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Lista de comprobación para impuestos

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • January 3, 2024 02:00 PM
OVERVIEW

Antes de comenzar a preparar tu declaración de impuestos sobre el ingreso, revisa la siguiente lista de comprobación. Te sorprenderá cuánto tiempo puedes ahorrar si organizas tu información de antemano.

 

Puntos clave

  • Ten a la mano los números de Seguro Social y fechas de nacimiento tuyos, de tu cónyuge y de tus dependientes antes de comenzar a preparar tu declaración de impuestos.

  • Recuerda reportar todo el ingreso, incluyendo reembolsos estatales y locales, beneficios del desempleo, pensión para el cónyuge divorciado, y ganancias por apuestas.

  • Ten la documentación para tus deducciones y créditos, incluyendo el costo por cuidado de hijos menores, costo de educación, costo de adopción, intereses hipotecarios y donaciones caritativas.

  • Documenta adecuadamente todos los impuestos que ya has pagado, incluyendo impuestos estatales y locales, impuestos sobre la propiedad, impuestos sobre propiedad personal, y cuotas por licenciamiento de vehículos.

Antes de que comiences

Antes de comenzar a preparar tu declaración de impuestos sobre el ingreso, revisa la siguiente lista de comprobación. No todas las categorías se aplicarán a tu caso, así que simplemente selecciona aquellas que sí lo hacen y asegúrate de tener esa información disponible. Cuando estés listo para preparar tu declaración de impuestos con el software TurboTax, te sorprenderá cuánto tiempo puedes ahorrar si organizas tu información de antemano.

Antes de comenzar la preparación de impuestos:

  1. Descarga esta lista de comprobación como archivo PDF e imprímelo. (¿No tienes Adobe Acrobat Reader? Descárgalo aquí. También puedes imprimir esta página y usar la lista de comprobación a continuación.)
  2. Coloca la lista de comprobación en una carpeta de archivos o adjúntala a la parte externa de la carpeta.
  3. A medida que recibas o ubiques los documentos tributarios, colócalos en la carpeta y márcalos en la lista como comprobados.
  4. Borra de la lista los elementos que no se apliquen a tu situación tributaria (está organizada con los elementos más comunes en la primera página).
  5. Escribe la información y las cantidades que aún no están disponibles en otros documentos, como tu número de ruta bancaria para el depósito directo.

Si usas un programa o aplicación para realizar el seguimiento de tus finanzas, imprime o descarga un reporte de tus transacciones del año tributario (p. ej., 2021). Esto facilitará en gran medida la preparación de tus impuestos y te ayudará a ver claramente a dónde va tu dinero cada año.

  • Tener esta información en un reporte es mucho más sencillo que revisar los cheques y los extractos bancarios de todo el año.
  • A medida que revises el reporte, destaca la información que necesitarás para preparar tu declaración de impuestos o haz notas para no olvidarte de algo más adelante.

Información personal:

El IRS (Servicio de Impuestos Internos) tiene que saber exactamente quien presenta la declaración y quién se incluye en tu declaración de impuestos. Para hacerlo, necesitarás los números de Seguro Social y las fechas de nacimiento tuyos, de tu cónyuge y de tus dependientes.

Información acerca de tus ingresos:

  • Ingresos por trabajos: formularios W-2 tuyo y de tu cónyuge
  • Ingresos por inversiones: varios formularios 1099 (-INT, -DIV, -B, etc.), K-1, información sobre opciones de acciones
  • Ingresos por reembolsos estatales y locales del impuesto sobre el ingreso y/o beneficios por desempleo: formularios 1099-G
  • Pensión para el cónyuge divorciado tributable recibida (Aplicable a divorcios finalizados antes del 1 de enero de 2019)
  • Ingresos agrícolas o de negocios: estado de ganancias y pérdidas, información sobre equipos y capital
  • Si usas tu hogar para fines comerciales: tamaño del hogar, tamaño de la oficina, gastos del hogar, gastos de la oficina
  • Distribuciones de cuentas IRA o pensiones: formularios 1099-R, 8606
  • Gastos e ingresos provenientes del alquiler de propiedades: estado de ganancias y pérdidas, información de pérdida suspendida sobre la propiedad de alquiler
  • Beneficios del Seguro Social: formularios SSA-1099
  • Ingresos a partir de la venta de propiedades: costo original y costo de las mejoras, reporte de operación de cierre de fideicomiso, información sobre deuda cancelada (formulario 1099-C)
  • Información de ventas a plazos del año anterior: formularios 6252, capital e intereses cobrados durante el año, número de Seguro Social y dirección del pagador
  • Otros ingresos varios: servicio en un jurado, ganancias de juegos y apuestas, cuenta de ahorros médicos (MSA, por las siglas en inglés), becas, etc.

