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¿Qué es el Formulario 1099-MISC del IRS?

Written by a TurboTax Expert • Reviewed by a TurboTax CPAUpdated for Tax Year 2023 • March 27, 2024 9:35 AM
OVERVIEW

El Formulario 1099-MISC reporta pagos a terceros distintos a la compensación para personas que no son empleados por una actividad comercial o empresa.

Pagos a terceros

Cuando participas en una actividad comercial o empresa y recibes pagos de otras personas o entidades, es probable que se le reporten a ti y al IRS (Servicio de Impuestos Internos) estas transacciones si superan ciertas cantidades durante el año tributario. Según la naturaleza de estos pagos, el IRS exige que se reporten en el Formulario 1099-MISC en el caso de pagos de alquileres, regalías, premios y recompensas, pagos sustitutos de dividendos, entre otros, o bien en el Formulario 1099-NEC para el caso de pagos que representan una compensación para personas que no son empleados.

Antes del año tributario 2020, por lo general, estos pagos se reportaban en el Formulario 1099-MISC. En la actualidad, las empresas deben reportar la compensación para personas que no son empleados por separado en el Formulario 1099-NEC. Por lo general, los pagos que se realizan a los empleados, como los ingresos, las contribuciones para la jubilación, los pagos de seguros, los reembolsos de gastos y los gastos de viaje, figuran en el Formulario W-2. Aparte del cambio de la compensación para personas que no son empleados, el uso del Formulario 1099-MISC sigue siendo prácticamente el mismo para reportar pagos.

En este artículo, analizaremos el Formulario 1099-MISC y el uso que le dan los trabajadores por cuenta propia y las empresas en la actualidad.

¿Qué cambió en el nuevo Formulario 1099-MISC?

En el Formulario 1099-MISC, se reporta si recibiste pagos específicos que superan ciertas cantidades por tu actividad comercial o empresa que no están relacionadas con la compensación para personas que no son empleados por los siguientes conceptos:

  • Regalías (Recuadro 2) o pagos de corretaje de más de $10 en lugar de dividendos o intereses exentos de impuestos (Recuadro 8).
  • Pagos de más de $600 en concepto de lo siguiente:
    • Alquileres (Recuadro 1)
    • Premios y recompensas (Recuadro 3)
    • Pagos por otros ingresos (Recuadro 3)
    • Por lo general, el dinero en efectivo que recibe una persona, sociedad colectiva o patrimonio a partir de un contrato de capital nocional (Recuadro 3)
    • Ganancias obtenidas de embarcaciones pesqueras (Recuadro 5)
    • Pagos médicos y de atención de la salud (Recuadro 6)
    • Ingresos del seguro agrícola (Recuadro 9)
    • Pagos a un abogado (Recuadro 10)
    • Aplazamientos de acuerdo con la sección 409A (Recuadro 12)
    • Compensación diferida no calificada (Recuadro 14)
  • Además, debes recibir el Formulario 1099-MISC de cualquier empresa o persona que haya retenido impuestos federales sobre los ingresos en tu nombre de acuerdo con las reglas de retención adicional, independientemente del importe retenido o pagado.

Las ventas directas de $5,000 o más se reportarán en el Formulario 1099-MISC o en el Formulario 1099-NEC. Si se usa este último, se te debe proporcionar, a más tardar, el 31 de enero.

¿Dónde se reporta la compensación para personas que no son empleados?

Antes del año tributario 2020, la compensación para personas que no son empleados se reportaba en el Formulario 1099-MISC junto con los demás conceptos detallados anteriormente. A partir del año tributario 2020, si te desempeñas como trabajador por cuenta propia, trabajador independiente o contratista, o si tienes trabajos temporales, recibirás el Formulario 1099-NEC, que reporta la compensación para personas que no son empleados y se debe enviar, a más tardar, el 31 de enero.

Incluye pagos de $600 o más que recibes por la prestación de servicios a una sociedad colectiva, un patrimonio o una persona física como persona que no es empleado. La compensación para personas que no son empleados puede incluir lo siguiente:

  • Honorarios
  • Beneficios
  • Comisiones
  • Premios y recompensas por los servicios prestados por un no empleado
  • Otras formas de compensación por servicios prestados para tu actividad comercial o empresa por una persona que no es tu empleado

¿Quién debe presentar el Formulario 1099-MISC?

