¿Cuál es mi estado civil para propósitos de la declaración de impuestos?

Por

AARP

Published 18 de abril de 2023

El Servicio de Impuestos Internos (IRS) reconoce cinco estados civiles para propósitos de la declaración:

Jefe de familia: persona soltera que pagó más de la mitad de los costos de mantenimiento de una casa durante el año en cuestión.
Casado que rinde impuestos con su pareja: persona casada que de mutuo acuerdo con su cónyuge ha decidido presentar una declaración conjunta.
Casado que rinde impuestos separado: persona casada que no está de acuerdo con presentar una declaración conjunta con su cónyuge.
Viudo: persona que perdió a su cónyuge en uno de los dos años anteriores al año en cuestión.
Soltero: persona que no se ha casado nunca; que se separó legalmente o que enviudó antes del 1.º de enero del año en cuestión.

El estado civil es sumamente importante porque tiene un impacto directo sobre cómo se calculan los impuestos; además, va a determinar si vas a recibir o no ciertos créditos tributarios, así como si le debes o no dinero al IRS al final del año. Consulta esta página oficial del IRS donde encontrarán más detalles sobre los distintos estados civiles.

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Ilustración de dos hombres frente a una computadora portátil que dice impuestos

¿Tengo que presentar una declaración de impuestos?

Si eres ciudadano o residente permanente y has ganado una cierta cantidad de dinero quizás sí.

Multa del IRS por pago insuficiente de impuestos

Si pagaste tarde o no pagaste podrías tener que pagar una multa por pago insuficiente del impuesto estimado.

¿Cómo puedo devolver un reembolso erróneo del IRS?

Si tu reembolso fue expedido en forma de cheque impreso y aún no lo has cobrado, debes seguir varios pasos.

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SOLAMENTE PARA SOCIOS

Salud y bienestar

AARP® Staying Sharp®

Actividades, recetas saludables, retos y más en AARP Staying Sharp®

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