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¿Qué es un Formulario de impuestos 1099-G?

Written by a TurboTax Expert • Reviewed by a TurboTax CPAUpdated for Tax Year 2023 • May 16, 2024 4:24 PM
OVERVIEW

Por lo general, el Formulario 1099-G se usa para reportar la compensación por desempleo, así como los reembolsos de impuestos sobre el ingreso estatales o locales que recibiste durante ese año.

Puntos Clave

  • Una agencia gubernamental emite el Formulario 1099-G para informar los fondos que recibiste y tienes que reportar en tu declaración de impuestos federales sobre el ingreso.
  • El Recuadro 1 del Formulario 1099-G muestra tu compensación por desempleo total del año que, por lo general, se tiene que reportar como ingreso tributable en el Formulario 1040.
  • El Recuadro 2 del Formulario 1099-G muestra los reembolsos, las compensaciones o los créditos de los impuestos estatales o locales sobre el ingreso que recibiste. Sin embargo, por lo general, estas cantidades solo se deben reportar si tomaste una deducción federal por pagar esos impuestos en un año anterior y dicha deducción redujo en efecto tus impuestos federales.
  • Los recuadros adicionales del formulario pueden indicar las cantidades que recibiste de otras agencias gubernamentales, como pagos o subvenciones tributables del Departamento de Agricultura.

Si una agencia gubernamental te envió un Formulario 1099-G este año, es posible que tengas que reportar parte de la información que contiene en tu declaración de impuestos. Por lo general, el Formulario 1099-G se usa para reportar los siguientes conceptos:

  • Compensación por desempleo
  • Reembolsos de impuestos sobre el ingreso estatales o locales que recibiste durante ese año

Compensación por desempleo sujeta a impuestos

Por lo general, debes incluir en tu ingreso tributable a nivel federal las compensación por desempleo que hayas recibido por parte del Gobierno de un estado.

  • El Recuadro 1 del Formulario 1099-G muestra tu compensación por desempleo total del año.
  • El Anexo 1 del Formulario 1040 incluye una línea especial para la compensación por desempleo en la sección de ingresos.
  • No es necesario adjuntar el Formulario 1099-G a tu declaración de impuestos.

Reembolsos de impuestos estatales

Cuando recibes un reembolso, una compensación o un crédito de los impuestos estatales o locales sobre el ingreso, estos importes aparecen en el Recuadro 2 del Formulario 1099-G. Sin embargo, no necesariamente tienes que reportarlos en tu declaración de impuestos federales ni pagar impuestos federales adicionales.

Solo tienes que reportarlos como ingresos federales si tomaste una deducción federal por pagar esos impuestos en un año anterior y dicha deducción redujo en efecto tus impuestos federales. El Recuadro 3 del formulario indica el año tributario correspondiente.

Ejemplo del Recuadro 2 del Formulario 1099-G

Supongamos que tu estado exige que tu empleador retenga impuestos estatales sobre el ingreso de tu salario. Si detallas tus deducciones en el Anexo A en lugar de tomar la deducción estándar, el IRS (Servicio de Impuestos Internos) te permite deducir los impuestos estatales sobre el ingreso que pagaste.

A menudo, la cantidad total del impuesto estatal sobre el ingreso que se retiene de tu salario excede la cantidad de los impuestos que realmente debes pagar a fin de año.

Por ejemplo, supongamos que te retienen $5,000 de tu salario de 2021 en concepto de impuesto estatal sobre el ingreso.

  • Tras preparar tu declaración estatal, descubres que solo adeudas $3,500.
  • El estado debería enviarte un reembolso de $1,500 en 2023.
    • ($5,000 retenidos - $3,500 adeudados = $1,500 reembolsados).

Además, supongamos que preparaste tu declaración federal de 2021 y tomaste una deducción por impuestos sobre los ingresos estatales de $5,000 que redujo tus impuestos federales.

  • Cuando prepares tu declaración de impuestos de 2023, es probable que tengas que reportar una parte o la totalidad del reembolso de $1,500 como ingreso, ya que tomaste una deducción por la totalidad de los $5,000 y luego recibiste $1,500 en 2023. Si tu declaración federal de 2022 se benefició con la totalidad de los impuestos estatales de $5,000, tendrás que incluir el reembolso completo de $1,500. Sin embargo, si solo te beneficiaste con una parte de la deducción de impuestos estatales de $5,000, solo debes incluir una parte del reembolso de $1,500.

