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Guía para presentar la declaración de impuestos como cabeza de familia

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • December 13, 2023 9:11 AM
OVERVIEW

El estado civil para impuestos cabeza de familia típicamente permite una situación tributaria más generosa a los contribuyentes no casados que mantienen un hogar para una persona calificada, como un hijo o familiar.

TABLE OF CONTENTS

 

Smiling father giving his child a ride on his back.

Puntos clave

  •  El estado civil para propósitos de impuestos cabeza de familia ofrece escalas tributarias y una deducción estándar más generosas que cuando se presenta como soltero cuando se sostiene financieramente un hogar para una persona calificada.
  • Las personas calificadas pueden incluir a un hijo u otro dependiente que cumple ciertos requisitos de elegibilidad.
  • Los cabezas de familia deben pagar más de la mitad del costo de sostener financieramente un hogar y ser considerados no casados al último día del año.
  • Puede proveer límites de ingreso más altos para ciertos créditos tributarios.

¿Qué es el estado civil para impuestos cabeza de familia?

El estado civil para impuestos cabeza de familia típicamente permite una situación tributaria más generosa a los contribuyentes no casados que mantienen un hogar para una persona calificada, como un hijo o familiar.

Nota de TurboTax:

Para ser considerado cabeza de familia, debes presentar una declaración de individuo, ser considerado no casado, no ser reclamado en la declaración de alguien más y poder reclamar un dependiente calificado en tu declaración de impuestos.

¿Cuáles son las ventajas de presentar tus impuestos como cabeza de familia?

El estado civil para la presentación cabeza de familia primordialmente te provee dos beneficios:

  • Más ingreso tributable al cual se le aplica tasas tributarias más bajas
  • Una deducción estándar mayor

Por ejemplo, en el año tributario 2023:

  • La tasa del 12 % aplica contribuyentes solteros con un ingreso tributable entre $11,275 y $44,775. El ingreso tributable que excede esta cantidad tributa al 22 %.
  • Si calificas para presentar tus impuestos como cabeza de familia, puedes tener un ingreso tributable entre $15,700 y $59,850 antes de sobrepasar la escala tributaria del 12 % a la escala tributaria del 22 %.
  • Por ejemplo, si tu ingreso tributable es $50,000, presentar como cabeza de familia resulta en $620 menos en impuestos federales comparado a presentar tus impuestos como soltero.

Los cabezas de familia también reciben una deducción estándar mayor que contribuyentes que presentan como solteros o casados. La deducción estándar para los cabezas de familia es de $20,800 para el 2023. Contribuyentes solteros o casados que presentan por separado tienen derecho a una deducción estándar de solamente $13,850.

¿Quién puede presentar sus impuestos como cabeza de familia?

Para calificar, debes cumplir ciertos requisitos. Para presentar tu declaración como cabeza de familia, debes:

Este estado civil para los impuestos incluye padres solteros y divorciados, o padres legalmente separados con la custodia de su hijo. Además, también puedes ser un adulto que provee el sustento para un padre u otro familiar bajo circunstancias cualificadas.

¿Qué se requiere para sostener financieramente un hogar?

El primer requisito para presentar una declaración como cabeza de familia es que tienes que haber pagado más de la mitad de los gastos que implican mantener tu hogar durante el año tributario. Esto significa que tienes que haber pagado más de la mitad del total de las facturas del hogar, lo que incluye renta o hipoteca, facturas de servicios públicos, seguro, impuestos sobre la propiedad, alimentos, reparaciones y otros gastos comunes del hogar.

Si recibes asistencia financiera para los gastos de tu hogar por parte de un progenitor u otra persona, igualmente puedes calificar para presentar tu declaración como cabeza de familia si pagas más del 50 % de las facturas con tus propios ingresos, ahorros o capital.

¿Qué significa ser considerado no casado para el estado cabeza de familia?

El IRS también requiere que todos los contribuyentes que presentan su declaración como cabeza de familia sean “considerados solteros” al último día del año tributario. Ser considerado soltero significa lo siguiente:

  • Presentas una declaración separada
  • Pagaste más de la mitad del costo de mantener tu vivienda durante el año tributario
  • Tu cónyuge no vivió en el hogar durante los últimos seis meses del año tributario
  • Tu hogar fue la vivienda principal de la persona calificada por al menos seis meses del año
  • Tienes que poder reclamar a tu hijo/a como dependiente

Ten en cuenta que, si tú o tu cónyuge vivieron en casas separadas a raíz de una situación temporal, por ejemplo, servicio militar, viajes de negocios, estadía en un centro de tratamiento médico o por asistir a la universidad, el IRS igualmente te considera casado para el año tributario.

¿Qué es un hijo calificado?

