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Qué información se necesita para las declaraciones de impuestos

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • December 26, 2023 5:46 PM
OVERVIEW

Una declaración de impuestos es un documento que se debe presentar ante el gobierno reportando la cantidad de ingresos que ganó en un año en particular.

 

Documentación sobre los ingresos

El primer dato que necesitas para comenzar a preparar tu declaración de impuestos es la cantidad total de ingresos que obtuviste durante el año. Cualquier empleador que te paga un salario tiene que enviarte un Formulario W-2 cada año, el cual reporta tu ingreso anual y la cantidad de impuestos que te fueron retenidos. Los contratistas independientes suelen recibir los informes de ingresos en el Formulario 1099-NEC (1099-MISC en años previos al 2020). Si eres dueño único de un negocio, entonces eres responsable de recopilar toda la información relativa a las ganancia y pérdidas de tu negocio para informarla luego en el Anexo C adjunto.

Pagos anteriores de impuestos

Si tienes impuestos retenidos de los ingresos de tu trabajo durante el año, puedes ingresarlos al final de tu declaración de impuestos para reducir la cantidad de impuestos que aún debas. Los contratistas o trabajadores que reciben ingresos de 1099 no tienen impuestos retenidos y deben hacer pagos estimados durante el año, los cuales también deben ser introducidos en la declaración de impuestos. Aunque en el Formulario 1099 no se refleja ninguna retención de impuestos, tu Formulario W-2 informará la cantidad total de impuestos que pagaste durante el año.

Reportar deducciones y créditos

Hay varios créditos tributarios disponibles que reducen directamente la cantidad de impuestos por el que eres responsable de pagar. Algunos créditos reclamados frecuentemente incluyen el crédito tributario por hijos, los créditos por producción de energía en una propiedad residencial y el Crédito por Ingreso del Trabajo. Cada uno tiene sus propios criterios de elegibilidad que debes cumplir.

Las deducciones tributarias, por otra parte, sólo reducen el monto de tu ingreso sujeto a impuestos y no proporcionan una reducción dólar por dólar de los impuestos adeudados tal como hacen los créditos. Sin embargo, todos los contribuyentes califican para ciertas deducciones, tales como la deducción estándar. Para tener derecho a alguna deducción o crédito, necesitarás un poco de información básica, como tu estado civil, el número de dependientes que tienes y una lista de tus gastos deducibles. Es posible que necesites documentación para respaldar tus deducciones y tus créditos, así como los recibos de donaciones caritativas que hayas realizado durante el año.

Ingresos por intereses y dividendos

Si recibes algún ingreso producto de una inversión, por lo general recibirás un Formulario 1099 que muestre el tipo y monto de los ingresos que te fueron pagados. Los intereses recibidos de inversiones suelen incluir los intereses de cuentas de ahorro y los dividendos recibidos por las acciones de tengas. Esto se informa en los Formularios 1099-INT y 1099-DIV. Sin importar el tipo de inversiones que realices, si ganas dinero debes mantener un registro de ello e informar al IRS (siglas en inglés de Servicio de Impuestos Internos).

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

Obtén asesoramiento ilimitado, una revisión final por parte de un experto bilingüe y tu máximo reembolso, garantizado con TurboTax Live Assisted Basic. Ahora disponible en español.

$89*
Los impuestos estatales son adicionales.
Comienza gratis

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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¿Qué son los impuestos estatales sobre los ingresos?Crédito Tributario por Hijos del 2023 y 2024Nacimiento de un hijoUn mayor y mejor crédito tributario para educación superior¿Qué es el Formulario 1040A del IRS?

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