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¿Qué documentos debo llevar a mi preparador de declaraciones impuestos?

Written by a TurboTax Expert • Reviewed by a TurboTax CPAUpdated for Tax Year 2023 • April 11, 2024 4:56 PM
OVERVIEW

Ya sea que prepares los impuestos por tu cuenta o los hagas con la ayuda de un preparador de impuestos en línea o en un establecimiento, conocer qué documentos necesitas te ayudará a evitar errores durante la presentación de impuestos y reducir tu factura tributaria.

¿Qué documentos necesito para presentar mi declaración de impuestos?

Además de una prueba de tu identidad y las de tus familiares, debes entregarle al preparador de impuestos estos documentos:

  1. Documentos del Seguro Social
  2. Documentos de ingresos, como el Formulario W-2 y el Formulario MISC-1099
  3. Formularios de impuestos que reportan otros tipos de ingresos, como el Anexo K-1 para fideicomisos, sociedades colectivas y sociedades anónimas de tipo S
  4. Registros de deducciones de impuestos
  5. Recibos de gastos

1.  Detalles del Seguro Social

La información más importante que necesita un Contador Público Autorizado, un preparador de impuestos o un software de preparación de impuestos para presentar tu declaración de impuestos es tu nombre completo y tu número de Seguro Social o número de identificación personal del contribuyente, así como los de tu cónyuge y tus dependientes.

La forma más sencilla de asegurarte de que tanto los datos como los números en tu declaración de impuestos sean correctos es proporcionar lo siguiente:

  • Las tarjetas del Seguro Social de todas las personas incluidas en tu declaración de impuestos.
  • Otra forma de identificación que corrobore que la información del Seguro Social es tuya. Puedes usar cualquier identificación emitida por el Gobierno que incluya una fotografía, como una licencia de conducir, un pasaporte o una tarjeta de identificación estatal.

2.  Documentos de ingresos

Aunque tu empleador debe reportar tus ingresos directamente al IRS (Servicio de Impuestos Internos), tu preparador de impuestos también necesitará la información que figura en tu Formulario W-2 para completar los formularios de impuestos.

  • Si tienes más de un trabajo, debes proporcionar el Formulario W-2 de cada empleador.
  • Si tu empleador comete un error en el Formulario W-2 y emite un Formulario W-2c, debes llevar también el Formulario W-2 C corregido.

Otros documentos de ingresos que necesita tu preparador de impuestos para presentar tu declaración:

3.  Otros tipos de ingresos

Si trabajas por cuenta propia o recibes ingresos de otras fuentes, deberás reportar dicha información en la declaración de impuestos. Si recibiste por correo postal alguno de los siguientes formularios del IRS, entrégaselo a tu preparador de impuestos.

  • Formulario 1099 y Formulario 1099-MISC para ingresos de trabajo por cuenta propia
  • Formulario 1099-A para la ejecución hipotecaria de una vivienda
  • Formulario 1099-B para ganancias de transacciones de corretaje
  • Formulario 1099-C para la cancelación de deuda
  • Formulario 1099-DIV para dividendos y distribuciones
  • Formulario 1099-G para ingresos por desempleo o reembolso de impuestos estatales
  • Formulario 1099-INT o Formulario 1099-OID para ingresos por intereses
  • Formulario 1099-K para ingresos comerciales o por alquileres procesados a través de redes de terceros
  • Formulario 1099-LTC para reembolsos por atención a largo plazo
  • Formulario 1099-PATR para dividendos de patrocinio
  • Formulario 1099-Q para pagos de programas de educación calificados
  • Formulario 1099-QA para distribuciones de una cuenta ABLE
  • Formulario 1099-S para ganancias por ventas de propiedades
  • Formulario 1099-SA para distribuciones de cuentas de ahorros para la salud y cuentas de ahorros para gastos médicos
  • Formulario SSA-1099 para beneficios de Seguro Social
  • Formulario RRB-1099 para beneficios de jubilación ferroviaria

4.  Documentos para la deducción de impuestos

Las deducciones fiscales pueden reducir tus ingresos sujetos a impuestos y, en última instancia, tu factura tributaria.   Estos son algunos de los formularios que necesitarás para documentar tus principales deducciones:

  • El Formulario 1098 (declaración de intereses hipotecarios) que proviene de la empresa que administra tu préstamo hipotecario
  • El Formulario 1098-C para la donación de un automóvil, una embarcación o una aeronave con un valor de más de $500 a una organización exenta de impuestos
  • El Formulario 1098-E para los intereses que pagaste por un préstamo estudiantil durante el año anterior
  • El Formulario 1098-T (declaración de matrícula) que documenta el pago de matrícula por educación superior
  • El Formulario 1040ES para el registro de los pagos de impuestos estimados

5.  Recibos de gastos

Si quieres deducir gastos de tus impuestos sobre ingresos personales o comerciales, entrega los recibos de tales gastos a tu especialista en impuestos. Puedes deducir estos gastos personales:

Si trabajas por cuenta propia, también puedes deducir muchos gastos comerciales.  Para documentar los gastos personales y comerciales, asegúrate de tener todos los recibos, facturas, facturas médicas y registros de millaje.

Además, es recomendable tener una copia de tu última declaración de impuestos. No solo servirá como guía para tus ingresos y deducciones habituales, sino que también indicará los cambios importantes que se hayan producido en el último año y las posibles discrepancias entre tus declaraciones.Content goes here.

Ya sea que prefieras que un experto bilingüe prepare tu declaración de principio a fin o que te ayude mientras presentas tu declaración por tu cuenta, TurboTax en español tiene ofertas respaldadas por expertos que se adaptan a tus necesidades.

Con TurboTax Live Assisted, nuestros expertos en impuestos bilingües te ayudarán a completar tu declaración, corregirán errores y te explicarán qué sigue. Y con TurboTax Live Full Service, un experto en impuestos bilingüe local elegido según tu situación particular preparará tu declaración correctamente incluso para el mismo día.

Cualquiera sea el plan que elijas, prepararás tus impuestos con un 100 % de precisión y obtendrás el máximo reembolso, garantizado.

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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Los impuestos estatales son adicionales.
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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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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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