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Consejos sobre impuestos si envías a tus hijos a escuelas privadas o públicas

Written by Riley Adams • Reviewed by Miguel Burgos, CPA

Updated for Tax Year 2022 • April 11, 2023 12:24 PM
OVERVIEW

INFORMACIÓN GENERALA qué escuela enviar a tu hijo suele ser una elección personal. Si eliges la escolaridad privada K-12, algunos beneficios tributarios federales pueden ayudar a reducir el costo.

children at desks in classroom

Puntos clave

• Bajo la ley de impuestos federal, el costo de matrícula no es deducible a menos que tu hijo asista a una escuela privada para necesidades especiales.

• Si el referido de un médico prueba que tu hijo requiere acceso a educación privada para necesidades especiales, el gasto podría calificar gastos médicos deducibles.    

• Aunque no puedes deducir el costo de matrícula de una escuela privada directamente, puedes evitar pagar impuestos sobre las ganancias de una Cuenta Coverdell de Ahorros para la Educación (ESA según sus siglas en inglés), si los fondos son utilizados para cubrir gastos de educación calificados de Kínder a duodécimo grado.    

• También puedes hacer retiros libres de impuestos de un Plan de Costo de Matrícula Calificado, también conocido como un Plan 529, si estos fondos son utilizados para pagar por el costo de matrícula (no para libros u otros gastos educativos).

¿Puedes obtener un beneficio tributario por enviar a tus hijos a la escuela?

Si envías a tus hijos a una escuela pública desde kínder hasta 12.° grado, por lo general, no obtendrás ningún beneficio tributario para ti. Del mismo modo, en la mayoría de los casos, no obtendrás un beneficio significativo sobre tus impuestos por enviar a tus hijos a escuelas privadas.

La ley sobre impuestos federales no te permite deducir el costo de matrícula de escuelas privadas para reducir tu responsabilidad fiscal federal.

Si tu hijo asiste a una escuela privada porque tiene necesidades especiales, podrías obtener un beneficio tributario sobre el costo de matrícula de la escuela privada K-12. Para calificar, necesitarás una constancia médica que pruebe que tu hijo requiere el acceso a educación privada especial. Y, si tu hijo califica, tal vez puedas deducir el costo de clases particulares o capacitación especiales además del costo de matrícula.

  • Para reclamar esta deducción, debes detallar tus deducciones en lugar de elegir la deducción estándar.
  • Los gastos deberían calificar como gastos médicos deducibles de impuestos que reduzcan tu Ingreso Bruto Ajustado (AGI) en un 7.5 %.

De lo contrario, no tendrás una oportunidad significativa de reclamar ahorros en impuestos por enviar a tus hijos a una escuela privada.

¿Qué beneficios tributarios están disponibles para pagar los costos de educación?

Lamentablemente, por lo general, el pago del costo de matrícula de una escuela privada no puede deducirse en tu declaración de impuestos federales sobre los ingresos. Por otra parte, tienes acceso a dos tipos de cuentas que pueden reducir el costo de gastos de educación calificados.

Cuentas con ventajas tributarias para pagar gastos de educación calificados

Puedes usar dos cuentas con ventajas tributarias para ayudar a pagar gastos de educación calificados: la cuenta de ahorros para la educación (ESA, por sus siglas en inglés) Coverdell y el plan de matrícula calificado (también conocido como plan 529). Estas cuentas te permiten invertir dinero para pagar ciertos gastos de educación desde kínder hasta 12.° grado, así como gastos universitarios y otros gastos de educación calificados.

Cuenta de ahorros para la educación (ESA) Coverdell

Si bien, por lo general, no puedes usar el costo de matrícula de una escuela privada para reducir tu responsabilidad fiscal de manera directa, el Gobierno podría ofrecer cierto alivio tributario en la forma de una cuenta de ahorros para la educación Coverdell, o ESA. Estas cuentas te permiten invertir tus ahorros para la educación sin pagar impuestos sobre las ganancias. Los fondos de cuentas ESA se pueden usar para cubrir gastos de educación calificados desde kínder hasta 12.° grado, por ejemplo:

  • costos de matrícula;
  • libros de texto;
  • otros insumos necesarios para el programa de educación de tu hijo.

Cada año, se pueden retirar de estas cuentas hasta $10,000 libres de impuestos por estudiante para pagar esos costos. Los beneficios tributarios de aportar a una cuenta Coverdell ESA tienen un tope: las contribuciones de cada beneficiario tienen un límite de $2,000 por año.  Por ejemplo: si los abuelos de tu hijo aportan $1,000 a su cuenta Coverdell, tú solo podrías aportar $1,000 más para el año.

Tus ingresos también podrían reducir los límites de las contribuciones.

  • Si tu Ingreso Bruto Ajustado Modificado de 2022 supera los $95,000 (o $190,000 si presentas tu declaración de manera conjunta), notarás una reducción gradual en los límites de tus contribuciones hasta que llegues a $190,000 ($210,000 si presentas tu declaración en conjunto); a partir de esa cantidad, ya no podrás hacer más contribuciones.
  • Si eres elegible, puedes hacer contribuciones a la cuenta hasta que tu hijo cumpla 18 años (esto no se aplica si tu hijo tiene necesidades especiales y más de 18 años).

 


 

Nota de TurboTax: Dos créditos educativos populares, el Crédito de la Oportunidad Estadounidense y el Crédito Perpetuo por Aprendizaje, pueden ser utilizados solamente para pagar el costo de educación superior. No se pueden utilizar para reducir el costo relacionado a educación de Kínder a duodécimo grado.

