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¿Qué es el Formulario 1099-NEC?

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • December 13, 2023 02:14 PM
OVERVIEW

El IRS (Servicio de Impuestos Internos) volvió a introducir el Formulario 1099-NEC como la nueva forma de reportar los ingresos por trabajo por cuenta propia, en lugar del tradicional Formulario 1099-MISC. El motivo de esto es ayudar a aclarar las distintas fechas límite de presentación del Formulario 1099-MISC, y el nuevo Formulario 1099-NEC se usará a partir del año tributario 2020.

 

Puntos clave

  • El IRS requiere a los negocios reportar pagos por compensación a personas que no son empleados de $600 o más en el Formulario 1099-NEC en vez del Formulario 1099-Misc.

  • Los negocios también tienen que presentar el Formulario 1099-NEC si el negocio retiene impuestos sobre los ingresos federales de una compensación a persona que no es empleado, sin importar la cantidad del pago.

  • Si eres trabajador por cuenta propia y un negocio te pagó $600 o más en compensación para personas que no son empleados, debes recibir un Formulario 1099-NEC en o antes de enero 31, y utilizarla para preparar tus impuestos.

  • La compensación a personas que no son empleados puede incluir recibo de cuotas, beneficios, comisiones, premios, y recompensas por servicio prestados por alguien que no es empleado.

¿Qué es el Formulario 1099-NEC?

El IRS (Servicio de Impuestos Internos) volvió a introducir el Formulario 1099-NEC como la nueva forma de reportar los ingresos por trabajo por cuenta propia, en lugar del tradicional Formulario 1099-MISC. El motivo de esto es ayudar a aclarar las distintas fechas límite de presentación del Formulario 1099-MISC, y el nuevo Formulario 1099-NEC se usará a partir del año tributario 2020.

Formulario 1099-NEC

Desde el año tributario 2020 en adelante, el IRS exigirá a los contribuyentes de impuestos comerciales reportar la compensación de no empleado en el nuevo Formulario 1099-NEC, en lugar de hacerlo en el Formulario 1099-MISC. Las empresas tendrán que usar este formulario si hicieron pagos por un total de $600 o más a alguien que no es empleado, por ejemplo, a un contratista independiente.

Si eres un empleado por cuenta propia:

  • Puedes esperar recibir este nuevo formulario por parte de una empresa que te haya pagado $600 o más en concepto de compensación de no empleado en el año tributario 2020 o después.
  • Recibirás estos formularios a más tardar el 31 de enero de cada año. Úsalos para preparar tu declaración de impuestos.

¿Por qué el IRS volvió a introducir el Formulario 1099-NEC?

Antes de su reintroducción, el Formulario 1099-NEC se usó por última vez en 1982. Desde entonces, y antes del año tributario 2020, las empresas presentaron el Formulario 1099-MISC para reportar los pagos por un total de $600 o más hechos a no empleados en relación con su actividad comercial o negocio. Por lo general, estos pagos representan compensaciones para personas que no son empleados y, hasta ahora, aparecerían normalmente en el Recuadro 7 del Formulario 1099-MISC.

Con el fin de ayudar a aclarar las diferentes fechas límites de presentación correspondientes a los distintos tipos de pagos reportados en el Formulario 1099-MISC, el IRS decidió volver a introducir el Formulario 1099-NEC, que tiene una única fecha límite de presentación para todos los pagos que se reportan en él.

¿Qué es compensación de personas que no son empleados?

El IRS explica que, por lo general, debes reportar los pagos que haces si cumplen estas cuatro condiciones:

  1. El pago se hace a alguien que no es empleado.
  2. El pago se hace por servicios relacionados con tu actividad comercial o negocio.
  3. El pago se hace a una persona, sociedad colectiva, patrimonio o corporación.
  4. El pago total en el año es, como mínimo, de $600.

Además, las empresas tendrán que presentar el Formulario 1099-NEC si la empresa retuvo el impuesto federal sobre los ingresos de acuerdo con las reglas de retención adicional de impuestos independientemente de la cantidad de los pagos hechos al no empleado durante el año.

La compensación de 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 negocio o empresa por una persona que no es tu empleado

Nota de TurboTax:

Pagos personales que no son hechos como relacionados a compensación por trabajo o negocios de una compañía, no se reportarían típicamente en el Formulario 1099-MISC.

¿Qué detalles debo saber sobre la actualización del Formulario 1099-NEC?

