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Cómo reclamar a un cónyuge e hijos que no son ciudadanos en tu declaración de impuestos

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • December 27, 2023 1:04 PM
OVERVIEW

Cuando tu cónyuge y tus hijos son ciudadanos estadounidenses, reclamarlos en tu declaración de impuestos es sencillo: simplemente proporciona sus nombres y sus números de Seguro Social. Cuando no son ciudadanos, es un poco más complejo. Pero aún puedes reclamarlos y aprovechar los beneficios tributarios de hacerlo.

 

Por qué reclamarlos

Para los años tributarios anteriores a 2018, por cada persona incluida en tu declaración de impuestos (tú, tu cónyuge y tus hijos u otros dependientes) puedes restar un cierto monto de tu ingreso tributable. Este monto se llama "exención" y, para el año tributario 2017, es de $4,050 por persona. De modo que, si vas a incluirte a ti, a tu cónyuge y a tus dos hijos, tu ingreso tributable podría reducirse $16,200 (4 x $4,050 = $16,200). Esto podría reducir significativamente tu factura de impuestos y, según cuál sea tu ingreso, podría incluso eliminarla.

Para los años tributarios posteriores a 2018, las exenciones por dependiente ya no se usan para calcular tu ingreso tributable. Sin embargo, se han ajustado otros créditos y deducciones que reducen tu carga tributaria después de la eliminación de las exenciones.

Extranjeros residentes y no residentes

La forma en que reclames a tu cónyuge no ciudadano en tu declaración de impuestos depende de su estado de residencia. Tu cónyuge será "extranjero residente" o "extranjero no residente". Por lo general, para que una persona no ciudadana califique como extranjero residente, debe cumplir una de estas dos pruebas:

  • La persona no ciudadana debe tener una "green card" (tarjeta verde), que es una autorización del Gobierno federal para vivir y trabajar en los Estados Unidos de forma permanente. El IRS (Servicio de Impuestos Internos) se refiere a esta tarjeta como el “requisito del permiso de residencia”.
  • La persona no ciudadana debe haber estado en los Estados Unidos al menos 31 días del año y al menos 183 días durante el periodo de tres años que incluye el año actual y los dos años inmediatamente anteriores a este. El IRS lo denomina el “requisito de presencia sustancial”. Obtén más información sobre cómo contar correctamente esos 183 días con los Consejos sobre impuestos para extranjeros residentes y no residentes de TurboTax.

Cualquiera que no califique como extranjero residente se considera extranjero no residente.

Condición tributaria del cónyuge

En general, los extranjeros residentes pagan impuestos de igual forma que lo hacen los ciudadanos estadounidenses. Incluirías un cónyuge residente en tu declaración y proporcionarías su número de Seguro Social (SSN, por sus siglas en inglés). Si tu cónyuge no es elegible para tener un número de Seguro Social, tendrá que solicitar un Número de Identificación Personal del Contribuyente (ITIN, por sus siglas en inglés) al IRS.

Si tu cónyuge es extranjero no residente, puedes tratarlo como extranjero residente para fines tributarios. Si eliges esta opción, puedes presentar una declaración con tu cónyuge de forma conjunta y obtener una deducción estándar mayor. Aumentas tu deducción estándar, pero todos los ingresos de tu cónyuge a nivel mundial estarán sujetos a impuestos en los Estados Unidos. Si no eliges esta opción, quizá puedas usar el estado civil tributario de jefe de familia, siempre y cuando hayas pagado más de la mitad del costo de mantenimiento del hogar para determinados dependientes o familiares aparte de tu cónyuge extranjero no residente.

Considera el ingreso del cónyuge a nivel mundial

Vincenzo Villamena, socio gerente de un estudio que presta servicios de asistencia en planificación financiera para estadounidenses que viven en el extranjero y otros con situaciones especiales, señala que lo más fácil es simplemente presentar una declaración conjunta y tratar al cónyuge no residente como residente, si es necesario. "Pero para la planificación de impuestos a largo plazo, este podría no ser el movimiento más beneficioso", comenta.

Eso es porque el dinero que ahorrarías podría ser menos que los impuestos adicionales que pagarías, dado que todos los ingresos de tu cónyuge a nivel mundial estarían sujetos a los impuestos estadounidenses. “En esta situación, cada caso es diferente”, cuenta Villamena, de modo que vale la pena calcular los números usando distintas opciones para ver con cuál ahorras la mayor cantidad de dinero.

Hijos dependientes que no son ciudadanos

Puedes reclamar a un hijo no ciudadano como dependiente en tu declaración de impuestos, lo cual, probablemente, te permitiría obtener un crédito por dependientes si tu hijo se ajusta a la definición de "hijo calificado" del IRS. Esta es la misma norma que se aplica a los hijos que son ciudadanos. Tu hijo es un hijo calificado si se cumplen las siguientes condiciones:

  • El hijo es tu hijo/a, hijastro/a, hijo/a de crianza, hermano/a, medio hermano/a, hermanastro/a, hijo/a adoptivo/a o descendiente de uno de ellos, por ejemplo, un/a nieto/a. Los hijos adoptivos y biológicos se tratan de la misma manera.
  • El último día del año, el hijo es menor de 19 años, estudiante de tiempo completo menor de 24 o tiene una discapacidad permanente y total.
  • El hijo vivió contigo durante más de la mitad del año.
  • Proporcionaste más de la mitad del sustento financiero del hijo durante el año.
  • El hijo no presentó una declaración de impuestos en conjunto con su cónyuge, salvo que solo lo hubiera hecho para reclamar un reembolso de impuestos retenidos o impuestos estimados pagados.
  • El hijo debe ser extranjero residente de EE. UU., nacional de EE. UU. o residente de Canadá o México.

Si tu hijo no ciudadano no tiene un número de Seguro Social (SSN, por sus siglas en inglés), tendrás que conseguirle un Número de Identificación Personal del Contribuyente (ITIN, por sus siglas en inglés) del IRS.

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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  • Installation Requirements: Product download, installation and activation requires an Intuit Account and internet connection. Product limited to one account per license code. You must accept the TurboTax License Agreement to use this product. Not for use by paid preparers.

  • TurboTax Desktop Products: Price includes tax preparation and printing of federal tax returns and free federal e-file of up to 5 federal tax returns. Additional fees apply for e-filing state returns. E-file fees may not apply in certain states, check here for details. Savings and price comparison based on anticipated price increase. Software updates and optional online features require internet connection. Desktop add-on products and services purchased are non-refundable.

  • Fastest Refund Possible: Get your tax refund from the IRS as fast as possible by e-filing and choosing to receive your refund by direct deposit. Tax refund time frames will vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.

  • 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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