El requisito de hijo calificado o dependiente se extiende más allá de tu propio/a hijo/a. Para ser considerado un hijo calificado, se debe cumplir con los criterios en cada una de las siguientes categorías:

  • El hijo debe ser tu hijo/a biológico/a, hijastro/a, hijo/a de crianza, hermano/a, hermanastro/a, medio hermano/a o un descendiente (hijo/a, nieto/a, bisnieto/a, etc.) de uno de estos familiares.
  • El hijo tiene que haber vivido en tu hogar por más de seis meses durante el año tributario.
  • El hijo debe ser más joven que tú.
  • Al final del año tributario, el hijo debe ser menor de 19 años si no es estudiante, o menor de 24 si es un estudiante activo a tiempo completo.
  • El hijo no puede haber pagado más de la mitad de sus gastos de vivienda durante el año tributario.

En algunos casos, es posible que puedas calificar para presentar tu declaración como cabeza de familia aun si no puedes reclamar a tu hijo/a como dependiente. Para padres separados o divorciados, si el hijo vivió en tu hogar por más de la mitad del año, puedes presentar tu declaración como cabeza de familia, incluso si el acuerdo de divorcio o separación da al otro padre el derecho a reclamar al hijo como dependiente.

¿Qué es un dependiente calificado?

Si tu dependiente no cumple los criterios para ser un hijo calificado, es posible que igualmente califiques para presentar tu declaración como cabeza de familia. Los siguientes familiares se consideran dependientes calificados para el estado civil cabeza de familia, siempre que proporciones más de la mitad de su sustento financiera y que vivan contigo durante más de la mitad del año

  • Tu hijo/a biológico/a, hijastro/a, hijo/a de crianza, hermano/a, hermanastro/a, medio hermano/a o un descendiente (hijo/a, nieto/a, bisnieto/a, etc.) de uno de estos familiares, con una discapacidad total y permanente, incluso si no cumple con los requisitos de edad para ser considerado/a un hijo calificado
  • Tu madre o padre
  • Tu padrastro, madrastra, sobrino/a, un/a hermano/a de uno de tus padres, o tu yerno, nuera, suegro/a o cuñado/a

Incluso si tu padre o madre no vivieron contigo por más de la mitad del año tributario, es posible que puedas calificar para presentar tu declaración como Cabeza de Familia. Si pagaste más de la mitad de los gastos de la vivienda principal de tu padre o madre durante todo el año tributario y eres elegible para reclamarlos como dependientes, entonces podrás presentar tu declaración como cabeza de familia.

¿Cómo se compara el estado cabeza de familia a otros estados civiles para efectos de presentación?

El estado civil para efectos de impuestos cabeza de familia tiene una deducción estándar y escalas tributarias más favorables que cuando se presenta como soltero, pero no tan favorable como casado que presenta en conjunto.

Cabeza de familia vs. Soltero

Quienes presentan como cabeza de familia pueden tener un ingreso tributable más bajo y un mayor potencial de reembolso que cuando utilizan el estado civil para efectos de presentación soltero. El estado cabeza de familia puede reclamar aproximadamente una deducción estándar 50 % mayor que los que presentan como solteros ($20,800 vs. $13,850 para 2023) Los cabezas de familia también pueden utilizar escalas tributarias más amplias que permiten que una mayor cantidad de su ingreso tributable caiga bajo escalas tributarias más bajas.

Cabeza de familia vs. Casado que presenta en conjunto

Quienes presentan en conjunto no pueden presentar como cabeza de familia, pero reciben una deducción estándar mayor junto con escalas tributarias más amplias. Quienes presentan en conjunto tienen una deducción estándar que duplica la de contribuyentes solteros y es aproximadamente 33 % mayor que la de cabeza de familia ($27,700 vs. 20,800 para 2023).

¿Qué son las escalas tributarias para el estado civil para efectos de impuestos cabeza de familia?

Cabeza de familia tiene escalas tributarias más generosas que quienes presentan como soltero o casado que presenta por separado. Para ver las escalas tributarias y tasas para cabeza de familia para el 2023, utiliza La Calculadora de Escalas Tributarias o ve información de escalas tributarias por año.

¿Cuál es la deducción estándar cuando se presenta como cabeza de familia?

La deducción estándar para cabeza familia es $20,800 para el 2023, la cual es mayor que la de quienes presentan como solteros o casados presentando por separado, pero menor que quienes presentan como casados presentando en conjunto.

¿Pueden dos personas presentar como cabeza de familia en su declaración?

Dos personas no pueden presentar como cabeza de familia en la misma declaración. Si están casados típicamente deben presentar como casados que presentan en conjunto o casados que presentan por separado en declaraciones separadas.

Dos personas pueden ambos reclamar cabeza de familia mientras viven en el mismo hogar, sin embargo, ambos tendrán que cumplir los criterios necesarios para ser elegibles para el estado cabeza de familia:

  • Ambos deben ser no casados
  • Ambos deben poder reclamar a un dependiente con un parentesco cercano
  • Ese dependiente debe residir en la misma residencia durante más de la mitad del año (o, en el caso de padres envejecidos, estos pueden vivir en otro lugar, pero debes haberles provisto al menos la mitad de su sustento financiero)
  • Ambos deben haber pagado más de la mitad del costo de mantener la porción del hogar para ellos y sus dependientes.

