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Siete ventajas tributarias por casarse

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPA

Updated for Tax Year 2022 • January 5, 2023 12:54 AM
OVERVIEW

Hay muchas buenas razones para casarse, entre las que se destacan el verdadero amor y la compatibilidad. Aquí tienes 7 ventajas tributarias por casarse y algunos consejos para hacer que tu luna de miel extendida sea un poco más dulce al preparar tu declaración de impuestos.

 

Para información sobre el tercer paquete de estímulo en respuesta al coronavirus, lee el artículo “Plan de Rescate Estadounidense: qué significa para ti y el tercer cheque de estímulo” en nuestro blog.

 

 

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El matrimonio y los impuestos

Hay muchas buenas razones para casarse, entre las que se destacan el verdadero amor y la compatibilidad. Nadie te sugeriría contraer matrimonio simplemente para recibir bendiciones tributarias de parte del Servicio de Impuestos Internos. Pero el código tributario proporciona algunos regalos de boda para aquellos que digan “Acepto”. Aquí tienes 7 ventajas tributarias por casarse y algunos consejos para hacer que tu luna de miel extendida sea un poco más dulce al preparar tu declaración de impuestos.

1. Juntos pueden tener una escala de impuestos menor

Por años, los contribuyentes se han quejado sobre la llamada “multa” matrimonial, la que solía suceder cuando cónyuges con cantidades de ingresos similares, al combinarlos, esto los empujaba a una escala de impuestos más alta que la que hubieran tenido si fuesen solteros. El congreso tomó medidas para reducir esta “multa”, haciendo que la responsabilidad tributaria de las parejas casadas declarando en conjunto sea similar al total combinado que hubiesen debido si declararan como contribuyentes solteros. Dependiendo de su ingreso, puede que aún haya una “multa” matrimonial. Pero si los contribuyentes casados tienen ingresos sustancialmente diferentes, el que tiene un ingreso menor, puede llevar al que tiene un ingreso mayor a una escala de impuestos más baja, reduciendo así sus impuestos combinados.

2. Tu cónyuge puede ser un refugio tributario

Aunque no es aconsejable buscar una pareja específicamente porque está perdiendo dinero, cabe señalar que las pérdidas de un cónyuge, en un matrimonio, pueden ayudar a ambos cónyuges. El cónyuge que está perdiendo dinero, digamos por ejemplo en un negocio, quizás no puede beneficiarse de algunas deducciones, incluyendo las relacionadas a su casa. Sin embargo, el cónyuge que sí está generando dinero, probablemente pueda aprovechar estas deducciones que no se han utilizado y también reclamar las otras perdidas como deducciones en una declaración conjunta.

3. El cónyuge desempleado puede tener una cuenta IRA

Generalmente, un contribuyente soltero que no tenga un empleo que le genere ingreso no es elegible para hacer una aportación a una cuenta de jubilación personal (IRA, por sus siglas en inglés). Sin embargo, un contribuyente casado sin empleo, puede aportar a una cuenta IRA utilizando el ingreso conjunto como pareja.

  • Las parejas que son elegibles y declaran en conjunto pueden contribuir a dos cuentas IRA separadas, una para cada cónyuge, y recibir beneficios tributarios sustanciales.
  • Además, la cantidad de ingreso límite o el punto en el cual los beneficios de las cuentas IRA comienzan a desaparecer, es mucho mayor para las parejas casadas que para las personas solteras.
  • Incluso si una pareja no es elegible para hacer contribuciones deducibles a una cuenta IRA debido a que sobrepasan los límites de ingresos, ambos cónyuges pueden hacer contribuciones no deducibles a sus cuentas IRA.

4. Las parejas pueden optar por los beneficios que más les convengan

Si ambos cónyuges tienen paquetes de beneficios de sus empleos, pueden elegir los beneficios más valiosos de los dos planes. Usualmente los beneficios discrepan entre cónyuges y la mezcla de beneficios adecuada de dos planes puede aumentar los ahorros en impuestos de una pareja. Por ejemplo, una pareja con dependientes puede tomar ventaja de la cuenta de gastos flexibles (FSA, por sus siglas en inglés) para el cuidado de dependientes de uno de los cónyuges, lo que directamente reduce su ingreso sujeto a impuestos.

5. Una pareja casada puede obtener mayores deducciones por contribuciones caritativas

Hay un límite sobre las contribuciones caritativas que se pueden deducir en un año, basado en el ingreso, que típicamente es el 50% de tu ingreso. Tener un cónyuge puede aumentar ese límite. Si un cónyuge no tiene una cantidad de ingreso que al menos duplique la cantidad de sus contribuciones caritativas en un año, el exceso de la contribución que no se pudo reclamar se puede aplicar al próximo año. Sin embargo, para las parejas declarando en conjunto, la deducción toma en consideración el ingreso del otro cónyuge, y así pueden potencialmente deducir una cantidad mayor en el año en curso.

  • En el 2020, el límite en donaciones caritativas se ha aumentado al 100% de tu Ingreso Bruto Ajustado (AGI según sus siglas en inglés).
  • 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 será hasta $600 por declaración de impuestos para los que presentan en conjunto y $300 para los otros estados civiles tributarios.

6. El matrimonio puede proteger el patrimonio

Casarse puede ayudar a una persona rica a proteger los activos que deja al morir. De acuerdo con las leyes tributarias federales, puedes dejar cualquier cantidad de dinero a un cónyuge sin generar impuestos sobre el patrimonio, de modo que esta exención protegerá el patrimonio del difunto hasta que el cónyuge sobreviviente fallezca.

7. Presentar solo una declaración puede requerir menos tiempo y gastos

Esto es simple: Si los cónyuges tienen que presentar solo una declaración de impuestos, posiblemente les tome menos tiempo reunir la documentación, al menos para el que no prepara la declaración, y les cueste menos que alguien más la prepare.

Las desventajas tributarias del matrimonio

Así como las nupcias traen aparejados beneficios tributarios, también conllevan algunas desventajas. Eso no significa que no debas casarte; simplemente considéralas como regalos desagradables, como ese tercer horno eléctrico y el set barato para fondue.

  • Una vez que firmes la declaración conjunta, serás totalmente responsable por cada número que se incluya en ella. Si tu cónyuge inventa una cifra, serás igualmente responsable por las consecuencias. Sin embargo, no eres responsable por los errores u omisiones voluntarias de tu cónyuge si estos se produjeron en los años anteriores al matrimonio o si puedes probar que no sabías nada sobre ellos.
  • Además, dado el ingreso combinado, podría ser más difícil alcanzar los porcentajes de ingresos mínimos necesarios para poder deducir los gastos médicos (en el 2022 deben ser mayor del 7.5 %), salvo que uno o ambos hayan tenido gastos médicos significativos.
  • Si se produce un embargo contra un cónyuge por un préstamo no pagado o manutención de hijos no pagada, el reembolso podría ser atrasado o bloqueado.

Deja que un experto bilingüe se ocupe de la declaración de impuestos por ti, de principio a fin, con TurboTax Live Full Service. O puedes preparar tu declaración correctamente acompañado por expertos bilingües con TurboTax Live Assisted. Presenta tus impuestos con confianza con TurboTax. Solo responde unas preguntas simples, y te guiaremos en todo el proceso para presentar tu declaración de impuestos con confianza. Cualquiera que sea la forma que elijas, obtén el máximo reembolso, garantizado.

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