 


 

Planes 529 de ahorro para la educación

Al igual que ocurre con las cuentas Coverdell explicadas anteriormente, también puedes usar ahorros de planes 529 para pagar los costos de matrícula desde kínder hasta 12.° grado. Cada año, se pueden retirar de estas cuentas hasta $10,000 libres de impuestos por estudiante. Sin embargo, a diferencia de las cuentas Coverdell, para conservar el beneficio de exención de impuestos, el dinero del plan 529 puede usarse únicamente para pagar costos de matrícula, no para libros de texto, computadoras ni otros costos o actividades.

Estas dos valiosas cuentas de ahorros para la educación pueden proporcionar beneficios tributarios para el dinero después de impuestos que inviertas. Pero, a diferencia de usar estas cuentas a fin de ahorrar dinero para la universidad, no tendrás tanto tiempo para que aumente el valor de las inversiones. Como resultado, tus beneficios probablemente no sean tan buenos si necesitas el dinero antes. De todos modos, puede ser útil aprovechar cualquier ahorro en impuestos que puedas encontrar.

¿Hay créditos tributarios disponibles por asistir a la escuela?

Crédito por cuidado de dependientes para asistir a un establecimiento de cuidado extraescolar

El Crédito por Gastos de Cuidado de Hijos Menores o Dependientes ofrece un alivio tributario para los padres que son responsables de pagar el costo de cuidado de sus hijos. Si bien el crédito está orientado a padres o tutores que trabajan, si fuiste estudiante de tiempo completo o estuviste desempleado durante parte del año, también podrías calificar para reclamar el Crédito por Gastos de Cuidado de Hijos menores y Dependientes.

Si pagaste por servicios de un programa extraescolar, guardería, niñera, campamento de verano o de otro proveedor de servicios de cuidado para un hijo menor de 13 años o un dependiente con discapacidad de cualquier edad que califica, es posible que seas elegible para un crédito sobre tus impuestos de 2022 de hasta el 35 %, sujeto a los siguientes límites:

  • hasta $3,000 de gastos calificados (para un crédito máximo de $1,050) por un hijo o dependiente;
  • hasta $6,000 de gastos calificados (para un crédito máximo de $2,100) por dos o más hijos o dependientes.

Por ejemplo: para el año tributario 2022, un contribuyente con una persona calificada, $3,000 en gastos calificados y un AGI de $60,000 calificaría para un crédito no reembolsable de aproximadamente $600 (20 % x $3,000).

Crédito Tributario de la Oportunidad Estadounidénse

El Crédito Tributario de la Oportunidad Estadounidénse es un crédito disponible para estudiantes, para pagar el costo de asistir a la universidad. El crédito suele ofrecer mayores ahorros en impuestos que otros beneficios tributarios relacionados con la educación, ya que reduce los impuestos que adeudas dólar por dólar y una parte de él puede ser reembolsable. Sin embargo, no puedes usar este crédito para compensar costos relacionados con la educación K-12.

Crédito Perpetuo por Aprendizaje

El Crédito Perpetuo por Aprendizaje reduce dólar por dólar tu factura de impuestos respecto de una porción de los costos de matrícula, cuotas y otros gastos calificados que pagas para ti, tu cónyuge o un dependiente por inscribirse en una institución educativa postsecundaria. Sin embargo, ninguna parte del Crédito Perpetuo por Aprendizaje es reembolsable. Al igual que ocurre con el Crédito Tributario de la Oportunidad Americana, no puedes usar este crédito para reducir el costo de educación K-12 en una escuela privada.

¿Qué es una cuenta de gastos flexible para el cuidado de dependientes?

Una cuenta de gastos flexible para el cuidado de dependientes (DCFSA, por sus siglas en inglés) es una cuenta antes de impuestos que se puede usar a fin de pagar gastos elegibles para el cuidado de dependientes. Los dependientes calificados incluyen hijos menores de 13 años, un cónyuge discapacitado o un padre o madre de edad avanzada. Por lo general, tendrás que acceder a esta cuenta a través de un empleador que ofrezca este beneficio a sus empleados. Aunque los padres no pueden usar estos fondos para pagar el costo de matrícula de escuelas K-12 públicas ni privadas, pueden usar ese dinero antes de impuestos para ayudar a pagar servicios de cuidado extraescolar.

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Ve si calificas

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  • Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely satisfied with TurboTax Desktop, 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.

TURBOTAX CD/DOWNLOAD

  • Installation Requirements: Download option requires a free online Intuit account. Product activation requires internet connectivity. You must accept the TurboTax License Agreement to use this product. Not for use by paid preparers.

  • TurboTax CD/Download 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 may 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 connectivity.

  • Fastest Refund Possible: Fastest federal tax refund with e-file and 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: Sum of $3252 is the average refund American taxpayers received based upon IRS data date ending 12/30/22 and may not reflect actual refund amount received.

  • TurboTax Product Support: Customer service and product support hours and options vary by time of year.

  • #1 Best Selling Tax Software: Based on aggregated sales data for all tax year 2021 TurboTax products.

  • Deduct From Your Federal Refund: 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; May require a free Intuit online account. Quicken and QuickBooks import not available with TurboTax installed on a Mac. Imports from Quicken (2020 and higher) and QuickBooks Desktop (2020 and higher); both Windows only. Quicken import not available for TurboTax Business. Quicken products provided by Quicken Inc., Quicken import subject to change.

All features, services, support, prices, offers, terms and conditions are subject to change without notice.

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