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¿Qué son las exenciones de impuestos?

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • December 20, 2023 2:00 PM
OVERVIEW

Las exenciones de impuestos se presentan de muchas formas, pero todas tienen en común que reducen o eliminan por completo tu obligación de pagar impuestos. La mayoría de los contribuyentes tiene derecho a una exención en su declaración que reduce su factura de impuestos de la misma manera que una deducción. Los Gobiernos estatales y federal a menudo eximen del pago de impuestos sobre ingresos a las organizaciones que sirven al público, como es el caso de las organizaciones benéficas y religiosas.

 

Puntos clave

  • Las exenciones personales y por dependientes ya no son utilizadas en la declaración de impuestos federal. Fueron suspendidas a comienzos del año tributario 2018.

  • Una exención tributaria reduce el ingreso tributable tal como lo hace una deducción, pero generalmente tiene menos restricciones al reclamarla.

  • Antes del año 2018, puedes reclamar una exención personal tributaria por ti (y una por tu cónyuge si eres casado que presenta conjuntamente) y exenciones adicionales por cada dependiente que reclames.

  • Las organizaciones que no operan con fines de lucro y proveen servicios valiosos a la comunidad, como entidades benéficas, pueden recibir un estatus como exentas de impuestos si satisfacen todos los requisitos necesarios del IRS.

Exenciones de impuestos

Existen varios tipos diferentes de exenciones que permiten eximir del pago de impuestos ciertas cantidades o tipos de ingresos. Tradicionalmente, las exenciones más populares para los contribuyentes individuales han sido las exenciones por dependientes.

Para los años tributarios anteriores a 2018, las exenciones de impuestos personales y por dependientes tienen un rol importante a la hora de determinar tu ingreso tributable a nivel federal. Sin embargo, a partir del año tributario 2018, las exenciones personales y por dependientes ya no se usan en tu declaración federal de impuestos.

Exenciones personales

Para los años tributarios anteriores a 2018, si otro contribuyente no te reclama como dependiente en su declaración de impuestos, entonces puedes reclamar una exención personal de impuestos. Se trata de una cantidad fija que, por lo general, aumenta cada año. La exención reduce tu ingreso tributable del mismo modo que una deducción, pero tiene menos restricciones para su obtención. Si estás casado y presentas una declaración de impuestos conjunta, tanto tú como tu cónyuge pueden reclamar una exención.

Nota de TurboTax:

Un negocio puede ser exento de impuestos del estado, condado, y municipales si está localizado en un área donde el negocio provee exenciones tributarias a los negocios para estimular la economía local.

Exenciones por dependientes

Para los años tributarios anteriores a 2018, el IRS (Servicio de Impuestos Internos) te permite tomar exenciones adicionales por cada dependiente que reclamas. Con frecuencia, el origen de estas exenciones son los hijos/as que viven contigo durante más de la mitad del año, que sean menores de 19 años (o de 24 si son estudiantes de tiempo completo) y que no aportan más de la mitad de su propio sustento financiero durante el año tributario. Algunos de tus familiares también pueden calificar para ser tus dependientes si viven contigo. Esto también aplica a tus padres, con la excepción de que puedes reclamarlos como dependientes aunque no convivan contigo. Por lo general, el hecho de reclamar a estos dependientes en tu declaración de impuestos te permite reclamar una exención por dependiente por cada uno de ellos.

Organizaciones exentas de impuestos

Para que una organización reciba la exención de impuestos, debe cumplir todos los requisitos del IRS. Por lo general, se trata de organizaciones que no operan con fines de lucro y que proporcionan servicios valiosos a la comunidad, tal como una organización caritativa.

Si una organización recibe la exención de impuestos, no está obligada a pagar el impuesto federal sobre los ingresos, pero debe mantener registros precisos para conservar su condición. Habitualmente, cuando realizas donaciones a estas organizaciones, obtienes el derecho a reclamar una deducción por donación caritativa sobre tu declaración de impuestos si detallas tus deducciones.

Exenciones estatales y locales

Los Gobiernos estatales, municipales y de condados también ofrecen exenciones de impuestos a las empresas para estimular la economía local. Por ejemplo, una empresa puede estar exenta de pagar impuestos locales sobre la propiedad si traslada sus operaciones a una zona geográfica en particular. En Massachusetts, el estado ofrece una exención del impuesto sobre las ventas a muchas empresas de telecomunicaciones que brindan servicios de televisión por cable, acceso a Internet y transmisiones públicas de radio y televisión. Muchas ciudades y estados también ofrecen días libres del impuesto sobre las ventas en los que los consumidores pueden comprar bienes sin pagar impuestos estatales ni locales sobre las 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.

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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