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Declaraciones de impuestos para primerizos

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • December 12, 2023 9:28 AM
OVERVIEW

Declarar impuestos no tiene que ser complicado para los principiantes. Cuanto más aprendas sobre el sistema tributario, menos estrés sentirás cuando presentes tu declaración de impuestos por primera vez.

 

declaracion de impuestos para primerizos

Presentación por primera vez

Toda primera vez suele ser un desafío.

No sabes qué esperar. No estás muy seguro de qué hacer o si lo estás haciendo bien. ¿Tendrás todo lo que necesitas? Y ¿qué consecuencias tendrás si cometes errores por distracción?

Es posible que muchas de estas preguntas se te crucen por la mente la primera vez que prepares tu declaración de impuestos.

Averiguar lo que no sabes puede darle sentido a cada elemento del formulario en el que presentas tu declaración.


Muchos contribuyentes se perjudican a sí mismos con las deducciones por no llevar bien los registros.

—Karen M. Reed, directora de comunicaciones de TaxResources Inc.


Quiénes deben presentar declaraciones

"Antes de terminar con dolor de cabeza por leer las normas del Servicio de Impuestos Internos, debes determinar si tienes que reportar tu ingreso", comenta un experto.

Desde Cora Parks (Atlanta), el autor del blog TaxToday afirma que los contribuyentes principiantes deben fijarse si han recibido suficientes ingresos para el año tributario como para que se active la obligatoriedad de presentación.

"Esta cantidad se determina por el estado civil tributario de quien realiza la presentación, su edad y su situación de dependencia", agrega Parks.

Por ejemplo, en 2023, si eres menor de 65 años y declaras tus impuestos como soltero o casado que presenta la declaración por separado, por lo general, tienes que presentar una declaración de impuestos si tu ingreso bruto es de $13,850. Esta cantidad aumenta a $14,600 en el 2024.

En la Tabla A de "Instrucciones sobre el Formulario 1040 de 2023", se detallan diez situaciones de presentación diferentes y el límite de ingresos correspondiente a partir del cual debes presentar tu declaración.

Por otro lado, como comenta Parks, un trabajador por cuenta propia que ganó la misma cantidad no puede liberarse de esta obligación tan fácilmente. Esta persona es responsable por la cantidad total de impuestos adeudados al Gobierno, en lugar de solo la mitad, como es el caso de un individuo cuyo empleador retiene el pago de impuestos sobre los ingresos y lo envía al Gobierno.

Presentar la declaración de impuestos no tiene por qué ser complicado para los principiantes. Como la mayoría de los primerizos no tienen dependientes ni tantas reclamaciones, son elegibles para una versión simple del Formulario 1040. Si tus impuestos son más complicados, tendrás que adjuntar varios anexos y formularios que le proporcionen al IRS la información necesaria para procesar tu declaración de impuestos.

Independientemente de si estás obligado a presentar la declaración o no, es recomendable que lo hagas porque, si tu empleador ha estado reteniendo impuestos, es posible que te deban un reembolso.

El poder de las deducciones

Contabilizar los gastos deducibles vale la pena para quienes deseen ahorrar dinero, pero puede ser un problema para aquellos que tiran los recibos y les resulta difícil anotar datos como millaje y transacciones de gastos.

Ser capaz de deducir los gastos de tu empresa o de tu hogar puede ser uno de los lados positivos de declarar impuestos. Estas deducciones pueden reducir tus impuestos y, quizás, hacer que recibas un reembolso.

"Pero tienes que comprobar lo que has gastado", observa Karen M. Reed, directora de comunicaciones de TaxResources Inc., en Citrus Heights (California).

"Debes tener la documentación en orden para cuando prepares tu declaración de impuestos, no un par de años después, cuando te llegue una auditoría y no puedas recordar lo que hiciste hace tanto tiempo", advierte. "Muchos contribuyentes se perjudican a sí mismos con las deducciones por no llevar bien los registros".

"Si posteriormente el IRS te cuestiona las deducciones", explica Reed, "te rechazarán aquellas que no puedas justificar con documentación".

La mayoría de las deducciones necesitan una factura y un comprobante de pago, como un cheque cancelado o el estado de cuenta de la tarjeta de crédito.

Según Reed, se deben cumplir varias condiciones para que el IRS apruebe cualquier deducción, por lo que recomienda a los contribuyentes que se tomen el tiempo para entender la diferencia entre gastos personales y gastos de la empresa.

"Muchos contribuyentes primerizos creen que pueden deducir la totalidad de sus comidas con los compañeros de trabajo como 'comidas de negocios'", comenta Reed. "Otro ejemplo son los regalos empresariales. La mayoría de las personas no se da cuenta de que el descuento tiene un límite de $25 por beneficiario, por año tributario".

El contribuyente también debe saber que no todas las deducciones afectan la cantidad de impuesto sobre ingresos por pagar o la cantidad del reembolso.

"Muchos contribuyentes primerizos se sorprenden cuando los gastos médicos que ingresan en un programa de impuestos no cambian el resultado final de sus declaraciones", sostiene Reed. "Pero el motivo es que existen limitaciones a estos gastos, que solo son deducibles cuando se supera un determinado porcentaje del Ingreso Bruto Ajustado".

