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Formulario 1099-K decodificado para trabajadores por cuenta propia

Written by a TurboTax Expert • Reviewed by a TurboTax CPAUpdated for Tax Year 2023 • May 23, 2024 02:18 PM
OVERVIEW

Si bien el IRS (Servicio de Impuestos Internos) requiere la presentación del Formulario 4868 para solicitar una prórroga de impuestos, cada estado tiene sus propios requisitos.

Formulario 1099-K: conceptos básicos

La temporada de impuestos requiere planificación y organización por parte de todos, especialmente cuando trabajas por cuenta propia. Además de realizar un seguimiento de los gastos relacionados con tu empresa, es probable que tengas que registrar el flujo de ingresos de varios clientes.

El Formulario 1099-K te permite dar seguimiento de los pagos que recibiste a través de una entidad de liquidación de pagos (PSE, por sus siglas en inglés), incluidos los pagos realizados con los siguientes medios:

  • Tarjetas de crédito
  • Servicios de pago en línea, como PayPal
  • Plataformas para trabajadores independientes, como Upwork, que administran los pagos de los clientes por ti.

El Formulario 1099-K refleja el valor de las transacciones que procesó la entidad de liquidación de pagos por ti en el último año. Incluso si no eres un trabajador por cuenta propia ni el dueño de una pequeña empresa, puedes obtener un Formulario 1099-K.

El IRS exige que toda entidad de liquidación de pagos envíe un Formulario 1099-K, a más tardar, el 31 de enero a las empresas y personas físicas que superaron un cierto límite durante el año. En los años tributarios 2023 y anteriores, el límite es para pagos de transacciones por redes de terceros que superen los $20,000 y las 200 transacciones.

El IRS tenía planes de implementar cambios en el requisito de reporte 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.

No hay límite para las transacciones con tarjetas de pago, como el pasar las tarjetas de crédito.

Sin embargo, es posible que recibas un Formulario 1099-K de ciertas PSE aunque el IRS no lo exija. Muchas PSE los envían a todos sus proveedores, incluso si solo procesaron unas pocas transacciones y no llegan al límite.

Cómo usar el Formulario 1099-K para preparar tus impuestos

Debes conservar todos tus Formularios 1099-K a fin de prepararte para la temporada de impuestos, ya que reportan una parte de tus ingresos de trabajo por cuenta propia durante el año. Usa la información que figura en tus Formularios 1099-K y en otros libros y registros para determinar tu ingreso anual. Recuerda que no haber recibido un Formulario 1099-K no significa que no tengas que reportar todos los ingresos que hayas recibido.

Si eres un emprendedor independiente o un propietario único, tus Formularios 1099-K se toman en cuenta para tus ingresos de trabajo por cuenta propia, que están sujetos a impuestos sobre el trabajo por cuenta propia. Registra la información de tus Formularios 1099-K como ingresos en el Anexo C.

Si tu cliente paga ciertos gastos en tu nombre (por ejemplo, las tasas de procesamiento que se deducen incluso antes de que te llegue el pago), estarán incluidos en tu Formulario 1099-K que reflejará un ingreso superior al que realmente recibiste. No te preocupes. Puedes deducir estos costos como gastos comerciales en el Anexo C para que tu responsabilidad tributaria coincida con tus ingresos.

No mezcles las finanzas personales con las comerciales

Las entidades de liquidación de pagos no pueden distinguir los pagos comerciales de los personales, así que no debes mezclarlos. Asegúrate de no aceptar pagos por gastos personales en la misma cuenta que usas para gastos comerciales.

Por ejemplo, supongamos que un familiar quiere enviarte $100 por tu cumpleaños y usa tu lector de tarjetas de crédito para hacerlo. La PSE no puede determinar que se trata de un regalo personal en lugar de una transacción comercial. Como resultado, el regalo se incluirá en el total que figure en tu Formulario 1099-K.

Si bien no tienes que reclamar dicho regalo como ingreso, toda discrepancia entre los ingresos reportados en tus Formularios 1099-K y los ingresos que reportas al IRS puede generar una señal de alarma que lleve a una auditoría. Para evitar inconvenientes, usa las PSE únicamente para transacciones comerciales.

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.

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