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Consejos para presentar el formulario de impuestos 1040EZ

Written by a TurboTax Expert • Reviewed by a TurboTax CPAUpdated for Tax Year 2017 • December 29, 2023 01:58 PM
OVERVIEW

Los ciudadanos o residentes de los Estados Unidos pueden presentar una declaración de impuestos en los formularios 1040, 1040A o 1040EZ. Existen algunas limitaciones que pueden modificar la cantidad de impuestos que debas pagar, o la cantidad potencial de tu reembolso de impuestos.

Para los años tributarios 2018, los Formularios 1040A y EZ ya no estarán disponibles.  Estos han sido reemplazados con los nuevos Formularios 1040 y 1040-SR.  Para aquellos contribuyentes que necesitan presentar sus declaraciones de impuestos de años previos al 2018, pueden continuar utilizando  los Formularios 1040A o 1040EZ hasta el año tributario 2017.

La siguiente información es vigente para los años previos al 2018

Si eres ciudadano o residente de los Estados Unidos, puedes presentar una declaración de impuestos en los formularios 1040, 1040A o 1040EZ. El formulario 1040EZ es el más breve de los tres, pero eso no lo convierte automáticamente en el mejor para ti. Tiene algunas limitaciones que pueden cambiar la cantidad del impuesto que deberás pagar, o el tamaño potencial de tu devolución de impuestos.

Dos opciones de estado de presentación

Las únicas opciones de estado de presentación del 1040EZ son la presentación como soltero y como casado en conjunto. Los estados de jefe de familia y viudo calificado no están disponibles porque ambos requieren que declares al menos un dependiente, lo que no permite el 1040EZ.

Eludir una exención de dependiente para poder ahorrar tiempo al preparar tus impuestos no es una buena idea. Las exenciones de dependiente son como deducciones y pueden hacer que ahorres una cantidad importante de dinero en impuestos. Si tienes dependientes, deberías hacer la presentación utilizando el 1040A o el 1040 en su lugar. Además, si necesitas hacer una presentación como casado por separado, el 1040EZ no es una opción para ti.

No puedes detallar deducciones en el 1040EZ

Detallar deducciones no es una opción en el formulario 1040EZ (debes tomar la deducción estándar). Detallar deducciones es bueno cuando el valor total de las mismas es mayor que la deducción estándar para tu estado de presentación. Puesto que puedes tomar la mayor de las dos deducciones, determina si tienes gastos calificados para detallar antes de escoger la forma 1040EZ.

Los gastos comunes deducibles en el Schedule A (Anexo A) incluyen pagos de intereses hipotecarios, impuestos estatales y locales, donaciones caritativas, gastos de empleado no reembolsados, gastos médicos y dentales.

En resumen, si tus deducciones detalladas son mayores que la deducción estándar permitida, te resultará más beneficioso presentar un Formulario 1040 en lugar de un 1040EZ.

Ajustes al AGI (“adjusted gross income” o ingreso bruto ajustado)

Cada declaración de impuestos calcula tu ingreso bruto ajustado, o AGI, como el ingreso total que declaras menos ciertas deducciones específicas que el IRS llama ajustes al ingreso. No se permiten ajustes al ingreso en el Formulario 1040EZ, por lo que tu AGI siempre será igual a tu ingreso total.

No debes dejar pasar oportunidades de reclamar deducciones simplemente por completar un formulario tributario más breve o simple. Por lo tanto, debes familiarizarte con todos los ajustes disponibles para el año tributario, y solamente presentar el 1040EZ si no calificas para tomar ninguno de éstos. Los ajustes comunes incluyen la deducción de intereses de préstamo estudiantil, las contribuciones a cuentas tradicionales IRA (cuenta personal de jubilación), impuestos de trabajo por cuenta propia y pagos de pensiones para el cónyuge divorciado.

Otras consideraciones

El 1040EZ tiene una limitación: tu ingreso sujeto a impuestos, incluyendo el ingreso de tu cónyuge si hacen una presentación conjunta, debe ser menor a US$100,000. El ingreso que declares solamente puede proceder de salarios por empleo, becas tributables y subsidios, dividendos del Fondo Permanente de Alaska (“Alaska Permanent Fund”), ganancias totales de interés de US$1,500 o menos y de compensaciones por desempleo. Por último, si utilizas un 1040EZ, no puedes solicitar créditos fiscales a excepción del Crédito por Ingreso del Trabajo.

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.

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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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