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Qué es el Ingreso Bruto Ajustado (AGI)

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • December 14, 2023 5:12 PM
OVERVIEW

El Ingreso Bruto Ajustado (AGI, por sus siglas en inglés) puede afectar directamente las deducciones y créditos para los que eres elegible, los cuales pueden terminar reduciendo la cantidad del ingreso tributable que informas en tu declaración de impuestos.

 

Puntos clave

  • Tu ingreso bruto ajustado (AGI según sus siglas en inglés), equivale al ingreso total que reportas menos deducciones específicas o ajustes para los cuales eres elegible.
  • Los ajustes al ingreso pueden incluir contribuciones a cuentas de retiro elegibles, intereses de préstamos estudiantiles que hayas pagado, pagos de pensión de cónyuge divorciado (para acuerdos previos al 2019), primas de seguro médico y la mitad de los impuestos de trabajador por cuenta propia que pagues.
  • Si tu estado tiene impuestos sobre los ingresos, tu AGI puede afectar esos impuestos, también, dado que muchos estados utilizan tu AGI federal como punto de partida para calcular tu ingreso tributable estatal.

Una descripción breve del AGI

Al preparar tu declaración de impuestos, probablemente prestes más atención a tu ingreso tributable que a tu Ingreso Bruto Ajustado (AGI). Sin embargo, tu Ingreso Bruto Ajustado es también digno de atención, ya que puede afectar directamente las deducciones y créditos para los que eres elegible y que pueden terminar reduciendo la cantidad del ingreso tributable que informas en tu declaración.

Cálculo del AGI

El cálculo del ingreso bruto ajustado es relativamente sencillo.

  • Es igual al ingreso total que informas y que está sujeto al impuesto sobre los ingresos, como los ingresos de tu trabajo, ingresos de trabajo por cuenta propia y el interés de una cuenta bancaria, menos las deducciones específicas, o "ajustes" que eres elegible para tomar.
  • Tu Ingreso Bruto Ajustado se calcula antes de tomar la deducción detallada o estándar, que informas en las secciones posteriores de la declaración.

Ajustes al ingreso

Los ajustes al ingreso son deducciones específicas que reducen directamente tu ingreso total para llegar a tu Ingreso Bruto Ajustado. Los tipos de ajustes que se pueden deducir están sujetos a cambios cada año, pero algunos de ellos constantemente aparecen en las declaraciones de impuestos año tras año. Algunos de estos ajustes incluyen:

  • la mitad de los impuestos que pagas por trabajo por cuenta propia
  • el pago de pensiones alimenticias hechas a un ex cónyuge (para acuerdos previos al 2019)
  • las contribuciones a ciertas cuentas de jubilación (por ejemplo, una cuenta IRA tradicional)
  • prestamos estudiantiles pagados

Nota de TurboTax:

Tu AGI puede impactar directamente las deducciones y créditos para los cuales eres elegible, potencialmente reduciendo tu ingreso tributable y la cantidad de impuestos que debes. Por ejemplo, tu AGI tiene que estar bajo ciertos niveles para reclamar el Crédito Perpetuo por Aprendizaje.

Impacto de las deducciones

Muchas de las deducciones que los contribuyentes comúnmente aprovechan cada año están sujetas a limitaciones de AGI. Si detallas las deducciones, por ejemplo, debes reducir tus gastos médicos y dentales en un 7.5 % de tu Ingreso Bruto Ajustado. Esto que significa que sólo puedes deducir la cantidad que exceda de 7.5 % de tu Ingreso Bruto Ajustado. Por lo tanto, cuanto menor sea tu Ingreso Bruto Ajustado, mayor la cantidad de gastos médicos y dentales que podrás deducir.

Incluso algunos de tus ajustes a los ingresos están sujetos a limitaciones de AGI a pesar de que esas deducciones son necesarias para calcular tu propio Ingreso Bruto Ajustado. Si eres elegible para deducir algunos de tus pagos de matrícula, tu Ingreso Bruto Ajustado Modificado (MAGI, por sus siglas en inglés) determina si calificas.

Otras implicaciones del AGI

Si vives en un estado que requiere que presentes declaraciones anuales de impuesto sobre los ingresos, el Ingreso Bruto Ajustado también puede afectar los ingresos sujetos a impuestos en tu estado. Esto se debe a que muchos estados utilizan tu AGI federal como punto de partida para el cálculo del ingreso tributable estatal. Y si reclamas un crédito tributario, como el Crédito Vitalicio por Aprendizaje, para tus gastos escolares, el IRS (siglas en inglés de Servicio de Impuestos Internos) requiere que tu MAGI esté por debajo de cierta cantidad con el fin de poder reclamar el crédito.

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