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Cómo detallar impuestos cuando reclamas dependientes

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • December 20, 2023 03:35 AM
OVERVIEW

Reclamar dependientes y detallar deducciones es una forma efectiva de ahorrar dinero en tus impuestos. Cada dependiente que reclames te permite reducir tu ingreso tributable por una exención para los años tributarios previos al 2018 y te permitirá recibir un crédito tributario desde el año tributario 2018 en adelante. Consigue una visión paso a paso de cómo tomar ventaja de detallar tus impuestos cuando reclamas dependientes en este artículo sobre consejos de impuestos.

Puntos clave

  • Comenzando en el 2018, puedes recibir un Crédito Tributario por Hijos de hasta $2,000 o $500 por el Crédito por Otros Dependientes por cada dependiente que reclames.

  • Para reclamar el Crédito Tributario por Hijos, entra el nombre completo, número de Seguro Social y parentesco de cada dependiente en la primera página de tu Formulario 1040.

  • Cuando detallas tus deducciones, renuncias a la deducción estándar, pero tal vez tengas suficientes deducciones detalladas para ahorrar más en tus impuestos.

  • Utiliza el Anexo A para detallar tus deducciones, incluyendo facturas médicas y dentales, intereses hipotecarios, impuestos estatales y locales, y donaciones caritativas.  

Visión general

Con los cambios en la ley tributaria que entra en efecto en el 2018, reclamar dependientes y detallar deducciones ha cambiado un poco, pero sigue siendo una forma efectiva de ahorrar dinero en tus impuestos. Para años previos al 2018 cada dependiente que reclames te permite reducir tu ingreso tributable por una exención. En el 2017, esta cantidad es $4,050.  Además, puede que seas elegible para otros créditos como lo son el Crédito Tributario por Hijos y el Crédito Tributario Adicional por Hijos.

Comenzando en el 2018, cada dependiente que reclames te permite recibir hasta $2,000 de Crédito Tributario por Hijos o un crédito de $500 por dependientes, ambos sustancialmente mayores de lo que eran antes del 2018. El que recibas el Crédito Tributario por Hijos o el Crédito por Otros Dependientes depende de que requisitos cumplas. Dado que estos son créditos, los mismos reducen directamente tu responsabilidad tributaria.

Para el 2021 el Crédito Tributario por Hijos ha aumentado hasta $3,600 por hijo dependiendo de la edad y si tus hijos de hasta 17 años de edad son elegibles. Para más información y actualizaciones, por favor visita nuestro blog ¿Cuándo comenzarán los pagos del Crédito tributario por hijos del 2021 bajo el alivio de estímulo?

El detallar tus deducciones significa renunciar a la deducción estándar, pero puedes elegir la que te ofrezca el mayor ahorro tributario. Cuando detallas, puedes deducir un número de gastos que incluyen facturas médicas y dentales, intereses hipotecarios y donaciones de caritativas entre otros.

Nota de TurboTax:

Compara la cantidad de la deducción estándar para la que calificas con tus deducciones detalladas, así podrás determinar que método te conviene utilizar más.

Paso 1: Formulario 1040

Utiliza el formulario 1040 para presentar tu declaración de impuestos.

Paso 2: Exenciones de dependientes o créditos

Enumera todos los dependientes que estás reclamando en la primera página de tu formulario 1040. Deberás ingresar el nombre completo, el número de Seguro Social y que relación tiene cada dependiente contigo. En la segunda hoja de tu declaración de impuestos puedes solicitar una exención y créditos por hijos disponibles (para el año tributario 2017 o anteriores); o, un crédito por hijos/dependientes (comenzando en el 2018) por cada dependiente que reclames.

Paso 3: Detalla tus deducciones

Utiliza el Anexo A para detallar tus deducciones. Las instrucciones para el Anexo A enumeran todos los tipos de gastos que puedes reclamar como deducciones detalladas. El Anexo A requiere que informes todos los gastos por categorías. Ten presente cuando lo completes, que cada categoría de gastos puede tener limitaciones sobre la cantidad que puedes deducir.

Paso 4: Incluye las deducciones en la declaración de impuestos

Transfiere el total de deducciones detalladas a la segunda página de tu declaración de impuestos. Esta cantidad se resta de tu Ingreso Bruto Ajustado para determinar tu ingreso tributable. La cantidad de ingreso final es el total sujeto a las tasas de impuestos sobre los ingresos.

Paso 5: Reduce tus impuestos con créditos tributarios

Después de calcular tu responsabilidad tributaria, puedes entonces reducir tu obligación tributaria con cualquier crédito para el que seas elegible.  Incluyendo el Crédito Tributario por Hijos y el Crédito por Otros Dependientes que puedas reclamar en tu declaración de impuestos.

Cosas que necesitas

• Formulario 1040
• Anexo A

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.

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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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