¿Puedo reclamar a mi novio/novia como dependiente y cabeza de familia?

Incluso si tu novio o novia cumple con la definición del IRS como dependiente “pariente calificado”, aún así no puedes utilizar el estado cabeza de familia porque esta persona no está relacionada a ti en las formas requeridas.

Aprende más de las reglas sobre si puedes o no reclamar a tu novio/novia como dependientes en tus impuestos sobre los ingresos.

¿Puedes reclamar cabeza de familia y no reclamar un dependiente?

Generalmente, necesitas reclamar un hijo calificado o a un dependiente en tu declaración como dependiente para presentar utilizando el estado cabeza de familia. Sin embargo, si eres el padre que tiene la custodia, puede que seas elegible para presentar utilizando el estado cabeza de familia si no puedes reclamar el niño como dependiente solo porque el padre que no tiene la custodia, lo incluye en su declaración cuando cumple con las siguientes reglas:

  1. No estás casado o se te considera no casado en el último día del año
  2. El hijo recibió más de la mitad de su sustento proveniente de sus padres
  3. El hijo está bajo la custodia de uno o ambos padres durante más de la mitad del año
  4. Firmas una declaración escrita que no reclamarás el hijo como dependiente para el año tributario y el padre que no tiene la custodia lo incluye en su declaración de impuestos

Cómo ayuda el estado civil para efectos de impuestos cabeza de familia

Presentar como cabeza de familia de puede ubicar en una escala tributaria más baja de la que pudieras estar bajo los estados soltero o casado que presenta por separado.

Incluso más, el estado cabeza de familia te permite reclamar una deducción estándar mayor que cuando presentas como soltero, lo que usualmente permite que pagues menos impuestos.

Este estado para efectos de impuestos pretende ayudar a padres solteros o a personas con dependientes calificados mantener más de su dinero para pagar por el costo añadido de mantener un hogar para una persona calificada.

Puede que encuentre requisitos distintos para tu estado civil para efectos de impuestos a nivel estatal.

Si necesitas ayuda determinando tu estado civil para efectos de impuestos, puedes visitar la herramienta del IRS de estado civil para efectos de impuestos para aprender más.

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.

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  • Tax Return Access: Included with all TurboTax Free Edition, Deluxe, Premium, TurboTax Live, TurboTax Live Full Service customers and access to up to the prior seven years of tax returns we have on file for you is available through 12/31/2024. Terms and conditions may vary and are subject to change without notice.

  • Easy Online Amend: Individual taxes only. Included with TurboTax Deluxe, Premium, TurboTax Live, TurboTax Live Full Service, or with PLUS benefits. Make changes to your 2023 tax return online for up to 3 years after it has been filed and accepted by the IRS through 10/31/2026. Terms and conditions may vary and are subject to change without notice. For TurboTax Live Full Service, your tax expert will amend your 2023 tax return for you through 11/15/2024. After 11/15/2024, TurboTax Live Full Service customers will be able to amend their 2023 tax return themselves using the Easy Online Amend process described above.

  • #1 best-selling tax software: Based on aggregated sales data for all tax year 2022 TurboTax products.

  • #1 online tax filing solution for self-employed: Based upon IRS Sole Proprietor data as of 2023, tax year 2022. Self-Employed defined as a return with a Schedule C tax form. Online competitor data is extrapolated from press releases and SEC filings. “Online” is defined as an individual income tax DIY return (non-preparer signed) that was prepared online & either e-filed or printed, not including returns prepared through desktop software or FFA prepared returns, 2022.

  • CompleteCheck: Covered under the TurboTax accurate calculations and maximum refund guarantees. Limitations apply. See Terms of Service for details.
  • 1099-K Snap and Autofill: Available in mobile app and mobile web only.

  • 1099-NEC Snap and Autofill: Available in TurboTax Premium (formerly Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed). Available in mobile app only. Feature available within Schedule C tax form for TurboTax filers with 1099-NEC income.

  • Year-Round Tax Estimator: Available in TurboTax Premium (formerly Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed). This product feature is only available after you finish and file in a self-employed TurboTax product.

  • **Refer a Friend: Rewards good for up to 20 friends, or $500 - see official terms and conditions for more details.

  • Refer your Expert (Intuit’s own experts): Rewards good for up to 20 referrals, or $500 - see official terms and conditions for more details.

  • Refer your Expert (TurboTax Verified Independent Pro): Rewards good for up to 20 referrals, or $500 - see official terms and conditions for more details

  • Average Refund Amount: Sum of $3140 is the average refund American taxpayers received based upon IRS data date ending 2/17/23 and may not reflect actual refund amount received.

  • Average Deduction Amount: Based on the average amount of deductions/expenses found by TurboTax Self Employed customers who filed expenses on Schedule C in Tax Year 2022 and may not reflect actual deductions found.

  • 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, 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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