1. TurboTax /
  2. Tax Calculators & Tips /
  3. Tax Tips Guides & Videos /
  4. En Español /
  5. Cómo Cambiar Tu Estado Civil En La Declaración De Impuestos

Cómo Cambiar Tu Estado Civil En La Declaración De Impuestos

Updated for Tax Year 2017


OVERVIEW

La elección de tu estado civil en la declaración es un importante primer paso para preparar tu declaración federal de impuestos. Tu estado civil determina tus deducciones estándar, tasas y niveles de impuestos para comparar contra el ingreso.


Información general

El primer paso en la preparación de tu declaración federal de impuestos sobre la renta es determinar tu elegibilidad para los diversos estados civiles. En general, se puede elegir entre soltero, jefe de familia, casado que declara conjunta y separadamente o como viudo calificado. Tu estado civil es muy importante, ya que determina la cantidad de tu deducción estándar, tasas y rangos de impuestos a los que tus ingresos están sujetos. Tú puedes cambiar tu estado civil fiscal cada año, siempre y cuando satisfagas los requisitos específicos de elegibilidad.

como cambiar tu estado civil en la declaracion de impuestos

Paso 1 - Evalúa los requisitos de cada estado civil fiscal

Lo primero que necesitas hacer es determinar para qué estado civil fiscal eres elegible. Las instrucciones para tu declaración federal de impuestos sobre la renta enumeran los requisitos de cada estado civil, pero si utilizas un software de impuestos, tal como TurboTax, el programa determinará el mejor estado civil para ti, basado en las respuestas que proporcionas a las preguntas.

Paso 2 - ¿Calificas para jefe de familia?

Si eres soltero, fíjate si calificas como jefe de familia. Presentarte como jefe de familia en vez de soltero te permite reclamar una deducción estándar mucho más grande. Sin embargo, en este estado civil fiscal deberás pagar más de la mitad de los costos para mantener tu hogar y tener un dependiente que viva contigo durante más de la mitad del año fiscal.

Los contribuyentes casados no tienen derecho a reclamar este estado civil. Si estás casado, debes determinar si debes presentarla en forma conjunta o por separado. A menos que haya circunstancias atenuantes, debes presentar una declaración conjunta con tu cónyuge para tomar ventaja de la deducción estándar mayor y una menor tasa de impuestos.

Paso 3 - Evaluar la elegibilidad

Evalúa si eres elegible para un estado civil diferente en uno de los últimos tres años. Si descubres que tienes derecho a un estado civil diferente de lo que normalmente reclamas en tu declaración, deberás evaluar los requisitos de los estados civiles de la declaración para cada uno de los últimos tres años para ver si se puede enmendar tu declaración de impuestos.

En general, los requisitos son similares cada año para el mismo estado civil, pero debes comprobar siempre las instrucciones correspondientes para el año fiscal al que estas observando. Cuando utilices TurboTax, puedes fácilmente acceder a los formularios e instrucciones con respecto al año anterior.

Paso 4 - Modificación de tus declaraciones de impuestos

El IRS (siglas en inglés de Servicio de Impuestos Internos) te permite cambiar tu estado civil para la declaración de impuestos que ya has presentado, si no han pasado más de tres años desde la fecha límite de la presentación de impuestos original. Por ejemplo, si te presentaste como un contribuyente soltero el año pasado, pero ahora te das cuenta que calificaste para jefe de familia, tienes que hacer el cambio en un Formulario 1040X del IRS.

Al cambiar este estado civil, no sólo obtendrás una deducción estándar mayor, sino que los ingresos de ese año están sujetos a tasas de impuestos mas bajas. Realizar este cambio probablemente resultará en un rembolso de impuestos, pero no puedes recibirlo hasta que presentes la declaración enmendada.

Puedes modificar una declaración al cambiar de casado que presenta por separado a casado que presenta conjuntamente, pero no de casado que presenta conjuntamente a casado que presenta por separado. Así, una vez que presentas una declaración conjunta, no puedes cambiar a una declaración por separado.