Nota de TurboTax:

Utilizar un programa como Quicken® para llevar registros de tus finanzas, es mucho más fácil que ir a través de tus cheques y estados bancarios de todo el año.

Ajustes a tus ingresos:

Los siguientes puntos pueden ayudar a reducir la cantidad de tu ingreso sujeto a impuestos, que puede aumentar tu reembolso de impuestos o disminuir la cantidad que debes.

  • Contribuciones a cuentas IRA
  • Intereses pagados sobre préstamos estudiantiles
  • Contribuciones a una cuenta de ahorros médicos (MSA)
  • Gastos de mudanza (para los años tributarios anteriores al 2018 y solo para las declaraciones federales, aunque tu estado podría permitirlos de todos modos)
  • Pagos de seguro médico para empleados por cuenta propia
  • Keogh, SEP, SIMPLE y otros planes de pensión para empleados por cuenta propia
  • Pensión alimentaria pagada deducible de impuestos (Aplicable a divorcios finalizados antes del 1 de enero de 2019)
  • Gastos de educador

Créditos y deducciones de impuestos detalladas:

El Gobierno ofrece un número de deducciones y créditos para ayudar a disminuir la carga tributaria sobre los individuos, lo que implica más dinero en tu bolsillo. Para asegurarte de recibir todas las deducciones y los créditos que mereces, necesitarás la siguiente documentación.

  • Costos de cuidado de hijos menores: nombre, dirección e id. de impuestos del proveedor, y la cantidad pagada
  • Costos de educación: formularios 1098-T, gastos de educación
  • Costos de adopción: número de Seguro Social del menor y costos legales, médicos y de transporte
  • Intereses hipotecarios de la vivienda y puntos que pagaste: formularios 1098
  • Gasto de intereses por inversión
  • Donaciones benéficas: cantidades en efectivo y valor de propiedades donadas, millas conducidas y gastos por cuenta propia
  • Pérdidas por robos y hechos fortuitos: cantidad de los daños, reembolsos de seguros
  • Otras deducciones de impuestos varias: cuotas sindicales, gastos de empleado no reembolsados (uniformes, insumos, seminarios, educación continua, publicaciones, viajes, etc.) (para los años tributarios anteriores al 2018 y solo para las declaraciones federales, aunque tu estado podría permitirlos de todos modos)
  • Gastos médicos y odontológicos
  • Créditos energéticos

Impuestos que pagaste:

Documentar adecuadamente los impuestos que ya pagaste puede evitar que pagues de más.

Otra información:

  • Pago de impuestos estimados efectuado durante el año, reembolso del año anterior aplicado al año actual y cualquier cantidad pagada con una prórroga para presentar
  • Información para el depósito directo: números de cuenta y de ruta
  • Información de la cuenta bancaria en el extranjero: ubicación, nombre del banco, número de cuenta, valor máximo de la cuenta durante el año

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.

$89*
Los impuestos estatales son adicionales.
Comienza gratis

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.

Comienza por $0

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The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.

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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 2024 TurboTax individual tax return, we will provide one-on-one question-and-answer support with a tax professional, if requested through our Audit Support Center, for audited individual returns filed with TurboTax Desktop for the current 2024 tax year and, for individual, non-business returns, for the past two tax years (2022, 2023). 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 software, 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. Desktop add-on products and services purchased are non-refundable.

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 software, 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. Desktop add-on products and services purchased are non-refundable.

TURBOTAX DESKTOP DISCLAIMERS

  • 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 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 connection. Desktop add-on products and services purchased are non-refundable.

  • 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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