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¿Son los exámenes de ingreso a la universidad deducibles de impuestos?

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • December 29, 2023 3:11 PM
OVERVIEW

Las cuotas para tomar el SAT, ACT y otros exámenes de ingreso a la universidad no son deducibles de impuestos, pero el gobierno federal ofrece un número de deducciones educativas y créditos tributarios. Descubre más acerca de estos créditos tributarios educacionales y cómo pueden beneficiarte.



¿Cuáles son los beneficios tributarios?

Desafortunadamente para tu mamá y tu papá, las cuotas por tomar el SAT, ACT y otros exámenes de ingreso a la universidad no son deducibles de impuestos, pero el gobierno federal ofrece un número de deducciones educacionales y créditos tributarios. Aunque solo se aplican a los gastos actuales de los estudiantes que ya se han inscrito, es posible que puedas utilizar las deducciones y los créditos listados para compensar otros gastos universitarios de tu familia.

Deducción de gastos

Hasta el 2020, puedes reclamar una deducción o ajuste de impuestos para los gastos universitarios incurridos por ti, tu cónyuge o tus hijos. Comenzando el 2021, esta deducción ya no estará disponible a menos que el Congreso la extienda en el futuro.

  • La deducción está disponible incluso si no detallas tus deducciones y cubre la matrícula y los gastos obligatorios de la universidad hasta el máximo establecido por el Servicio de Impuestos Internos (IRS, por sus siglas en inglés) para el año tributario correspondiente.
  • Los gastos obligatorios incluyen, por ejemplo, las cuotas de actividades estudiantiles si es que todos los estudiantes están obligados a pagarlas.
  • El IRS reduce la deducción para los contribuyentes que están sobre cierto nivel de ingresos, y a medida que el ingreso aumenta la deducción se desvanece completamente.

Crédito Vitalicio por Aprendizaje

El Crédito Vitalicio por Aprendizaje te permite reclamar un crédito por hasta un 20 % de los gastos universitarios anuales efectuados de tu propio bolsillo, para ti, tu cónyuge o tus hijos.

  • Puedes pedir un crédito máximo de hasta $2,000 si los gastos universitarios totales de tu familia suman hasta $10,000.
  • Puedes pedir un Crédito Vitalicio por Aprendizaje por tantos años como el estudiante asista a la universidad, ya sea para estudios de grado o postgrado, incluso si el estudiante asiste a una sola clase por año.
  • El IRS enumera otros créditos tributarios educativos en la Publicación 970.

El Crédito Vitalicio por Aprendizaje tiene varias restricciones:

  • El estudiante debe asistir a lo que el IRS llama una "universidad calificada" para poder reclamar el crédito. Una universidad calificada es una que cumpla con las condiciones para participar en los programas de ayuda para estudiantes del Departamento de Educación.
  • Además, no puedes reclamar el crédito si tu ingreso anual supera el límite establecido por el IRS para el año tributario correspondiente o si estás casado pero tú y tu cónyuge presentan declaraciones de impuestos separadas.
  • La cantidad máxima del crédito es $2,000 pero ninguna parte es reembolsable.

Crédito de la Oportunidad Estadounidense

El Crédito de la Oportunidad Estadounidense es otra opción para que los contribuyentes estudiantes o sus padres puedan reducir sus gastos educativos. El crédito por lo general ofrece mayores ahorros tributarios comparado con la deducción por gastos universitarios.  Ya que el crédito reduce tu responsabilidad tributaria dólar por dólar en vez de solo reducir tu ingreso tributable. Sin embargo, hay varios requisitos a cumplir:

  • El estudiante no puede haber completado los primeros cuatro años de educación post secundaria.
  • Debe estar matriculado al menos un semestre académico durante el año
  • Es considerado, al menos, estudiante a tiempo parcial siendo candidato a alcanzar un título o credencial.
  • Si el estudiante ha estado convicto en una prisión estatal o federal por abuso de drogas, entonces el/ella no calificará para el crédito.

Generalmente, el Crédito de la Oportunidad Americana es el más generoso ya que hasta el 40 % del crédito es reembolsable.  Lo que quiere decir que aun si no debes impuestos, todavía puedes recibir dinero en forma de reembolso del IRS.

Reclamar créditos educativos

Cuando presentas tu declaración de impuestos puedes pedir tus créditos tributarios educativos utilizando el Formulario 8863 del IRS.

  • Sólo puedes pedir el crédito por los gastos universitarios efectuados de tu propio bolsillo, no por los costos cubiertos por becas o beneficios de veteranos.
  • Solo puedes reclamar uno de los créditos o deducción por estudiante en una declaración y no puedes utilizar el mismo gasto educativo para más de una deducción o crédito.
  • No puedes reclamar créditos y deducciones por costos de habitación, comida, gastos médicos, transportación o aseguranza, incluso si estos gastos son obligatorios para el estudiante.

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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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