anteriores a 2018)

Puedes encontrar el nombre de tu formulario de impuestos en la esquina superior izquierda de la declaración.

Si usaste algún software de impuestos en línea, por lo general, puedes iniciar sesión y descargar una copia de la declaración de impuestos 1040 del año anterior para encontrar tu AGI.

Si usaste TurboTax, lee estas preguntas frecuentes útiles sobre dónde encontrar el AGI del año anterior para firmar la declaración de impuestos de este año.

Nota de TurboTax:

Si usaste TurboTax, lee estas preguntas frecuentes útiles sobre dónde encontrar el AGI del año anterior para firmar la declaración de impuestos de este año.

¿Cómo calculas tu Ingreso Bruto Ajustado?

El IRS define el AGI como "ingresos brutos menos ajustes de ingresos". Según los ajustes que se te permitan, tu AGI será igual o menor que la cantidad total de ingresos o ganancias que hayas obtenido durante el año tributario.

Cuando calcules tu Ingreso Bruto Ajustado, tienes que considerar todas las fuentes de ingresos que contribuyan a tus ingreso bruto, incluyendo:

  • Salarios en un Formulario W-2 o 1099
  • Ingresos de trabajo por cuenta propia en un Anexo C
  • Intereses y dividendos
  • Pensión recibida de un excónyuge (para acuerdos anteriores a 2019)
  • Ganancias de capital
  • Ingresos de alquiler
  • Otras ganancias sujetas al impuesto sobre los ingresos

El AGI no incluye exenciones ni deducciones estándar o detalladas, así que no las tengas en cuenta como parte de tus ingresos sujetos a impuestos.

Después de calcular tu ingreso total, el próximo paso es restar cualquier ajuste.

Los ajustes pueden incluir:

  • Intereses de préstamos estudiantiles
  • Gastos de educador
  • Pagos de pensión al cónyuge divorciado
  • Contribuciones a cuentas de retiro
  • Ciertos gastos de negocios para trabajadores por cuenta propia
  • Contribuciones a Cuentas de Ahorro para la Salud (HSA según sus siglas en inglés)

Las instrucciones para el Formulario 1040 y el Formulario 1040-SR tienen una lista completa de todos los ajustes elegibles.

Después de restar tus ajustes de tu ingreso total, tendrás tu AGI, el cual será reportado en la línea 11 del Formulario 1040.

¿Por qué es importante el AGI?

Además de ser utilizado para verificar tu identidad, u AGI afecta varias de las deducciones y créditos tributarios que puedes tomar a la hora de presentar tu declaración de impuestos. Eso es especialmente importante porque las deducciones y los créditos pueden aumentar tu reembolso de impuestos o reducir la cantidad de impuestos que adeudas. Según cuál sea tu estado civil en tu declaración, es posible que estés sujeto a un límite de AGI, el cual suele aplicarse a las personas con ingresos más altos.

¿Por qué necesito saber mi AGI para presentar electrónicamente mi declaración de impuestos?

Cuando prepares tu propia declaración de impuestos para presentarla electrónicamente, el IRS utiliza tu Ingreso Bruto Ajustado o tu número de identificación personal para la protección de identidad (IP-PIN) auto seleccionado para validar tu identidad y tu declaración de impuestos electrónica.

En muchos casos, si has utilizado un software de preparación de impuestos para presentar declaraciones de impuestos previas, tu AGI se reportará automáticamente en la información de presentación del año presente. Si utilizas un software de impuestos por primera vez, necesitar entrar tú mismo tu AGI.

Qué hacer si tu AGI es incorrecto

Si tu AGI es incorrecto en tu declaración de impuestos de un año anterior, puede ser rechazado por el IRS y tu agencia estatal.

Si tu declaración de impuestos es rechazada debido al un error de AGI, afortunadamente, es fácil de arreglar. Simplemente necesitarás reenviar tu declaración de impuestos con el AGI correcto.  

Si no fue in simple error manual, puedes intentar de corregirlo haciendo lo siguiente:

  • Asegúrate que redondeaste al dólar más cercano. Para las cantidades de ingreso terminando en 50 centavos o más, vas a redondear hacia arriba. Para cantidades de ingreso terminando en 49 centavos o menos, redondearás hacia abajo.
  • Si enmendaste tu declaración de impuestos de un año anterior, confirma que estás utilizando el AGI de la declaración original.
  • Confirma con el IRS que tu declaración de impuestos del año anterior concuerda con sus registros.

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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

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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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