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¿Qué son los formularios de impuestos sobre los ingresos?

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • December 20, 2023 2:52 PM
OVERVIEW

Los formularios de impuestos sobre el ingreso son los documentos oficiales del gobierno que debes llenar al momento de pagar tus impuestos.

 

Puntos clave

  •  La mayoría de los contribuyentes utilizan el Formulario 1040 para reportar su ingreso tributable al IRS. Los contribuyentes con 65 o más años de edad pueden utilizar el Formulario 1040-SR, el cual pudiera ser más fácil de leer para contribuyentes envejecidos.  
  • Puede que el IRS te requiere preparar formas adicionales, incluyendo el Anexo C para reportar los ingresos y deducciones de tu negocio, un Anexo E para reportar las ganancias y perdidas tus propiedades de alquiler, regalías o entidades conducto, o un Formulario D para reportar ganancias y perdidas de capital por la venta de activos de capital.
  •  Si trabajas como empleado, puede que recibas un W-2, el cual reporta la cantidad de ingreso que generaste y cuanto tu empleador retuvo de tu cheque para impuestos.
  • Los contratistas independientes generalmente reciben un Formulario 1099 de sus clientes, el cual también reporta ingresos anuales, pero no incluye ninguna retención de impuestos.   

Formularios de impuestos

Los formularios de impuestos son los documentos oficiales del gobierno que estás obligado a llenar al momento de pagar tus impuestos. En general, cuanto más complejas sean tus finanzas más serán los formularios de impuestos que tendrás que completar.  Cada estado y cada ciudad también crea sus propios formularios, pero muchas veces estos siguen como modelo las formas federales.

Formularios de impuestos del IRS para el 2018 y años posteriores

Comenzando con el año 2018, solo tendremos las Formas 1040 y 1040-SR, que pueden ser utilizadas por la mayoría de los contribuyentes sin importar su estado civil o nivel de ingresos. El Formulario 1040-SR provee una alternativa al Formulario 1040 para los contribuyentes de 65 años de edad o mayores, y utiliza los mismos anexos e instrucciones del Formulario 1040. El tamaño de la letra del Formulario 1040-SR es más grande y puede ser más fácil de leer que la versión impresa del Formulario 1040.

Formularios de impuestos del IRS para el 2017 y años previos

La mayoría de los contribuyentes utilizan los Formularios 1040, 1040A o 1040EZ para declarar sus ingresos sujetos a impuestos al IRS anualmente en los años previos al 2018. Cualquier persona podría optar por presentar el Formulario 1040. Sin embargo, previo al 2018, si tu ingreso fue menor a US$100,000, reclamas la deducción estándar y no reclamas ningún dependiente, podrías ser elegible para utilizar el Formulario 1040EZ, uno de los más simples.

Alternativamente, podrías optar por preparar un Formulario 1040A, que también es más corto que el Formulario 1040, pero las únicas deducciones que puedes reclamar son los intereses de préstamos estudiantiles y contribuciones de IRA (inversiones en cuentas para jubilación); las deducciones detalladas no están permitidas en este formulario. Independientemente del formulario que elijas, debes informar plenamente tus ingresos y deducciones en alguno de ellos.

Nota de TurboTax:

Puedes descargar tus formularios de la página web del IRS. Si utilizas un software de impuestos, como TurboTax, este incluirá y completará los formularios de impuestos necesarios basándose en la información que proveas.

Anexos tributarios adicionales

El IRS puede pedirte que completes formularios adicionales en función de tus circunstancias económicas particulares. Si operas un negocio como empleado por cuenta propia, debes adjuntar un Anexo C para informar por separado los ingresos y gastos del negocio. También puede ser necesario llenar un Anexo E para reportar la ganancia o pérdida de tus propiedades de alquiler y un Anexo D para reportar ganancias o pérdidas de capital por la venta de bienes de capital, tales como lo son acciones y otras inversiones.

Los formularios para reportar tus ingresos

Si trabajas como empleado, el empleador tiene la obligación de enviar un formulario W-2 a fines del mes de enero del siguiente al año tributario. El W-2 informa la cantidad de ingresos que has ganado y cuánto retiene el empleador de tu cheque para el pago de impuestos. Esto te ayudará a determinar si tienes que enviar un cheque al IRS cuando envíes por correo tu Formulario 1040 o si puedes comenzar a pensar en cómo gastar tu reembolso.

Los contratistas independientes suelen recibir un formulario 1099 de sus clientes, que también reporta ingresos anuales, pero por lo general no incluye ninguna retención de impuestos.

Obtención de formularios de impuestos

Aquellos días en los que el IRS te enviaba por correo los formularios de impuestos que necesitas para completar tu declaración han pasado. Ahora es posible acceder a los formularios y completar tus declaraciones de impuestos usando una computadora mediante un programa informático de impuesto sobre la renta. Por ejemplo, TurboTax ofrece un programa fácil de usar que te permite preparar rápidamente tus declaraciones de impuestos. Este incluso puede presentar electrónicamente tu declaración, lo cual reduce la cantidad de tiempo que tienes que esperar para recibir tu reembolso.

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.

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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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  • Average Refund Amount: $3,207 is the average refund amount American taxpayers received in the 2024 filing season based upon IRS data as of February 16, 2024 and may not reflect actual refund amount received.

  • TurboTax Technical Support: Customer service and technical support hours and options vary by time of year.

  • Deduct From Your Federal Refund: Individual taxes only. Subject to eligibility requirements. Additional terms apply. A $40 Refund Processing Service fee applies to this payment. method. Prices are subject to change without notice.

  • Data Import: Imports financial data from participating companies; Requires Intuit Account. Quicken and QuickBooks import not available with TurboTax installed on a Mac. Imports from Quicken (2022 and higher) and QuickBooks Desktop (2023 and higher); both Windows only. Quicken import not available for TurboTax Desktop Business. Quicken products provided by Quicken Inc., Quicken import subject to change.

  • Live Tax Advice: Access to tax experts to obtain answers to tax questions and to assist with tax year 2024 return(s) prepared with TurboTax Desktop software. Additional fees apply. Must be purchased and used by October 31, 2025. Excludes TurboTax Desktop Business. See License Agreement for details.

  • Audit Defense: Audit Defense is a third-party add-on service provided, for a fee, by TaxResources, Inc., dba Tax Audit. See Membership Agreements at https://turbotax.intuit.com/corp/softwarelicense/for service terms and conditions.

All features, services, support, prices, offers, terms and conditions are subject to change without notice.

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