No es necesario que reportes los importes del Recuadro 2, si en el año anterior ocurrió lo siguiente:

  • No te beneficiaste con la deducción del impuesto estatal sobre el ingreso.
  • Tomaste la deducción estándar, en lugar de la detallada.

Si el Recuadro 8 de tu Formulario 1099-G está seleccionado, las cantidades reportadas en el Recuadro 2 se relacionan con una actividad comercial o empresa que operas.

Nota de TurboTax:

Asegúrate de revisar tu Formulario 1099-G con atención. El Gobierno informó que grupos organizados presentaron solicitudes fraudulentas para recibir los beneficios de desempleo por la pandemia. Es por eso que el Recuadro 1 podría incluir fondos que no solicitaste o que superen los que recibiste.

Otros recuadros del Formulario 1099-G

El formulario tiene otros nueve recuadros que indican cantidades y otra información.

  • Los Recuadros 4, 10a, 10b y 11 reportan información sobre los impuestos federales, estatales y locales sobre el ingreso que se retienen de los pagos gubernamentales que recibiste.
  • El Recuadro 5 registra ciertos ajustes comerciales.
  • El Recuadro 6 indica las subvenciones tributables que recibes de agencias gubernamentales.
  • El Recuadro 7 muestra los pagos que recibes del Departamento de Agricultura.
  • El Recuadro 9 muestra la ganancia de mercado de ciertos tipos de préstamos disponibles únicamente para agricultores.

No todos los Formularios 1099-G son iguales, ya que cada estado puede emitir su propia versión. Por lo tanto, es posible que el Formulario 1099-G que entregue tu estado no incluya todos los recuadros indicados anteriormente.

TurboTax te guiará para seleccionar la información correcta en el Formulario 1099-G.

El Formulario 1099-G y el fraude con los beneficios de desempleo

Durante la pandemia, los Gobiernos federales y estatales aumentaron en gran medida la cantidad de trabajadores elegibles para los beneficios del seguro de desempleo y el importe de dichos beneficios como consecuencia de la pandemia. Lamentablemente, también aumentó el fraude relacionado con el desempleo, ya que grupos organizados usaban datos robados para usurpar identidades y enviar solicitudes fraudulentas de beneficios del seguro de desempleo.

¿Cómo puedes determinar si fuiste víctima de una solicitud fraudulenta de beneficios de desempleo?

Estos son algunos indicadores:

  • Recibiste un aviso de tu empleador acerca de que le llegó un pedido de información sobre una solicitud de beneficios de desempleo a tu nombre mientras aún tenías trabajo.
  • Recibiste un correo postal de una agencia gubernamental sobre un pago o una solicitud de seguro de desempleo que no enviaste ni recibiste.
  • Recibiste un Formulario 1099-G donde figuran beneficios de seguro de desempleo en el Recuadro 1 que nunca recibiste o un importe superior al que realmente recibiste durante el año.

Asegúrate de volver a revisar tu Formulario 1099-G, incluso si solicitaste y recibiste beneficios de seguro de desempleo. El importe que aparece en el Recuadro 1 podría estar sobrestimado si usurparon tu identidad e hicieron una solicitud fraudulenta en tu nombre.

Si fuiste víctima de fraude relacionado con los beneficios de desempleo, debes tomar medidas de inmediato para denunciarlo en el estado donde ocurrió y corregir los formularios de impuestos que hayas recibido como resultado de una solicitud fraudulenta. El Departamento de Trabajo de los Estados Unidos tiene un sitio web para víctimas de fraude relacionado con los beneficios de desempleo que ayuda a las personas afectadas.

Si fuiste víctima de fraude relacionado con los beneficios de desempleo, es posible que te preguntes cómo debes presentar tus impuestos si tienes un formulario de impuestos que registra ingresos que nunca recibiste y sabes que también se reportaron al IRS.

  • En este caso, el IRS alienta a los contribuyentes a presentar una declaración de impuestos exacta, donde figuren solo los ingresos que recibieron, incluso si el estado aún no les envió un Formulario 1099-G corregido.
  • Luego, deben comunicarse de inmediato con la agencia estatal que emitió el Formulario 1099-G y solicitarle otro que esté revisado e indique que no recibieron dichos beneficios.

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.

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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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  • Average Deduction Amount: Based on the average amount of deductions/expenses found by TurboTax Self Employed customers who filed expenses on Schedule C in Tax Year 2022 and may not reflect actual deductions found.

  • 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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