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¿Con qué estado civil tributario se deduce la mayor cantidad de impuestos?

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • December 20, 2023 2:16 PM
OVERVIEW

Tu estado civil tributario puede marcar una gran diferencia en la cantidad de impuestos sobre los ingresos que pagas. Por ejemplo, si ganas $40,000 al año, la cantidad de impuestos que pagarás dependerá del estado civil tributario para el que calificas. La diferencia entre las tasas de impuestos es significativa y puede hacer la diferencia entre pagar hasta el 10 % o el 35 %. Tu decisión de realizar la presentación como soltero, de manera conjunta o como jefe de familia también afectará la cantidad de tu deducción estándar.

 

Categorías de impuestos sobre los ingresos

A medida que tus ingresos aumentan, estarán parcialmente sujetos a diferentes categorías de impuestos. Estas categorías aumentan, de forma progresiva, el porcentaje de impuestos que pagas sobre esos ingresos. Por ejemplo, si en 2023 eres soltero y tienes un ingreso de hasta 11,000 , pagas el 10 %; y si tienes un ingreso de hasta $44,725, pagarás el 12 %. Para el 2024 estos límites aumentan $11,600 para la escala del 10 %; y $47,150 para la escala del 12 %.

Elegir entre un estado civil tributario y otro puede cambiar la instancia en la que te desplaces de una categoría a otra. Una pareja casada que presenta una declaración conjunta en 2023 se mantiene en un 10 % hasta que su ingreso conjunto llegue a $22,000, mientras que el límite es de $15,700para un cabeza de familia.

Reclamo de deducciones estándar

La deducción estándar es una cantidad fija que puedes deducir para reducir el monto de tus ingresos sujetos a impuestos. Por lo general, la usan las personas que no tienen suficientes gastos como para detallar sus deducciones.

Aunque las cantidades generalmente aumentan cada año, en 2023, los individuos y las parejas casadas que presentan la declaración por separado pueden reclamar una deducción estándar de $13,850 los contribuyentes conjuntos y los viudos calificados pueden reclamar una deducción de $27,700 y quienes presentan la declaración como jefes de familia pueden reclamar una deducción de $20,800. La deducción estándar aumenta para los contribuyentes ciegos o que tienen 65 años o más.

Deducciones detalladas

Habitualmente, tienes la opción de detallar las deducciones si el total de estas es mayor que la deducción estándar para tu estado civil tributario. Por lo general, el pago de intereses hipotecarios, facturas médicas, impuestos estatales sobre bienes raíces y donaciones caritativas es elegible para las deducciones detalladas.

La capacidad de detallar tus deducciones y disminuir así tus impuestos depende de tu estado civil tributario, ya que cuanto mayor es la deducción estándar que puedes reclamar, mayores son los gastos que vas a tener que pagar durante el año para que te convenga detallarlos.

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.

Tus impuestos bien hechos, con expertos bilingües a tu lado

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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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