{"id":237129,"date":"2021-03-01T20:33:31","date_gmt":"2021-03-02T02:33:31","guid":{"rendered":"https:\/\/rgwealth.com\/sin-categorizar\/lista-de-control-para-la-declaracion-de-impuestos-de-2021\/"},"modified":"2025-03-11T11:46:17","modified_gmt":"2025-03-11T16:46:17","slug":"lista-de-control-para-la-declaracion-de-impuestos-de-2021","status":"publish","type":"post","link":"https:\/\/rgwealth.com\/es\/impuestos\/lista-de-control-para-la-declaracion-de-impuestos-de-2021\/","title":{"rendered":"Lista de control para la declaraci\u00f3n de impuestos de 2021"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row padding_top=\u00bb20&#8243; padding_left=\u00bb16&#8243; padding_right=\u00bb16&#8243;][vc_column][vc_column_text css=\u00bb\u00bb]<\/p>\n<h1>Lista de control para la declaraci\u00f3n de la renta 2024<\/h1>\n<p>[\/vc_column_text][vc_column_text css=\u00bb\u00bb]<strong>Una gu\u00eda de referencia para ayudarte en tu declaraci\u00f3n de la renta en 2024<\/strong>[\/vc_column_text][vc_column_text css=\u00bb\u00bb]El<sup>29 de<\/sup> enero comienza la temporada fiscal de 2024. Si a\u00fan no lo has hecho, ahora es el momento de empezar a prepararte.  Tanto si te re\u00fanes con un profesional fiscal como si preparas tus impuestos t\u00fa mismo, <a href=\"https:\/\/rgwealth.com\/es\/que-hacemos\/optimizacion-fiscal\/\">una planificaci\u00f3n adecuada<\/a> ayudar\u00e1 a que tu declaraci\u00f3n de la renta de 2024 sea m\u00e1s fluida y puede reducir el riesgo de errores costosos. Echa un vistazo a algunos de los consejos fiscales b\u00e1sicos que te ofrecemos a continuaci\u00f3n y prep\u00e1rate para afrontar esta temporada de impuestos con confianza.<\/p>\n<h3><strong>Reunir formularios<\/strong><\/h3>\n<p>Recuerda que la declaraci\u00f3n de la renta no es una carrera. Tienes hasta<sup>el 15 de<\/sup> abril para presentar tu declaraci\u00f3n o prorrogarla. Aseg\u00farate de imprimir o recoger <strong><u>TODOS LOS<\/u><\/strong> de los documentos fiscales importantes, incluidos:  <\/p>\n<ul>\n<li>W-2<\/li>\n<li>SSA-1099 para prestaciones de la Seguridad Social<\/li>\n<li>1099-Rs, 1099-NECs, 1099-DIVs, 1099-INTs y 1099 Consolidado de entidades financieras<\/li>\n<li>1095-A para la cobertura sanitaria del mercado gubernamental<\/li>\n<li>1098 para informar de los pagos de intereses y matr\u00edculas<\/li>\n<li>W-2G para cualquier ganancia de juego<\/li>\n<li>Anexo K-1 para la propiedad de la empresa<\/li>\n<\/ul>\n<h3><strong>Organizar la informaci\u00f3n personal<br \/>\n<\/strong><\/h3>\n<p>Comprueba dos veces la informaci\u00f3n importante, como<\/p>\n<ul>\n<li>N\u00famero de la Seguridad Social de las personas a tu cargo o de tu c\u00f3nyuge<\/li>\n<li>Aseg\u00farate de actualizar tu CPA y CFP para cualquier cambio de direcci\u00f3n que se haya producido en el a\u00f1o anterior<\/li>\n<li>Direcciones de todas las propiedades que poseas<\/li>\n<li>Fecha exacta de compra o venta de la propiedad<\/li>\n<\/ul>\n<h3><strong>Recaudaci\u00f3n<\/strong><\/h3>\n<p>Re\u00fane todos los recibos de gastos empresariales, gastos m\u00e9dicos, pagos de impuestos sobre la propiedad y otros gastos que puedan figurar en tu Anexo A o Anexo C.<\/p>\n<h3><strong>Contar las contribuciones ben\u00e9ficas<\/strong><\/h3>\n<p>Los declarantes que opten por detallar las deducciones en el Anexo A deben reunir todos los datos de las aportaciones ben\u00e9ficas para 2023.<\/p>\n<h3><strong>Buscar la declaraci\u00f3n de la renta del a\u00f1o pasado<\/strong><\/h3>\n<p>Si utilizas el mismo preparador que el a\u00f1o anterior, deber\u00eda tener una copia de tu declaraci\u00f3n de la renta. Si no es as\u00ed, busca tu antigua copia y tenla preparada con el resto de tus documentos fiscales para entreg\u00e1rsela a tu preparador. <\/p>\n<h3><strong>Presenta tu declaraci\u00f3n<\/strong><\/h3>\n<p>El plazo de presentaci\u00f3n para 2024 es<sup>el 15 de <\/sup>abril, con una pr\u00f3rroga de 6 meses disponible para cualquiera que la solicite. Recuerda que la pr\u00f3rroga es s\u00f3lo una pr\u00f3rroga para presentar la documentaci\u00f3n, pero debes pagar los impuestos antes del<sup>15<\/sup> de abril. Se aplicar\u00e1n intereses y sanciones sobre cualquier impuesto impagado despu\u00e9s de esta fecha. Una vez que hayas reunido TODA la informaci\u00f3n fiscal relevante para 2024, ya puedes presentar tu declaraci\u00f3n. Para evitar retrasos en la tramitaci\u00f3n y el reembolso, recomendamos encarecidamente a los declarantes que utilicen la funci\u00f3n E-File del IRS para agilizar el proceso.    <\/p>\n<h3><strong>Piensa en tu devoluci\u00f3n<\/strong><\/h3>\n<p>Piensa qu\u00e9 piensas hacer con tu devoluci\u00f3n una vez la recibas. Si quieres, tienes la opci\u00f3n de aplicar tu pago a la factura de impuestos del a\u00f1o que viene.[\/vc_column_text][\/vc_column][\/vc_row][vc_row padding_top=\u00bb0&#8243; padding_left=\u00bb16&#8243; padding_right=\u00bb16&#8243;][vc_column][vc_row_inner css=\u00bb.vc_custom_1722952471241{margin-top: 40px !important;margin-bottom: 30px !important;padding-top: 30px !important;padding-right: 20px !important;padding-bottom: 30px !important;padding-left: 20px !important;background-color: #ffffff !important;border-radius: 15px !important;}\u00bb][vc_column_inner][vc_column_text css=\u00bb\u00bb]<\/p>\n<p style=\"text-align: left; font-size: 1.5em;\"><strong>\u00bfNecesitas ayuda?