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¿Con qué cantidad de ingresos debe un menor presentar una declaración de impuestos?

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • December 19, 2023 5:39 PM
OVERVIEW

Aunque tus hijos/as sean lo suficientemente jóvenes como para ser tus dependientes, es posible que tengan que pagar impuestos. En algunos casos, quizá puedas incluir sus ingresos en tu declaración; en otros, tendrán que presentar la suya propia. La necesidad de hacerlo dependerá tanto de la cantidad como de la fuente del ingreso.

Puntos clave

  • Un menor que se puede reclamar como dependiente debe presentar una declaración de impuestos si su ingreso supera su deducción estándar ($13,850 para el año tributario 2023).
  • Un menor que gana menos de $13,850 no debe impuestos, pero puede elegir presentar una declaración para recibir un reembolso de las ganancias retenidas.
  • Un menor que gana $1,250 o más (para el año tributario 2023) en concepto de “ingreso no derivado del trabajo”, como dividendos o intereses, tiene que presentar una declaración de impuestos.

  • Un menor que gana propinas o más de $400 (para el año tributario 2023) en ingresos de trabajo por cuenta propia tendrá que pagar impuestos de Medicare o de Seguro Social, independientemente de su ganancia total.

¿Cómo sé si mi hijo tiene que presentar una declaración de impuestos?

Los jóvenes pueden ser especialmente ambiciosos estos días, e incluso si tus hijos son suficientemente jóvenes para ser tus dependientes, puede que tengan que pagar impuestos. En algunos casos, es posible que puedas incluir su ingreso en tu declaración de impuestos; en otros, ellos tendrán que presentar su propia declaración de impuestos. Se que tus hijos menores tengan que presentar una declaración de impuestos o no dependen de muchos factores, como el ingreso ganado o de un trabajo incluyendo trabajo por cuenta propia, ingreso no ganado generalmente de inversiones, o por la necesidad de reclamar un reembolso.

¿A que cantidad de ingreso ganado mi hijo tiene que presentar impuestos?

Un menor que se puede reclamar como dependiente tiene que presentar una declaración de impuestos cuando sus ingresos superan la deducción estándar. Para el año tributario 2023, este monto es  el mayor de $1,250 o el monto resultante del ingreso del trabajo más $400 hasta llegar a la deducción estándar completa de $13,850.

Como ejemplo, una joven de 15 años que trabaja luego de la escuela y gana menos de $13,850 no debe nada en concepto de impuestos. No obstante, si su empleador retiene impuestos de su salario, deberá presentar una declaración para obtener un reembolso.

¿Cómo afecta el ingreso no ganado los requisitos de presentación para un menor?

El IRS también impone un límite para el ingreso no derivado del trabajo, como son los dividendos o intereses. Si los ingresos de tu hijo/a superan la cantidad límite para ese año, deberá presentar una declaración de impuestos; si están por debajo de ese nivel, no es necesario que la presente. La cantidad estipulada para 2023 es de $1,250.

Si tu hijo/a tiene tanto ingresos del trabajo como no derivados del trabajo, ambas cantidades deben sumarse para determinar si el ingreso total exige la presentación obligatoria de la declaración de impuestos El IRS brinda una fórmula para determinarlo en su Publicación 501.

Nota de TurboTax:

Si tu hijo/a gana más de $1,250 en concepto de ingreso no derivado del trabajo (año tributario 2023), puedes reclamar el ingreso en tu propia declaración de impuestos. Si bien hay restricciones y es posible que pagues más impuestos, tu hijo se ahorrará tener que realizar una presentación por el ingreso no derivado del trabajo.

¿Tiene que pagar un menor impuestos de Seguro Social y Medicare?

Incluso si los ingresos de un menor no llegan al mínimo, el IRS plantea otras condiciones que pueden requerir de la presentación de una declaración de impuestos. Un menor debe presentar una declaración si, por ejemplo, debe impuestos de Seguro Social o de Medicare sobre sus ingresos por propinas.

¿Tiene un menor que pagar impuestos sobre el trabajo por cuenta propia?

Asimismo, si obtiene ingresos por trabajo por cuenta propia, puede que deba el impuesto sobre el trabajo por cuenta propia, lo cual significa pagar tanto la porción de impuestos de Seguro Social y de Medicare correspondiente al empleador como la correspondiente al empleado. El ingreso mínimo para tener que pagar el impuesto sobre el trabajo por cuenta propia es de $400 en 2023.

¿Debe un menor presentar una declaración de impuestos si su ingreso está por debajo del requisito de presentación?

Puede parecer innecesario el trabajo de presentar una declaración de impuestos si no cumplen los requisitos de ingreso para presentar, pero hay algunas buenas razones para presentar de todas formas, incluyendo:

  • Tuvieron impuestos retenidos de su cheque salarial.
  • Puede que sean elegibles para un reembolso.

Un experto en impuestos puede evaluar la situación tributaria de tu hijo y ayudarte a determinar si aún así de presentar.

¿Puedo yo reportar ingreso no ganado a nombre de mi hijo?

Si se requiere que tu hijo/a presente una declaración de impuestos por ingresos no derivados del trabajo, el IRS te da la opción de incluir sus ingresos en tu declaración. Existen ciertas restricciones, incluso un límite de dinero, y los impuestos que deberás podrían ser mayores que si tu hijo/a presentara una declaración de impuestos separada. Si calificas, presenta el Formulario 8814 junto con tu Formulario 1040, y el IRS no exigirá que tu hijo presente una declaración separada.

¿Puede mi hijo presentar una declaración de impuestos si lo reclamo?

Sí, si reclamas a tu hijo como dependiente, todavía pueden presentar su propia declaración de impuestos. Es importante notar que, si tu hijo presenta su propia declaración de impuestos, tu no incluirás su ingreso en la tuya.

Incluso si tu hijo está ganando y reportando su propio ingreso, puedes reclamarlo como dependiente mientas cumplan con los requisitos de Hijo Calificado del IRS. Si lo quieres hacer, puede que quieras repasar las reglas relacionadas a reclamar un dependiente en tu declaración de impuestos.

¿Puedo manejar la correspondencia del IRS en nombre de mi hijo?

Generalmente, un hijo es responsable de presentar su propia declaración de impuestos, pero hay razones por las cuales un padre tal vez tenga que involucrarse en el proceso.

Si por alguna razón, tu hijo no puede firmar su propia declaración de impuestos, vas a tener que firmar por él, e incluir las palabras “Por (firma), padre (o tutor) en nombre de un hijo menor”.

Si presentan por su cuenta, pero quieres ayudar en cualquier asunto relacionado a los impuestos a pagar, multas, u otra correspondencia, vas a necesitar que tomar un paso adicional al presentar la declaración. Al presentar la declaración, tú o tu hijo, o quien sea que esté llenando la información, debe marcar “Sí” en el recuadro en la sección de “Tercero autorizado” y escribir el nombre de quien está autorizado a discutir asuntos relacionados a su declaración de impuestos.

Si recibes correspondencia del IRS relacionada a su declaración de impuestos, debes contactar al IRS para dejarles saber que el asunto envuelve a un hijo menor.

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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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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  • 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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