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Pasos para reclamar a un padre anciano como dependiente

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • December 20, 2023 01:45 PM
OVERVIEW

Si cuidas a un padre anciano, él podría calificar como tu dependiente, lo que resultaría en beneficios tributarios adicionales para ti.

Puntos clave

  • Un padre puede calificar como dependiente si su ingreso bruto no excede $4,700 (año tributario 2023) y el sustento financiero que proveas exceda su ingreso por al menos un dólar durante el año tributario.

  • El ingreso del Seguro Social generalmente no cuenta hacia el Ingreso Bruto de tus padres, per hay excepciones, como cuando tu progenitor(a) tiene ingreso adicional de intereses y dividendos.

  • Puedes contar el valor justo del mercado de la habitación que tu padre ocupe en tu hogar, el costo de la comida que proveas, facturas médicas y otros gastos básicos que puedas pagar como parte del sustento que provees.
  • Si pagas más de 7.5 % de tu ingreso bruto ajustado en el cuidado médico de tus padres, es probable que puedas reclamar los gastos médicos como una deducción detallada en el Anexo A, incluso si tus padres no cumplen el requisito de ingreso para ser reclamados como dependientes.

Reclamar a los padres como dependientes

La primera cosa que viene a la mente cuando se consideran a los dependientes es la relación padre/hijo. Pero si cuidas a un padre anciano, tu padre puede calificar como tu dependiente, lo que resultaría en beneficios tributarios adicionales para ti. Una vez que determines que ambos cumplen con los criterios del IRS (siglas en inglés del Servicio de Impuestos Internos), puedes reclamar a tu padre como dependiente en tu declaración de impuestos.

Limitación de Ingresos

Tu padre debe primero cumplir con los requisitos de ingresos establecidos por el IRS para ser reclamado como tu dependiente. Para calificar como dependiente,

  • Tu padre no puede haber ganado o recibido una cantidad mayor a la exención personal para el año tributario en curso.
  • Esta cantidad es determinada por el IRS y puede cambiar de año en año.
  • El límite de ingreso bruto para para el 2023 es $4,700.
  • En general, no se toman en cuenta los ingresos del Seguro Social, pero hay excepciones. Si tu padre tiene otros ingresos, como por ejemplo, intereses o dividendos, una parte del Seguro Social también puede estar sujeto a impuestos.

Requisito de manutención

Debes haber proporcionado más de la mitad de la manutención de tus padres durante el año tributario con el fin de reclamarlo como dependiente.  La cantidad provista como sustento debe superar el ingreso de tus padres por al menos un dólar.

Al determinar el valor monetario de la cantidad de apoyo que proporcionas, debes tener en cuenta varios factores:

    • Calcula el valor justo de mercado de la habitación que tu padre ocupa en tu casa. Pregúntate cuánto alquiler puedes cobrar a un inquilino por el espacio.
    • Considera el costo de los alimentos que proporcionas.
    • No te olvides de incluir los servicios públicos, gastos médicos y gastos generales de vida que también pagas.
    • Compara el valor de la manutención que prestas con cualquier ingreso, incluido el Seguro Social, que tu padre recibe para determinar si cumples con el requisito de asistencia.

Nota de TurboTax:

Si tus padres no son física o mentalmente capaces de valerse por si mismos y tienes que pagar por su cuidado para que puedas trabajar o buscar trabajo, tal vez seas elegible para el Crédito por Gastos de Cuidado de Menores, un crédito no reembolsable.

Deducción de los gastos médicos

Si pagaste por la atención médica de tu padre, es posible que puedas deducir los gastos. Puedes reclamar los gastos médicos como una deducción detallada en el Anexo A. Las deducciones detalladas son beneficiosas cuando superan la cantidad de la deducción estándar que se te permite reclamar.

    • Puedes deducir los gastos médicos de tu padre incluso si no cumple con el requisito de ingresos para ser declarado como tu dependiente, siempre y cuando le proporciones más de la mitad de su manutención.
    • El total de gastos médicos, incluyendo el costo de los medicamentos recetados, los equipos, la atención hospitalaria y las visitas al médico, debe superar el 7.5 % de tu ingreso bruto ajustado para que puedas reclamar estos gastos médicos.

Crédito por cuidado de dependientes

Para el 2023, el crédito por cuidado hijos y dependientes es un crédito fiscal no reembolsable.  Puede ser reclamado por los contribuyentes que pagan por el cuidado de un individuo calificado y cumplen con otros requisitos.

  • Si tu padre está física o mentalmente incapacitado de cuidarse a sí mismo, es un individuo calificado.
  • Necesitas tener ingresos y gastos relacionados con el trabajo para calificar. Esto significa que el cuidado debe haber sido recibido mientras estabas trabajando o buscando trabajo.
  • Además, debes ser capaz de identificar propiamente al proveedor del cuidado. Esto incluye dar el nombre del proveedor, dirección y número de identificación (ya sea el número de Seguro Social o el número de identificación del empleador).
  • Si estás casado pero presentas una declaración separada de tu cónyuge, no puedes reclamar este crédito.

Solo para el 2021:

Para el 2021, el Plan de Rescate Estadounidense trae cambios significativos a la cantidad y forma que el Crédito por Gastos de Cuidado de Hijos Menores y Dependientes puede ser reclamado. Esta ley aumenta la cantidad gastos elegibles para el crédito, disminuye la reducción del crédito debido a límites de ingreso, y lo hace completamente reembolsable. Esto quiere decir que, contrario a años anteriores, puedes recibir el crédito incluso si no debes impuestos.

Así que para el año tributario 2021 (los impuestos que presentas en el 2022):

  • La cantidad de gastos calificados aumenta de $3,000 a $8,000 por una persona calificada y de $6,000 a $16,000 por dos o más individuos calificados
  • El porcentaje de gastos calificados elegibles para el crédito aumenta de 35% a 50%
  • El límite para comenzar a reducir el crédito ha sido aumentado de $15,000 a $125,000 del Ingreso Bruto Ajustado (AGI según sus siglas en inglés).

Además, para el año tributario 2021, la cantidad máxima que se puede contribuir a una cuenta flexible de gastos para cuidado de dependientes y la cantidad libre de impuestos que un empleador puede proveer para el cuidado de dependientes ha aumentado de $5,000 a $10,500.

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 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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  • 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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