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¿Tengo que incluir los ingresos de un dependiente en mi declaración de impuestos?

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • December 29, 2023 01:54 PM
OVERVIEW

En algunos casos, quizás sea más fácil y menos costoso que incluyas los ingresos de tus dependientes en tu declaración de impuestos, en lugar de que ellos tengan que presentar su propia declaración.

 

Ingresos de dependientes

En algunos casos, podría parecer más fácil y menos costoso incluir los ingresos de un dependiente en tu declaración de impuestos, en vez de hacerlos presentar su propia declaración. Las reglas del IRS (Servicio de Impuestos Internos) para reclamar los ingresos de dependientes en tus propias declaraciones de impuestos se basan en el tipo de dependiente, en la cantidad y el tipo de ingresos que este tenga.

Por regla general, puedes reclamar los ingresos por inversiones de un hijo dependiente en tu propia declaración hasta una determinada cantidad, por encima de la cual el hijo debe presentar su propia declaración de impuestos. Para reclamar los ingresos de un hijo en la declaración de impuestos de un padre o madre, el menor debe considerarse un hijo calificado que depende del padre.

Los padres pueden usar el Formulario 8814 del IRS para elegir reportar los ingresos de su hijo en su declaración de impuestos en lugar de que el menor presente la suya propia. Para elegir esta opción, se adjunta el formulario completado a la declaración de impuestos del padre o madre.

¿Quién se considera un dependiente hijo calificado?

Para fines tributarios, los tipos de dependientes incluyen hijo calificado y pariente calificado. Solo los ingresos de hijos calificados se pueden reclamar en la declaración de impuestos de un padre o madre. Un hijo calificado debe cumplir al menos cuatro criterios:

Debe ser tu hijo/a o hijastro/a, hermano/a, hermanastro/a, hermanastro/a o hijo/a de crianza.

Los descendientes de estas personas también califican, por ejemplo, tu sobrina.

Debe haber vivido contigo en tu residencia durante más de la mitad del año tributario.

Debe ser menor de 19 años (24 si es estudiante de tiempo completo) al final del año tributario o tener una discapacidad permanente.

No debe haber proporcionado más de la mitad de su propio sustento financiero durante el año.

Requisitos de elección adicionales para el menor

Además de ser un dependiente hijo calificado, el menor debe cumplir las siguientes condiciones:

  • El único ingreso del hijo proviene de intereses y dividendos, inclusive distribuciones de ganancias de capital y dividendos del Fondo Permanente de Alaska.
  • El ingreso bruto del menor en 2023 es inferior a $12,500. Este límite aumenta a $13,000 para el 2024.
  • El menor debe presentar una declaración para ese año.
  • El menor no presenta una declaración de casados que declaran de forma conjunta para ese año.
  • No hubo pagos de impuestos estimados del menor para ese año (incluyendo todo pago en exceso de impuestos de la declaración del año anterior del menor aplicado a los impuestos estimados del año presente).
  • No se retuvo impuesto federal sobre los ingresos del hijo.

Requisitos de elección adicionales para el padre o la madre

Una vez que determines si los requisitos anteriores se cumplen con respecto al hijo, hay ciertas reglas que los padres deben cumplir a fin de calificar para hacer la elección. Si los padres están casados, pueden hacer la elección si presentan una declaración conjunta. Si los padres están casados y presentan declaraciones por separado, solo el padre (o madre) con el ingreso tributable más alto puede hacer la elección.

Si los padres no están casados, se les considera no casados para fines tributarios o están divorciados o separados mediante acuerdo de divorcio o separación con sustento financiero y no vivían juntos, el padre (o madre) que tiene la custodia puede hacer la elección. Si los padres no están casados, pero vivieron juntos durante todo el año, el progenitor con el ingreso tributable más alto puede hacer la elección.

Hay diversas circunstancias de vida que requieren análisis adicional. Las instrucciones del Formulario 8814 proporcionan información sobre casi todas las situaciones de acuerdos de vivienda de padres e hijos.

El efecto de hacer la elección

Al elegir incluir los ingresos de tu hijo en tu declaración de impuestos, las cantidades de ingresos calificados hasta $1,250 para el 2023, no están sujetas a impuestos. Sin embargo, los siguientes $1,250 podrían estar sujetos a un impuesto de hasta $125 más si se realiza la elección. Esto ocurre porque el impuesto sobre los segundos $1,250 puede ser de hasta el 10 % en la declaración del padre o madre, pero podría calificar para la tasa de impuesto preferencial del 0 % por dividendos calificados y distribuciones de ganancias de capital si el menor presentó su propia declaración de impuestos. Esta cantidad límite aumenta de $1,250 para el 2023 a $1,300 para el 2024. 

Hay ciertos beneficios tributarios que no están disponibles si se elige esta opción. Estos incluyen los siguientes:

La deducción estándar adicional si el hijo es ciego

Deducción por cualquier multa sobre retiro prematuro de los ahorros del hijo

Deducciones detalladas que el hijo podría reclamar en su propia declaración de impuestos

Al incluir ingresos adicionales en tu declaración de impuestos por hacer la elección, como padre o madre te enfrentas a deducciones o créditos posiblemente reducidos, que incluyen los siguientes:

  • Deducción de contribuciones a una cuenta IRA tradicional
  • Deducción de intereses pagados sobre préstamos estudiantiles
  • Deducciones detalladas de gastos médicos y pérdidas por hechos fortuitos y robo
  • Crédito por Gastos de Cuidado de Hijos Menores y Dependientes
  • Crédito Tributario por Hijos
  • Créditos tributarios para la educación
  • Crédito por Ingreso del Trabajo

Los ingresos adicionales también pueden afectar otros elementos de impuestos del padre o madre, como el pago incompleto de impuestos estimados, el Impuesto Mínimo Alternativo y el impuesto sobre los ingresos netos por inversiones.

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.

$89*
Los impuestos estatales son adicionales.
Comienza gratis

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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  • Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely satisfied with TurboTax Desktop software, go to refundrequest.intuit.com within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt. Desktop add-on products and services purchased are non-refundable.

TURBOTAX DESKTOP DISCLAIMERS

  • 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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