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¿Qué son las deducciones de impuestos detalladas?

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • December 20, 2023 1:31 PM
OVERVIEW

A la hora de reducir tu ingreso tributable, detallar tus deducciones puede maximizar tu ahorro en impuestos.

Puntos clave

  • Si pagas intereses hipotecarios, impuestos estatales y locales o impuestos sobre las ventas, impuestos sobre la propiedad, o tienes gastos médicos y dentales que excedan el 7.5 % de tu ingreso bruto ajustado, puede que tus deducciones detalladas excedan tu deducción estándar.
  • Para reclamar deducciones detalladas, debes presentar tus impuestos sobre los ingresos utilizando el Formulario 1040 y detallar tus deducciones detalladas en el Anexo A.
  • Suma tus deducciones detalladas para asegurarte que el total de tus deducciones detalladas es mayor que la cantidad de la deducción estándar que corresponde a tu estado civil para propósitos de impuestos. Si no lo es, entonces probablemente pagarás más impuestos si detallas tus deducciones. 
  • Si está sujeto al Impuesto Mínimo Alternativo (AMT según sus siglas en inglés), algunas o todas las deducciones detalladas que reclames pudieran ser reducidas o eliminadas.

Deducciones detalladas

Cuando estás en la búsqueda de formas de reducir tu ingreso sujeto a impuestos, detallar tus deducciones realmente puede maximizar tus ahorros en impuestos. El beneficio de detallar es que te permite reclamar una deducción mayor a la deducción estándar. Sin embargo, requiere que completes un Anexo A adjunto a tu declaración y que mantengas un registro de todos tus gastos.

Los tipos de deducciones detalladas

Las deducciones detalladas incluyen una serie de gastos que de otra manera no serían deducibles. Los gastos comunes incluyen:

  • Intereses hipotecarios que pagas por un máximo de dos viviendas
  • Impuestos sobre ingresos locales o estatales o los impuestos a las ventas
  • Impuestos a la propiedad
  • Gastos médicos y dentales que excedan el 7.5 % de tu Ingreso Bruto Ajustado (AGI por sus siglas en inglés)
  • Donaciones caritativas

Para los años previos al 2018 las deducciones detalladas incluían algunas deducciones misceláneas tales como viajes de trabajo y las cuotas sindicales. Una vez que decidas detallarlas, tienes derecho a reclamarlas.  Comenzando en el 2018 estos tipos de gastos ya no serán deducibles en tus impuestos federales, sin embargo, algunos estados todavía permiten estas deducciones.

Nota de TurboTax:

El Impuesto Mínimo Alternativo ahora elimina las deducciones por intereses de préstamos con garantía hipotecaria, impuestos estatales, locales y sobre las ventas.

Requisitos para detallar

Para reclamar deducciones detalladas, debes presentar tu declaración de impuestos usando el Formulario 1040 y la lista de tus deducciones detalladas en el Anexo A:

  1. Introduce tus gastos en las líneas correspondientes del Anexo A
  2. Súmalos
  3. Copia el total en la segunda página de tu Formulario 1040
  4. Esta cantidad se deducirá de tus ingresos para llegar al número final de tu ingreso sujeto a impuestos.

Decide si vas a detallar

Al decidir si vas a detallar, es necesario recordar que estarás renunciando a la deducción estándar. Por lo tanto, después de sumar tus deducciones detalladas, es necesario que te asegures de que el total sea mayor que la deducción estándar para tu estado civil en la declaración. Si no es así, entonces realmente vas a pagar más impuestos si detallas.

Implicaciones del Impuesto Mínimo Alternativo

Si estás sujeto al Impuesto Mínimo Alternativo (AMT por sus siglas en inglés), una parte o la totalidad de las deducciones detalladas que reclames pueden ser reducidas o eliminadas. Por ejemplo, la deducción de gastos médicos y dentales se reducirá. El AMT elimina las siguientes deducciones:

  • Interés de los préstamos con garantía hipotecaria.
  • Impuestos sobre ingresos locales y estatales o los impuestos de ventas.

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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