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Cómo presentar declaraciones de impuestos con el Formulario 1099-NEC del IRS

Written by a TurboTax Expert • Reviewed by a TurboTax CPAUpdated for Tax Year 2023 • March 8, 2024 1:25 PM
OVERVIEW

Si recibes un Formulario de impuestos 1099-NEC por servicios que brindaste a un cliente como contratista independiente y los pagos anuales que cobras son por un total calculado de $400 o más, la declaración de impuestos que deberás presentar será un poco diferente a la que presenta un contribuyente que solo recibe ingresos de trabajo como empleado informados en un Formulario W-2.

Puntos clave

  • Cuando prestas servicios por un monto de $600 o más a una empresa, ese cliente, por lo general, debe emitir un Formulario 1099-NEC para informar sobre tus ganancias.
  • Cuando recibes un Formulario 1099-NEC, por lo general, significa que eres trabajador por cuenta propia y que reclamas tus ingresos y deducciones en el Anexo C, que se usa para calcular las ganancias netas que obtienes del trabajo por cuenta propia.
  • Como trabajador por cuenta propia, debes informar todos tus ingresos de trabajo por cuenta propia. Si recibes $400 o más en total de tu trabajo por cuenta propia, es probable que tengas que pagar impuestos sobre el trabajo por cuenta propia a través del Anexo SE.

¿Qué es un Formulario 1099-NEC?

Una de las razones más comunes por la que puedes haber recibido el Formulario 1099-NEC (Formulario 1099-MISC en años anteriores) es si trabajas por cuenta propia o trabajaste como contratista independiente durante el año anterior. El IRS (Servicio de Impuestos Internos) se refiere a esto como "compensación de persona que no es empleado".

  • En la mayoría de los casos, las empresas para las que trabajas tienen la obligación de emitir un Formulario 1099-NEC cuando te pagan $600 o más en cualquier año.
  • Si recibes pagos a través de servicios en línea, como PayPal, también podrías recibir el Formulario 1099-K.
  • Como trabajador por cuenta propia, debes declarar todos tus ingresos de trabajo por cuenta propia, independientemente de si recibes un Formulario 1099-NEC o no.

El proceso de presentación de tus impuestos con un Formulario 1099-NEC varía un poco si solo tuviste ingresos declarados en un Formulario W-2. Estos son algunos consejos para ayudarte a realizar la presentación.

El IRS (Servicio de Impuestos Internos) tenía planes de implementar cambios en el requisito de declaración del Formulario 1099-K para el año tributario 2023. Sin embargo, recientemente aplazaron la implementación del nuevo límite de declaración de $600 para transacciones de bienes y servicios de procesadores de terceros como Venmo y PayPal, lo que revierte el límite del año tributario 2023 al límite de declaración anterior, más alto, del Formulario 1099-K (más de $20,000 en pagos y más de 200 transacciones). Si no recibes un Formulario 1099-K, el IRS espera que informes todos tus ingresos, independientemente de la cantidad.

¿Quién necesita un Formulario 1099-NEC?

El Formulario 1099-NEC informa sobre la compensación de persona que no es empleado de empresas o personas físicas que reciben $600 o más durante un año tributario.

Estos son algunos ejemplos de personas que podrían recibir un Formulario 1099-NEC:

  • Trabajadores independientes
  • Trabajadores por cuenta propia
  • Consultores
  • Proveedores
  • Contratistas independientes

Si pagaste una compensación de $600 o más a alguien que no es un empleado, tendrás que usar el Formulario 1099-NEC para informar sobre los pagos que hiciste por los servicios que recibiste.

Recibí un Formulario 1099-NEC. ¿Qué hago con él?

Si recibiste este formulario, deberás seguir los pasos que se indican a continuación.

  1. Revisa la información: Primero, debes revisar la exactitud del formulario. Asegúrate de que tu nombre, tu número de Seguro Social o tu número de identificación personal del contribuyente (ITIN por sus siglas en inglés), así como el importe de ingresos declarados sean correctos. Si observas alguna discrepancia, comunícate con el pagador para corregir el error.
  2. Informa tus ingresos: Si la información de tu Formulario 1099-NEC es correcta, el siguiente paso consiste en informar sobre los ingresos en tu declaración de impuestos a través de un formulario de impuestos, como el Anexo C o el Anexo E, según la estructura de tu negocio.
  3. Paga los impuestos: Una vez que hayas informado sobre tus ingresos, deberás pagar los impuestos correspondientes a tus ingresos, incluida tu parte de los impuestos del Seguro Social y Medicare. Es posible que también tengas que realizar pagos de impuestos estimados a lo largo del año. A continuación, analizaremos los pagos de impuestos estimados con más detalle.
  4. Mantén registros: Una buena práctica es mantener registros de tus Formularios 1099-NEC para fines tributarios futuros y para verificar tus ingresos. Por lo general, debes mantener registro de tus impuestos federales durante al menos tres años. En el caso de los impuestos estatales, el plazo depende de las leyes tributarias de tu estado.

