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Cómo iniciar una planificación tributaria

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • December 19, 2023 3:27 PM
OVERVIEW

Un poco de planificación puede ser de gran ayuda cuando llega la época de impuestos cada año.

 

Nunca es demasiado temprano

Si quieres pagar la menor cantidad de impuesto sobre los ingresos cada año, entonces puede ser útil comenzar a hacer alguna planificación tributaria. No te preocupes, no necesitas ser un contador para tomar algunas decisiones tributarias inteligentes. Con un poco de planificación se puede lograr mucho.

Paso 1: Comenzar un sistema de archivo

Comienza un sistema de archivo para organizar tus documentos. Cualquier estrategia de planificación tributaria exitosa requiere que mantengas registros de todas las transacciones y recibos que pueden afectar tu declaración de impuestos. Esto ayuda a tener un registro de la documentación importante y a evitar olvidar transacciones que hayan ocurrido en meses anteriores a la fecha límite a la presentación de impuestos.

Paso 2: Entender los requisitos de deducciones de impuestos

Antes de llegar demasiado lejos en el año fiscal, deberás evaluar todas las deducciones disponibles por el IRS y los requisitos para solicitarlas. Al hacer esto de antemano, puedes ser proactivo en prepararte para reclamar una deducción al final del año.

Por ejemplo, si sabes que estás por volver pronto a la escuela y necesitas un préstamo para pagar tu matrícula, quizás es mejor conseguir un préstamo estudiantil en lugar de utilizar una tarjeta de crédito. Esto es así porque puedes deducir el interés que pagas en un préstamo estudiantil, pero no el que pagas a una tarjeta de crédito, aún si la utilizas para pagar gastos educativos.

Paso 3: Evalúa los créditos tributarios ofrecidos

Los créditos tributarios ofrecen una oportunidad significativa para ahorrar dinero en impuestos sobre los ingresos, ya que reducen tus impuestos a pagar dólar por dólar. Este tipo de créditos tributarios ofrecidos cada año, cambian más frecuentemente que las deducciones. Los créditos a menudo están disponibles por un tiempo limitado y cubren tipos específicos de gastos.

Por ejemplo, el gobierno federal ofrece a los contribuyentes un crédito que cubre el 30 % de una cantidad ilimitada de los costos para comprar e instalar equipo de energía solar, como lo son paneles solares para la producción de energía. Siempre que el producto incluya una certificación por el fabricante que indique que cumple con los requisitos del gobierno, puedes solicitar el crédito.

Por lo tanto, si este año estás planeando instalar paneles solares en tu techo, pero no conoces de este crédito, podrías perder una gran oportunidad para ahorrar dinero. Y si te enteras del crédito después de instalar los paneles, corres el riesgo de no ser elegible para el crédito si los paneles en los que invertiste no incluyen la certificación del fabricante. Al conocer los requisitos antes de comprar los paneles, te puedes asegurar que eres elegible para el crédito.

Paso 4: Usa una cuenta IRA

Usa una cuenta personal de jubilación IRA (Individual Retirement Account por sus siglas en inglés) en lugar de una cuenta de ahorros. Muchos contribuyentes colocan sus ahorros en una cuenta de banco típica que gana un interés sujeto a impuestos. Sin embargo, puedes evitar pagar impuestos sobre tu interés si cada año depositas el dinero en una cuenta IRA, donde el interés se acumulará libre de impuestos. Cuando contribuyes a una cuenta IRA, también eres elegible para solicitar un ajuste o deducción por la cantidad que contribuyes anualmente.

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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¿Qué son los impuestos estatales sobre los ingresos?Crédito Tributario por Hijos del 2023 y 2024Nacimiento de un hijoUn mayor y mejor crédito tributario para educación superior¿Qué es el Formulario 1040A del IRS?

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