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¿Qué son las deducciones tributarias?

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • December 29, 2023 02:21 PM
OVERVIEW

La ley tributaria federal te permite deducir varios gastos personales de tu ingreso sujeto a impuestos anualmente. Esto puede hacer una gran diferencia durante la temporada de impuestos, ya que la reducción del ingreso tributable reduce la cantidad de ingresos que están sujetos al impuesto sobre los ingresos federal.  Sin embargo, no todos los gastos en los que incurras te proporcionarán ahorro tributario; el Código de Rentas Internas es muy específico acerca de los tipos de gastos que puedes deducir y los contribuyentes que puedan reclamarlos.

Puntos clave

  • La deducción estándar para el 2023 es $13,850 para contribuyentes solteros; $20,800 para aquellos que presentan como cabeza de familia, y $27,700 para los casados que presentan conjuntamente.

  • Las deducciones adicionales que puedes reclamar sin detallar tus deducciones se conocen como deducciones sobre la línea.

  • La mayoría de las deducciones debajo de la línea tienen que ver con las deducciones que detallas en el Anexo A adjunto a tu declaración de impuestos personal.

  • Si eliges detallar tus deducciones, no puedes reclamar también la deducción estándar.

Las deducciones estándar

El IRS permite a los contribuyentes que no detallan los gastos deducibles reclamar la deducción estándar. El gobierno fija la cantidad de la deducción estándar cada año para cada estado civil.  Por ejemplo, en 2023 el gobierno autorizó una deducción estándar de $13,850 para los contribuyentes solteros, de $20,800 para aquellos que presentan la declaración como cabeza de familia y de $27,700 para las parejas casadas que presentan una declaración de impuestos conjunto.

Por lo tanto, si eres un contribuyente soltero que gana $101,850 en todo el año, la deducción estándar reducirá tus ingresos sujetos a impuestos a $88,000. Sin embargo, esta cantidad está sujeta a una reducción mayor por las otras deducciones permitidas que reclames.

En el 2020 puedes deducir hasta $300 en contribuciones caritativas cualificadas hechas en efectivo por declaración de impuestos si reclamas la deducción estándar. En el 2021 esta cantidad es hasta $600 por declaración de impuestos para los casados que presentan en conjunto y $300 para los otros estados civiles tributarios.

Deducciones sobre la línea

Las declaraciones de impuestos personales requieren el cálculo del Ingreso Bruto Ajustado (AGI, por las siglas en inglés) antes de llegar a la cantidad de ingresos sujetos a impuestos al final. Las deducciones o ajustes que puedes tomar para llegar a AGI tienden a ser menos restrictivas que las deducciones debajo de la línea, ya que sus limitaciones no tienen relación con tu ingreso bruto ajustado.

Como ejemplo, el ajuste o deducción del interés de préstamos estudiantiles te permite deducir el interés pagado por préstamos estudiantiles calificados siempre y cuando se cumplan ciertos requisitos específicos de la deducción.  De forma similar, los pagos por concepto de seguros médicos para trabajadores por cuenta propia son deducibles independientemente de tu ingreso bruto ajustado.

Nota de TurboTax:

Si eres el dueño único de un pequeño negocio, puedes deducir la mayoría de los gastos razonables relacionados solamente a tu negocio.

Deducciones debajo de la línea

Las deducciones que realices por debajo de la línea reducen tu ingreso bruto ajustado. Muchos de ellos tienen diversas limitaciones que se relacionan directamente con la cantidad del AGI que reportes. La mayoría de las deducciones por debajo de la línea se refieren a los gastos que se detallan en el Anexo A adjunto a tu declaración personal de impuesto sobre los ingresos. Algunas deducciones detalladas comunes incluyen gastos médicos y dentales y donaciones caritativas.

Los gastos médicos que puedes deducir sólo incluyen la parte que exceda del 7.5 porciento de tu Ingreso Bruto Ajustado para el 2022.

Los contribuyentes que opten por detallar sus deducciones no podrán reclamar la deducción estándar.

Deducciones para pequeños negocios

Si tienes un pequeño negocio y eres propietario único, debes incluir el ingreso de tu negocio en tu declaración personal mediante la elaboración del Anexo C. El Anexo C calcula por separado la ganancia o pérdida neta de tu negocio y que te requiere reportar todos los ingresos y gastos de tu negocio.

Como pequeño comerciante, puedes reclamar cualquier deducción de negocios en el Anexo C que está disponible para todos los otros tipos de negocios. Algunas de las deducciones que puedes reclamar legítimamente son los salarios de los empleados, los gastos de publicidad, el alquiler de oficinas y la mayor parte de otros gastos razonables relacionados con el funcionamiento de tu negocio.

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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