¿Cómo funcionan las deducciones con el Formulario 1099-NEC?

Una de las mayores ventajas que tienes si recibes un Formulario 1099-NEC en lugar de un Formulario W-2 es que puedes reclamar deducciones comerciales en tu Anexo C, que se usa para calcular tus ganancias netas del trabajo por cuenta propia.

Tus deducciones deben ser por gastos comerciales que el IRS considera ordinarios y necesarios para llevar a cabo tus actividades de trabajo por cuenta propia.

  • Un gasto es ordinario si otros trabajadores por cuenta propia que realizan actividades en un campo similar también incurren en él.
  • Un gasto es necesario si te resulta útil para completar tu trabajo. No es necesario que un gasto sea esencial para ser necesario.

Por ejemplo, es probable que el costo de un programa de software sea ordinario y necesario para un diseñador gráfico independiente. Por otra parte, el costo del alquiler de una limusina de alta gama para ir a visitar clientes puede que resulte útil, pero no es un gasto ordinario según las normas fiscales.

Cuando usas el Anexo C, por lo general empleas este método para calcular tu ganancia neta:

  1. tomas todos tus ingresos del trabajo por cuenta propia, incluidas las ganancias no declaradas en un Formulario 1099-NEC; y
  2. restas los gastos comerciales deducibles en los que incurres.

La cantidad de beneficio neto final se transfiere al Formulario 1040 y se combina con tus otras ganancias, ingresos y deducciones a fin de calcular tu ingreso tributable.

Nota de TurboTax:

Como trabajador por cuenta propia, debes completar el Anexo SE para calcular los impuestos de Seguro Social y de Medicare que debes, ya que esos impuestos no se retienen de lo que te pagan por el trabajo por cuenta propia.

¿Qué son los impuestos sobre el trabajo por cuenta propia?

Como trabajador por cuenta propia, debes pagar impuestos de Seguro Social y de Medicare tú mismo con tu declaración de impuestos en lugar de que te los retengan del cheque de pago.

  • Estos impuestos se calculan en el Anexo SE que adjuntas a tu declaración.
  • La ganancia neta declarada en el Anexo C se usa para calcular los impuestos sobre el trabajo por cuenta propia en el Anexo SE.
  • Los ingresos por inversiones y de otras fuentes no relacionadas con el trabajo por lo general no están sujetos a impuestos de Seguro Social ni de Medicare.

¿Qué son los pagos de impuestos estimados?

Probablemente notes que, a diferencia de lo que hacen los empleadores con sus empleados, tus clientes por lo general no retienen el impuesto sobre el ingreso de tus pagos en los Formularios 1099-NEC. Este es un sistema de pago sobre la marcha en el que los empleados suelen pagar sus impuestos a lo largo del año en lugar de pagarlos todos a la vez en el momento de presentar la declaración de impuestos. Como trabajador por cuenta propia, por lo general tampoco puedes esperar a pagar todos tus impuestos juntos. En cambio, quizá debas realizar hasta cuatro pagos de impuestos estimados al IRS durante el año.

La cantidad y la frecuencia de tus pagos estimados dependen de lo siguiente:

  • la cantidad de ingresos que obtienes;
  • el impuesto retenido de otros ingresos de trabajo;
  • el método que elijas para calcular tus impuestos estimados.

Usa el Formulario 1040-ES para calcular tus obligaciones de impuestos estimados.

¿Cuándo vence el Formulario 1099-NEC?

Al igual que la mayoría de los formularios de impuestos, las empresas deben presentar el Formulario 1099-NEC, a más tardar, el 31 de enero. Esta regla se aplica a tu caso si usas el formulario para declarar ventas por un total de $5,000 o más. Si no cumples dicha fecha límite, es importante que tomes nota y te prepares en caso de que recibas una multa.

Como trabajador por cuenta propia, debes declarar todos tus ingresos. Si tus ganancias netas superan los $400, deberás pagar impuestos sobre el trabajo por cuenta propia mediante el Anexo SE. Debes enviar el Formulario 1099-NEC cuando presentas tu declaración de impuestos, pero recuerda que, por lo general, debes realizar pagos de impuestos estimados durante el año.