Consejos

Al evaluar si eres elegible para enmendar una declaración de impuestos para cambiar tu estado civil, el período de tres años comienza en la fecha límite de los impuestos del 15 de abril, incluso si presentas antes de esta fecha. Sin embargo, si presentas después de 15 de abril, el plazo comienza en la fecha en que lo presentas.

Get every deduction you deserve

TurboTax Deluxe searches more than 350 tax deductions and credits so you get your maximum refund, guaranteed.

For only $59.99*
Start for Free

Looking for more information?

* Important Offer Details and Disclosures
  • TURBOTAX ONLINE/MOBILE

  • Try for Free/Pay When You File: TurboTax online and mobile pricing is based on your tax situation and varies by product. Absolute Zero $0 federal (forms 1040EZ/1040A) + $0 state limited time offer only available with TurboTax Free Edition; offer may change or end at any time without notice. Actual prices are determined at the time of print or e-file and are subject to change without notice. Savings and price comparisons based on anticipated price increase. Special discount offers may not be valid for mobile in-app purchases.
  • QuickBooks Self-Employed Offer with TurboTax Self-Employed and TurboTax Live for Extension Filers: To receive your complimentary subscription to QuickBooks Self-Employed through 10/31/19, you must pay for your 2017 TurboTax Self-Employed or TurboTax Live return between 4/18/18 and 10/15/18 and sign-in and access your QuickBooks Self-Employed account via mobile app or at https://selfemployed.intuit.com/turbotax at least twice by 12/31/18. You will have the option of renewing your QuickBooks Self-Employed subscription by 10/31/19 for another year at the then-current subscription rate. You may cancel your subscription at any time from within the QuickBooks Self-Employed billing section. See QuickBooks.com for price comparison. Offer not valid for existing QuickBooks Self-Employed subscribers already on a paid subscription.
  • Pays for itself (TurboTax Self-Employed): Estimates based on deductible business expenses calculated at the self-employment tax income rate (15.3%) for tax year 2017. Actual results will vary based on your tax situation.
  • Anytime, anywhere: Internet access required; standard data rates apply to download and use mobile app.
  • Fastest refund possible: Fastest tax refund with e-file and direct deposit; tax refund time frames will vary.
  • TurboTax Live Reviews: Displayed reviews are for the TurboTax Live standalone service from Tax Year 2017 and not for the new Turbo Tax product / TurboTax Live bundle available for Tax Year 2018.
  • Pay for TurboTax out of your federal refund: A $X.XX Refund Processing Service fee applies to this payment method. Prices are subject to change without notice.
  • TurboTax Help and Support: Access to a TurboTax specialist is included with TurboTax Deluxe, Premier, Self-Employed and TurboTax Live; not included with Free Edition (but is available as an upgrade). TurboTax specialists are available to provide general customer help and support using the TurboTax product. SmartLook on-screen help is available on a PC, laptop or the TurboTax mobile app. Service, area of expertise, experience levels, wait times, hours of operation and availability vary, and are subject to restriction and change without notice.
  • Tax Advice, Expert Review and TurboTax Live: Access to tax advice and Expert Review (the ability to have a Tax Expert review and/or sign your tax return) is included with TurboTax Live or as an upgrade from another version, and available through October 15, 2018. These services are provided only by credentialed CPAs, EAs or tax attorneys. State tax advice is free. Some tax topics or situations may not be included as part of this service, which shall be determined in the tax expert’s sole discretion. In the event your return is reviewed by a tax expert and requires a significant level of tax advice or actual preparation, the tax expert may be required to sign your return as the preparer at which point they will assume primary responsibility for the preparation of your return. Expert Review [and TurboTax Live] not available on the TurboTax mobile app or when using a web browser on your mobile phone. On-screen help is available on a PC, laptop or the TurboTax mobile app. Service, area of expertise, experience levels, wait times, hours of operation and availability vary, and are subject to restriction and change without notice.
  • Tax Return Access and My Docs features: Included with TurboTax Deluxe, Premier, Self-Employed, TurboTax Live or with PLUS benefits. Access to all tax-related documents we have on file for you is available through 10/31/2019. Terms and conditions may vary and are subject to change without notice.
  • #1 best-selling tax software: Based on aggregated sales data for all tax year 2016 TurboTax products.
  • Most Popular: TurboTax Deluxe is our most popular product among TurboTax Online users with more complex tax situations.
  • CompleteCheck: Covered under the TurboTax accurate calculations and maximum refund guarantees.
  • #1 rated online tax prep provider: Based on independent comparison of the best online tax software by TopTenReviews.com March 13, 2017.
  • Get tips based on your tax and credit data to help get you to where you want to be: Tax and credit data accessed upon your consent.
  • The tax reform consulting promotion is a free offer subject to cancellation at any time without notice. The promotion is limited to one 15min consultation per person with a tax expert. The consult will be solely for the purpose of explaining the impacts of tax reform, the tax expert will not give advice or tax prep guidance on prior year taxes.
  • TURBOTAX GUARANTEES