<\/strong><\/p>\n<p style=\"text-align: left;\">Si quieres que uno de nuestros contables o asesores financieros certificados (CFP\u00ae) te ayude con esta estrategia y c\u00f3mo se aplica a tu caso, el equipo de Rhame &amp; Gorrell Wealth Management est\u00e1 aqu\u00ed para ayudarte.<\/p>\n<p style=\"text-align: left;\">Nuestros experimentados Gestores Patrimoniales facilitan a nuestros valiosos clientes todo nuestro conjunto de servicios, incluida la planificaci\u00f3n financiera, la gesti\u00f3n de inversiones, la optimizaci\u00f3n fiscal, la planificaci\u00f3n patrimonial y mucho m\u00e1s.<\/p>\n<p style=\"text-align: left;\">No dudes en ponerte en contacto con nosotros en <span style=\"text-decoration: underline;\"><a href=\"tel:8327891100\">(832) 789-1100<\/a><\/span>, <a href=\"mailto:service@rgwealth.com\"><span style=\"text-decoration: underline;\">service@rgwealth.com<\/span><\/a>o haz clic en el bot\u00f3n de abajo para programar tu consulta gratuita hoy mismo.<\/p>\n<p>[\/vc_column_text][vc_btn title=\u00bbProgramar una reuni\u00f3n\u00bb style=\u00bbcustom\u00bb custom_background=\u00bb#dd8c03&#8243; custom_text=\u00bb#ffffff\u00bb size=\u00bblg\u00bb align=\u00bbleft\u00bb i_align=\u00bbright\u00bb i_icon_fontawesome=\u00bbfas fa-angle-right\u00bb css=\u00bb.vc_custom_1722952485640{padding-right: 10px !important;}\u00bb add_icon=\u00bbtrue\u00bb link=\u00bburl:https%3A%2F%2Frgwealth.com%2Fget-started%2F|title:Get%20Started\u00bb][\/vc_column_inner][\/vc_row_inner][vc_row_inner css=\u00bb.vc_custom_1722951727630{margin-top: 10px !important;margin-bottom: 10px !important;border-top-width: 2px !important;border-right-width: 2px !important;border-bottom-width: 2px !important;border-left-width: 2px !important;padding-top: 5px !important;padding-bottom: 5px !important;background-color: #f4efe7 !important;border-left-style: solid !important;border-right-style: solid !important;border-top-style: solid !important;border-bottom-style: solid !important;border-radius: 15px !important;border-color: #d6cab8 !important;}\u00bb][vc_column_inner][vc_column_text css=\u00bb\u00bb]\n                \n                    <!--begin code -->\n\n                    \n                    <div class=\"pp-multiple-authors-boxes-wrapper pp-multiple-authors-wrapper pp-multiple-authors-layout-boxed multiple-authors-target-shortcode box-post-id-230920 box-instance-id-1 ppma_boxes_230920\"\n                    data-post_id=\"230920\"\n                    data-instance_id=\"1\"\n                    data-additional_class=\"pp-multiple-authors-layout-boxed.multiple-authors-target-shortcode\"\n                    data-original_class=\"pp-multiple-authors-boxes-wrapper pp-multiple-authors-wrapper box-post-id-230920 box-instance-id-1\">\n                                                <span class=\"ppma-layout-prefix\"><\/span>\n                        <div class=\"ppma-author-category-wrap\">\n                                                                                                                                    <span class=\"ppma-category-group ppma-category-group-1 category-index-0\">\n                                                                                                                        <ul class=\"pp-multiple-authors-boxes-ul author-ul-0\">\n                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    \n                                                                                                                    <li class=\"pp-multiple-authors-boxes-li author_index_0 author_rgadmin has-avatar\">\n                                                                                                                                                                                    <div class=\"pp-author-boxes-avatar\">\n                                                                    <div class=\"avatar-image\">\n                                                                                                                                                                                                                <img alt='Rhame &amp; Gorrell Wealth Management Logo' src='https:\/\/rgwealth.com\/wp-content\/uploads\/2024\/08\/Rhame-Gorrell-Wealth-Management-Logo.jpg' srcset='https:\/\/rgwealth.com\/wp-content\/uploads\/2024\/08\/Rhame-Gorrell-Wealth-Management-Logo.jpg' class='multiple_authors_guest_author_avatar avatar' height='80' width='80'\/>                                                                                                                                                                                                            <\/div>\n                                                                                                                                    <\/div>\n                                                            \n                                                            <div class=\"pp-author-boxes-avatar-details\">\n                                                                <div class=\"pp-author-boxes-name multiple-authors-name\"><a href=\"https:\/\/rgwealth.com\/author\/rgadmin\/\" rel=\"author\" title=\"Rhame &amp; Gorrell Wealth