¿A dónde se envían los Formularios 1099-NEC?

Si pagaste los servicios de un trabajador por cuenta propia o un contratista, es posible que te preguntes a dónde debes enviar los Formularios 1099-NEC. Puedes presentarlos de las siguientes maneras:

  • En línea: Puedes presentar electrónicamente tu Formulario 1099-NEC ante el IRS (Servicio de Impuestos Internos) a través del Portal para contribuyentes del Sistema de Admisión de declaraciones informativas (IRIS, por sus siglas en inglés). Es un método de presentación gratuito que te permite presentar electrónicamente tu Formulario 1099-NEC, así como solicitar prórrogas, realizar enmiendas y mucho más.
  • Por correo postal: Si prefieres presentar tu Formulario 1099-NEC en papel, puedes enviarlo al IRS por correo postal. La dirección que uses depende de la ubicación de tu empresa y tendrás que enviarlo al centro de procesamiento de Austin, Texas; Kansas City, Misuri; u Ogden, Utah. Puedes encontrar las instrucciones para el envío por correo postal en el sitio web del IRS.
  • A través de software de terceros: Puedes usar un software de presentación de impuestos de terceros para presentar tus impuestos sobre el trabajo por cuenta propia tú mismo. Un experto en impuestos bilingüe también puede ayudarte a que apliques todas las deducciones y los créditos correspondientes para aprovechar al máximo todos los beneficios fiscales para tu declaración y cumplir las fechas límite con el fin de evitar multas y costos.

Si recibiste una compensación de no empleado y un Formulario 1099-NEC, debes incluirlo en tu declaración de impuestos, independientemente de la forma de presentación que elijas.

Con TurboTax Live Full Service, un experto bilingüe local elegido para tu situación particular hará que tus impuestos estén 100 % correctos. Tu experto descubrirá deducciones específicas de la industria para obtener más beneficios tributarios y presentará tu declaración de impuestos por ti. Respaldado por nuestra Garantía de Full Service.

También puedes presentar tus impuestos por tu cuenta con TurboTax en español Premium. Buscaremos entre más de 500 deducciones y créditos para que no te pierdas nada.

Ten la seguridad de que tus impuestos están bien preparados con la revisión final de un experto bilingüe

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  • CompleteCheck: Covered under the TurboTax accurate calculations and maximum refund guarantees. Limitations apply. See Terms of Service for details.
  • TurboTax Premium Pricing Comparison: Cost savings based on a comparison of TurboTax product prices to average prices set forth in the 2020-2021 NSA Fees-Acct-Tax Practices Survey Report.

  • 1099-K Snap and Autofill: Available in mobile app and mobile web only.

  • 1099-NEC Snap and Autofill: Available in TurboTax Premium (formerly Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed). Available in mobile app only. Feature available within Schedule C tax form for TurboTax filers with 1099-NEC income.

  • Year-Round Tax Estimator: Available in TurboTax Premium (formerly Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed). This product feature is only available after you finish and file in a self-employed TurboTax product.

  • **Refer a Friend: Rewards good for up to 20 friends, or $500 - see official terms and conditions for more details.

  • Refer your Expert (Intuit’s own experts): Rewards good for up to 20 referrals, or $500 - see official terms and conditions for more details.

  • Refer your Expert (TurboTax Verified Independent Pro): Rewards good for up to 20 referrals, or $500 - see official terms and conditions for more details.

  • Average Refund Amount: Sum of $3140 is the average refund American taxpayers received based upon IRS data date ending 2/17/23 and may not reflect actual refund amount received.

  • Average Deduction Amount: Based on the average amount of deductions/expenses found by TurboTax Self Employed customers who filed expenses on Schedule C in Tax Year 2022 and may not reflect actual deductions found.

  • More self-employed deductions based on the median amount of expenses found by TurboTax Premium (formerly Self Employed) customers who synced accounts, imported and categorized transactions compared to manual entry. Individual results may vary.

  • TurboTax Online Business Products: For TurboTax Live Assisted Business and TurboTax Full Service Business, we currently don’t support the following tax situations: C-Corps (Form 1120-C), Trust/Estates (Form 1041), Multiple state filings, Tax Exempt Entities/Non-Profits, Entities electing to be treated as a C-Corp, Schedule C Sole proprietorship, Payroll, Sales tax, Quarterly filings, and Foreign Income. TurboTax Live Assisted Business is currently available only in AK, AZ, CA, CO, CT, DE, FL, GA, IL, KS, MA, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, PA, RI, SD, TN, TX, UT, VA, WA, WV and WY.

  • 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. 

TURBOTAX DESKTOP GUARANTEES

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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