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Guía para la compensación por desempleo e impuestos

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • August 22, 2024 4:16 PM
OVERVIEW

El IRS considera la compensación por desempleo como un ingreso tributable que debes reportar en tu declaración de impuestos. Los gobiernos estatales envían la Forma 1099-G del IRS a cada individuo que reciba compensación por desempleo durante el año.

 

Puntos clave

  • El IRS y algunos estados consideran que la compensación por desempleo es ingreso tributable, que tienes que reportar en declaración de impuestos federales.
  • El encasillado 1 del Formulario 1099-G “Ciertos Pagos Gubernamentales”, de tu agencia de desempleo estatal muestra la cantidad de compensación que debes reportar. Guarda este formulario junto con registros de impuestos.
  •  Reporta tu compensación por desempleo en el Anexo 1 de tu declaración de impuestos federal, en la sección de “Ingreso Adicional” y pasa tu información al Formulario 1040 principal.  
  • Si eliges que retengan impuestos de tus beneficios, el total de impuestos federales retenidos aparecerá en el encasillado 4 del Formulario 1099-G, y los impuestos estatales retenidos aparecerán en el encasillado 11.  

¿Qué es la compensación por desempleo?

La compensación por desempleo es una forma de asistencia monetaria provista por el gobierno federal y el estatal para las personas que están desempleadas. Estos beneficios suelen ser financiados por los impuestos pagados por los empleadores a nivel federal y estatal.

¿Es tributable la compensación por desempleo?

Si recibiste compensación por desempleo este año, puedes esperar recibir una Forma 1099-G "Pagos Gubernamentales" que reporta cuánto dinero recibiste en beneficios por desempleo.  El IRS considera la compensación por desempleo como ingreso tributable, y requiere que ea reportado en tu declaración de impuestos federal. Algunos estados cuentan los beneficios de desempleo como ingreso tributable. 

¿Quién es elgible para la compensación por desempleo?

Generalmente, los empleados que son despedidos o aquéllos que pierden su trabajo por razones ajenas a ellos califican para obtener beneficios por desempleo.  Los contribuyentes que quieren recibir compensación por desempleo deben presentar una solicitud a través de sus programas estatales. La cantidad de compensación que reciben depende de:

  • la cantidad de tiempo trabajado
  • sus ingresos
  • el beneficio máximo que su estado permite

¿Cómo tributa la compensación por desempleo?

Los beneficios por desempleo van incluidos junto con tus otros ingresos, como salarios, pagos e intereses bancarios (Para el año tributario 2020, los primeros $10,200 de ingreso por desempleo son libres de impuestos para los contribuyentes con un Ingreso Bruto Ajustado de $150,000 o menos). La cantidad total de los ingresos que recibes y tu estado civil como declarante, determinarán si necesitas presentar una declaración de impuestos.

Nota de TurboTax:

Utiliza el Centro de Beneficios de Desempleo de TurboTax para aprender más sobre beneficios por desempleo, seguro y elegibilidad.

¿Qué pasa si olvidas reportar tu compensación por desempleo?

Si olvidas reportar tu ingreso de desempleo, pudieras enfrentar multas. Para evitar esas penalidades, debes presentar una declaración de impuestos enmendada.

Para enmendar tu declaración de impuestos, utiliza el Formulario 1040-X. Cuando presentes tu declaración enmendada, vas a necesitar incluir el Formulario 1099-G.

¿Qué es el Formulario 1099-G?

Los gobiernos estatales de desempleo emiten un Formulario 1099-G del IRS para cada individuo que recibe beneficios por desempleo durante el año. En este formulario verás el monto total de tu compensación declarados en el Recuadro 1.

Cuando recibes beneficios puedes optar por hacer que tus impuestos federales y estatales sean retenidos de la compensación para evitar deber una gran cantidad de impuestos al final en tu declaración de impuestos. Si decides hacer que tu impuesto por ingresos sea retenido de tus beneficios:

  • el total de los impuestos federales retenidos aparecerá en el Recuadro 4
  • los impuestos estatales retenidos aparecerán en el Recuadro 11

Generalmente, debes recibir tu 1099-G en o entes de enero 31.

Algunos estados automáticamente enviarán por correo el Formulario 1099-G, mientras que otros lo entregarán basándose en la opción de entrega que seleccionaste.

Si elegiste recibir tú 1099-G electrónicamente, puedes encontrarlo en la página web de la agencia de desempleo de tu estado.  

Declarar sobre los beneficios por desempleo en tu declaración de impuestos

Debes declarar sobre tu compensación por desempleo en el Anexo 1 de tu declaración de impuestos federal en la sección de ingresos. La cantidad aparecerá en una línea específica en tu Formulario 1040. Recuerda guardar todos tus formularios, incluyendo el formulario 1099-G, junto con todos tus documentos de impuestos.

Si utilizas TurboTax para presentar tu declaración de impuestos, te preguntaremos acerca de tu ingreso por desempleo y pondremos toda la información en los formularios correctos por ti.

TurboTax está aquí para ayudar con nuestro Centro de Beneficios de Desempleo.  Aprende más sobre los beneficios de desempleo, seguros, elegibilidad y encuentra las respuestas a tus preguntas tributarias  y financieras.

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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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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  • Fastest Refund Possible: Get your tax refund from the IRS as fast as possible by e-filing and choosing to receive your refund by 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: $3,207 is the average refund amount American taxpayers received in the 2024 filing season based upon IRS data as of February 16, 2024 and may not reflect actual refund amount received.

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

  • Deduct From Your Federal Refund: Individual taxes only. Subject to eligibility requirements. Additional terms apply. 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; Requires Intuit Account. Quicken and QuickBooks import not available with TurboTax installed on a Mac. Imports from Quicken (2022 and higher) and QuickBooks Desktop (2023 and higher); both Windows only. Quicken import not available for TurboTax Desktop Business. Quicken products provided by Quicken Inc., Quicken import subject to change.

  • Live Tax Advice: Access to tax experts to obtain answers to tax questions and to assist with tax year 2024 return(s) prepared with TurboTax Desktop software. Additional fees apply. Must be purchased and used by October 31, 2025. Excludes TurboTax Desktop Business. See License Agreement for details.

  • 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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