En el nuevo formulario, los trabajadores por cuenta propia no deben ver pagos personales recibidos durante el año. En cambio, tu formulario debe reportar únicamente los pagos hechos como compensación relacionada con la actividad comercial o el negocio de la empresa.

  • Por lo general, la compensación de no empleado registrada en el Recuadro 1 del Formulario 1099-NEC se reporta como ingresos por trabajo por cuenta propia y, probablemente, está sujeta al impuesto sobre el trabajo por cuenta propia.
  • Los pagos hechos a personas que no se reportan en el Formulario 1099-NEC, normalmente se reportarían en el Formulario 1099-MISC.

El IRS proporciona una lista más completa de los tipos de pagos que se reportarían en el Recuadro 1.

Estos son algunos ejemplos:

  • Comisiones pagadas a vendedores que no son empleados, que deben devolverse, pero no se devuelven durante el año.
  • Honorarios por servicios profesionales, por ejemplo, de abogados (incluidas sociedades anónimas), contadores, arquitectos, contratistas, etc.
  • Honorarios pagados por un profesional a otro, por ejemplo, división de honorarios u honorarios por recomendación.
  • Pagos hechos por abogados a testigos o peritos en un proceso legal.
  • Pagos de servicios, incluidos pagos por partes o materiales usados para prestar esos servicios.

¿Quién necesita presentar el Formulario 1099-NEC?

Cualquier empresa que pague compensaciones a una persona que  no es empleado por un total de $600 o más al menos a un beneficiario, o que retenga el impuesto federal sobre los ingresos del pago a un no empleado, ahora usará este formulario renovado para reportar esos pagos y esa retención.

Por lo general, los pagadores tienen que presentar estos formularios a más tardar el 31 de enero y no tienen prórrogas automáticas de 30 días para presentarlos, salvo que la empresa cumpla ciertas condiciones de dificultad.

¿Qué sucede con el Formulario 1099-MISC?

Dado que el IRS quitó el reporte de la compensación de no empleado del Formulario 1099-MISC desde el año tributario 2020 en adelante, el organismo también rediseñó ese formulario.

  • El cambio más importante se hizo en el Recuadro 7, que antes reportaba la compensación para personas que no son empleados, pero, ahora, reporta las ventas directas por una cantidad de $5,000 o más.
  • Otra información reportada en el formulario ahora se incluirá en recuadros con un número diferente.

¿Qué tal recibo un 1099-NEC y W-2?

Si ganaste ingreso de varias fuentes, por ejemplo, si eres trabajador a tiempo completo y también trabajas por tu cuenta, pudieras recibir ambos formularios 1099-NEC y W-2. Si este es tu primer año recibiendo ambos formularios, puede que estés confundido sobre como proceder con tu presentación.

Cuando tienes ambos W-2 y un 1099-NEC, incluirás ingreso de ambos formularios cuando presentes tu Formulario 1040. El ingreso de ambas fuentes será utilizado para determinar tu obligación tributaria, pero siempre puedes incluir deducciones por tus gastos de negocio con individuo que trabaja por cuenta propia.

Hablando de obligación tributaria, cuando ganas compensación de persona que no es empleado, generalmente se espera que hagas pagos estimados a través del año. Sin embargo, en vez de eso, pudieras aumentar tu retención de impuestos en tu W-2.

Antes de hacer esto, es importante considerar si te sientes confiado de poder estimar tu obligación tributaria sobre tu compensación de persona que no es empleado de forma razonablemente exacta. Si la respuesta es no, entonces esta tal vez no es la ruta a seguir.

Un profesional de impuestos te puede ayudar a conseguir más claridad en si aumentar tu retención de W-2 o pagar impuestos estimados trimestrales es más apto para tus circunstancias.

¿Y si el negocio no cumple con la fecha límite para el 1099-NEC?

Si tu negocio no envía el 1099-NEC al IRS y a las agencias tributarias estatales aplicables en o antes de la fecha límite, 31 de enero, puede que tengas que pagar una multa.

¿Qué tal si no recibo mi 1099-NEC a tiempo para presentar mis impuestos?

Si el negocio al que prestaste servicios no te envía tu 1099-NEC antes de la fecha límite de presentación, debes presentar tu compensación de persona que no es empleado según lo mejor de tus habilidades. No reportar, o reportar de forma inexacta tu obligación tributaria puede resultar en una multa.

Para asegurarte de que etas preparado para la época de impuestos, siempre se recomienda que mantengas registros de toda la compensación de persona que no es empleado que recibiste a través del año.

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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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