Estado Civil, Formulario W-2 y Formulario 1099

Charles Davidson, propietario de la empresa Accelerated Education Systems, ubicada en Redding, (California) explica que la mayoría de los contribuyentes primerizos con los que se ha encontrado tienen más de un Formulario W-2, el formulario que prepara un empleador, en el que se muestran los salarios brutos y netos de los empleados junto con los impuestos federales, estatales, de Seguro Social y de Medicare retenidos.

Según comenta Davidson, es importante que los primerizos sepan que no pueden presentar su declaración hasta que tengan el Formulario W-2 de cada empleador.

"Algunos primerizos se sorprenden al enterarse de que han estado contribuyendo a un plan 401(k) o a un plan de jubilación a través de sus empleadores", señala. "Las contribuciones a un plan de jubilación pueden hacer que el contribuyente pueda reclamar el Crédito por Contribuciones para Ahorros para la  Jubilación".

También debes considerar el estado civil tributario, que puede ser soltero, casado que presenta la declaración de forma conjunta o jefe de familia. "Identificar el estado civil tributario correcto puede resultar complicado entre los tantos arreglos de vida no tradicionales actuales", señaló Davidson, y agregó que algunos no entienden lo que significa "jefe de familia" cuando lo reclaman.

"Muchos tratan de presentar sus declaraciones de impuestos como jefes de familia aunque no tengan un dependiente calificado en el hogar", expresó Davidson. "Como implica una deducción estándar más grande, es ventajoso realizar la presentación como jefe de familia; pero si no puedes declarar legítimamente de esa manera, hacerlo podría significar que te realicen una auditoría". El enfoque sobre el estado civil tributario que se incluye en las instrucciones del Formulario 1040 explica las condiciones que deben cumplirse para que el contribuyente pueda reclamar como "jefe de familia".

"Seleccionar el estado civil tributario y reclamar dependientes puede resultar confuso, incluso para los profesionales de impuestos", comenta Davidson, y anima a los contribuyentes primerizos a investigar atentamente los requisitos.

¿Y qué hay de todos los ingresos adicionales que obtuviste el año pasado? Sí, también debes declararlos. Es posible que recibas un Formulario 1099 de la empresa para la que realizas el trabajo como trabajador por cuenta propia o como contratista independiente, o tal vez no lo recibas.

"Las empresas no tienen obligación de emitir un Formulario 1099 si el ingreso es menor que $600", comentó Davidson. "[Pero] los contribuyentes deben reportar todos los ingresos de todas las fuentes de ingreso de todo el mundo. Esto incluye las actividades en línea, como eBay o programas afiliados".

Incluso si has ganado poco dinero pero no recibiste un Formulario 1099, eso no te exime de reportar los ingresos al IRS.

"A estos contribuyentes yo los llamo 'empresarios accidentales', porque no se dan cuenta de que esos ingresos misceláneos básicamente los convierte en empresa", agrega Davidson. "Pueden deducir legalmente todos los gastos que les permitieron ganar ese dinero. También esto implica tener que presentar un Anexo C, lo que puede resultar mucho más intimidante".

Aprende todo lo que debes saber

Cuanto más puedas aprender sobre el sistema tributario, menos estrés sentirás cuando presentes tus primeros formularios.

"Si eres un contribuyente primerizo, debes mantenerte tranquilo, centrado y curioso", comenta Karen M. Reed, directora de comunicaciones de TaxResources Inc., en Citrus Heights (California). "Debes interesarte por lo que estás haciendo, ya que es un gran componente de tu vida financiera".

Reed recomienda que no esperes hasta el último momento para pensar acerca de tus impuestos y que no te apures durante el proceso de preparación de la declaración.

"Indaga un poco más profundo y tómate el tiempo necesario para asegurarte de entender todos los registros de tu declaración de impuestos", aconseja. "Y no olvides revisarlo: un error en un solo dígito puede llevar a resultados desastrosos".

Realizar la presentación con TurboTax da tranquilidad

TurboTax fue desarrollado con los contribuyentes primerizos en mente. Te guiamos paso a paso con preguntas simples y claras, y aplicamos las leyes fiscales subyacentes que corresponden. Además, hacemos los cálculos y llenamos todos los formularios de impuestos necesarios. TurboTax incluso te recomendará las mejores opciones para ti a la hora de seleccionar el estado civil tributario, las deducciones y los créditos, y otras áreas que influyen en tus impuestos. Además, revisamos que tu declaración no tenga errores y, en el caso de que detectemos alguno, te indicaremos cómo solucionarlo. Y si alguna vez no estás seguro de una respuesta o necesitas asesoramiento de expertos para tu declaración, puedes hablar de manera directa y gratuita con uno de nuestros profesionales de impuestos altamente capacitados.

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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  • 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, FL, GA, IL, MI, MO, NC, NV, NY, OH, PA, SD, TX, UT, VA, WA, 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 2023 TurboTax individual tax return, we will provide one-on-one question-and-answer support with a tax professional, if requested through our Audit Report Center, for audited individual returns filed with TurboTax Desktop for the current 2023 tax year and, for individual, non-business returns, for the past two tax years (2021, 2022). 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, 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 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, 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 DESKTOP

  • 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 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 $3140 is the average refund American taxpayers received based upon IRS data date ending 02/17/23 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 2022 TurboTax products.

  • Deduct From Your Federal or State Refund (if applicable): A $40 Refund Processing Service fee may apply 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 (2021 and higher) and QuickBooks Desktop (2021 and higher); both Windows only. Quicken import not available for TurboTax Desktop Business. Quicken products provided by Quicken Inc., Quicken import subject to change.

  • 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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