  • 100% Accurate Calculations Guarantee: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we’ll pay you the penalty and interest.
  • Maximum Refund Guarantee - or Your Money Back: If you get a larger refund or smaller tax due from another tax preparation method, we'll refund the applicable TurboTax federal and/or state purchase price paid. TurboTax Online Free Edition customers are entitled to payment of $14.99 and a refund of your state purchase price paid.
  • 100% Accurate, Expert Approved Guarantee: If you pay an IRS or state penalty (or interest) because of an error that a TurboTax CPA or EA made while signing your return, we’ll pay you the penalty and interest. We’ll also amend your return at no additional cost.
  • Audit Support Guarantee: If you received an audit letter based on your 2017 TurboTax return and are not satisfied with how we responded to your inquiry, we’ll refund the applicable TurboTax federal 1040 and/or state purchase price you paid. TurboTax Free Edition customers are entitled to payment of $14.99 and a refund of your state purchase price paid. We will not represent you or provide legal advice. Excludes TurboTax Business.
  • Satisfaction Guaranteed:
    • If you use TurboTax Online or Mobile: Satisfaction Guaranteed — or you don't pay. You may use TurboTax Online without charge up to the point you decide to print or electronically file your tax return. Printing or electronically filing your return reflects your satisfaction with TurboTax Online, at which time you will be required to pay or register for the product.
    • If you bought or downloaded TurboTax from a retailer: Try TurboTax software. If you're not satisfied, return it to Intuit within 60 days of purchase with your dated receipt for a full refund.
    • If you bought or downloaded TurboTax directly from us: Try TurboTax software. If you're not satisfied, return it within 60 days of shipment with your dated receipt for a full refund (excluding shipping & handling).
  • TURBOTAX CD/DOWNLOAD SOFTWARE

  • TurboTax CD/Download 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 do not apply to New York state returns. Savings and price comparison based on anticipated price increase. Prices subject to change without notice.
  • Fastest refund possible: Fastest tax refund with e-file and direct deposit; tax refund time frames will vary.
  • Pay for TurboTax out of your federal refund: A $X.XX Refund Processing Service fee applies to this payment method. Prices are subject to change without notice. This benefit is available with TurboTax Federal products except TurboTax Business.
  • About our TurboTax Product Experts: Customer service and product support vary by time of year.
  • #1 best-selling tax software: Based on aggregated sales data for all tax year 2017 TurboTax products.
  • Data Import: Imports financial data from participating companies; may require a free Intuit online account. Quicken and QuickBooks import not available with TurboTax installed on a Mac. Imports from Quicken (2016 and higher) and QuickBooks Desktop (2014 and higher); both Windows only. Quicken import not available for TurboTax Business. Quicken products provided by Quicken Inc., Quicken import subject to change.