El Formulario 1099-MISC reporta los pagos hechos a terceros por tu actividad comercial o empresa, pero no incluye los pagos a empleados o por compensación de no empleado.

Si eres trabajador por cuenta propia o contratista independiente, es posible que tengas que presentar y recibir Formularios 1099-MISC según la naturaleza y las acciones de tu actividad comercial o empresa. Sin embargo, para reportar compensación para personas que no son empleados a cambio de productos y servicios, se suele usar el Formulario 1099-NEC.

Por lo general, los arrendadores deben presentar Formularios 1099-MISC para los pagos a administradores de propiedades, contratistas, abogados, profesionales de la reparación y otras personas que presten servicios para la propiedad y no califiquen como empleados. Se deben reportar los casos en que estos pagos asciendan a $600 o más durante el año.

Además, debes presentar el Formulario 1099-MISC por cada persona a la que le hayas retenido impuestos federales sobre los ingresos de acuerdo con las reglas de retención adicional, independientemente de la cantidad del pago.

La fecha límite para enviar un Formulario 1099-MISC a su destinatario es el 31 de enero o el siguiente día hábil. Por lo tanto, las personas a las que se lo envíes para el año tributario 2023 deberán recibirlo, a más tardar, el 1 de febrero de 2024.

La fecha límite para presentar el Formulario 1099-MISC ante el IRS es el 28 de febrero de 2024 si lo haces en papel o el 31 de marzo de 2024 si lo haces electrónicamente.

Información incluida en el Formulario 1099-MISC

Además de los pagos que realizaste o recibiste, el Formulario 1099-MISC incluye parte de tu información personal, como nombre, dirección y número de Seguro Social o número de identificación del empleador. Lo más importante es que clasifica cada tipo de pago en recuadros separados según el motivo de pago.

Esta información te ayudará a calcular tu ingreso tributable. Si necesitas ayuda para determinar cuánto debes este año en concepto de impuesto sobre el ingreso, consulta nuestra Calculadora de gastos de trabajo por cuenta propia gratuita.

Como los contratistas independientes no suelen estar sujetos a retenciones, es probable que tengas que realizar pagos de impuestos estimados a lo largo del año. Sin embargo, como puedes calcular con precisión lo que adeudas, te aseguras de no pagar demasiado en impuestos sobre el ingreso durante el año.

Puedes usar TurboTax para preparar tus impuestos o puedes obtener una copia de la hoja de trabajo que acompaña al Formulario 1040-ES y hacerlo tú mismo.

Qué se debe hacer con los impuestos atrasados de los trabajadores por cuenta propia

Tener impuestos atrasados nunca es bueno.  Si tienes que presentar declaraciones de impuestos atrasados como trabajador por cuenta propia, puedes usar los Formularios 1099-MISC que recibiste a lo largo del año tributario 2019 para ayudarte a determinar tus ingresos. A partir del año tributario 2020, es probable que recibas un Formulario 1099-NEC por los ingresos obtenidos durante el año tributario. Recuerda que, incluso si no recibiste un Formulario 1099, tienes que reportar todos tus ingresos del año tributario.

La falta de pago de impuestos atrasados puede generar resultados negativos, como un gravamen por impuestos sobre tu propiedad, el embargo de tus ingresos de trabajo por cuenta propia o incluso una condena en prisión. Si no reportaste todos tus ingresos, comunícate con el IRS (Servicio de Impuestos Internos) para subsanar esta situación.

Con TurboTax Live Full Service, un experto bilingüe local elegido para tu situación particular hará que tus impuestos estén 100 % correctos. Tu experto descubrirá deducciones específicas de la industria para obtener más beneficios tributarios y presentará tu declaración de impuestos por ti. Respaldado por nuestra Garantía de Full Service.

También puedes presentar tus impuestos por tu cuenta con TurboTax en español Premium. Buscaremos entre más de 500 deducciones y créditos para que no te pierdas nada.

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  • 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, CT, DE, FL, GA, IL, KS, MA, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, PA, RI, SD, TN, TX, UT, VA, WA, WV 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 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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