Management\" class=\"author url fn\">Rhame &amp; Gorrell Wealth Management<\/a><\/div>                                                                                                                                                                                                    \n                                                                                                                                            <div class=\"pp-author-boxes-description multiple-authors-description author-description-0\">\n                                                                                                                                                    <p>At RGWM, we believe that confidence is not something we are given; it is something we earn. Our CFP\u00ae professionals and investment management advisors in The Woodlands work hard daily to gain your confidence and help you achieve your family\u2019s goals both now and in the future.<\/p>\n                                                                                                                                                <\/div>\n                                                                                                                                                                                                    \n                                                                                                                                <a class=\"ppma-author-user_email-profile-data ppma-author-field-meta ppma-author-field-type-email\" aria-label=\"Email\" href=\"mailto:service@rgwealth.com\"  target=\"_self\"><span class=\"dashicons dashicons-email-alt\"><\/span> <\/a>\n                                                                                                                            <\/div>\n                                                                                                                                                                                                                        <\/li>\n                                                                                                                                                                                                                                                                                        <\/ul>\n                                                                            <\/span>\n                                                                                                                                                                                    <\/div>\n                        <span class=\"ppma-layout-suffix\"><\/span>\n                                            <\/div>\n                    <!--end code -->\n                    \n                \n                            \n        [\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner css=\u00bb.vc_custom_1728421117615{padding-top: 20px !important;}\u00bb][vc_column_inner][vc_column_text css=\u00bb\u00bb]<p style=\"text-align: left;\"><strong>IMPORTANT DISCLOSURES<\/strong>:<\/p>\r\nCorporate benefits may change at any point in time. Be sure to consult with human resources and review Summary Plan Description(s) before implementing any strategy discussed herein.\r\n<br>\r\n<br>\r\nRhame &amp; Gorrell Wealth Management, LLC (\u201cRGWM\u201d) is an SEC registered investment adviser with its principal place of business in the State of Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RGWM has attained a certain level of skill, training, or ability. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own CPA or tax professional before engaging in any transaction.\u00a0 The effectiveness of any of the strategies described will depend on your individual situation and should not be construed as personalized investment advice. Past performance may not be indicative of future results and does not guarantee future positive returns.\r\n<br>\r\n<br>\r\nFor additional information about RGWM, including fees and services, send for our Firm Disclosure Brochures as set forth on Form ADV Part 2A and Part 3 by contacting the Firm directly. You can also access our Firm Brochures at\u00a0<a href=\"https:\/\/adviserinfo.sec.gov\/\" target=\"_blank\" rel=\"noopener\">www.adviserinfo.sec.gov<\/a>. Please read the disclosure brochures carefully before you invest or send money.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>El 29 de enero comienza la temporada fiscal de 2024. Si a\u00fan no lo has hecho, ahora es el momento de empezar a prepararte. <\/p>\n","protected":false},"author":8,"featured_media":235967,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[102],"tags":[104],"ppma_author":[58],"class_list":["post-237129","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-impuestos","tag-impuestos","author-rgadmin"],"aioseo_notices":[],"authors":[{"term_id":58,"user_id":8,"is_guest":0,"slug":"rgadmin","display_name":"Rhame &amp; Gorrell Wealth Management","avatar_url":{"url":"https:\/\/rgwealth.com\/wp-content\/uploads\/2024\/08\/Rhame-Gorrell-Wealth-Management-Logo.jpg","url2x":"https:\/\/rgwealth.com\/wp-content\/uploads\/2024\/08\/Rhame-Gorrell-Wealth-Management-Logo.jpg"},"0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":"","8":""}],"_links":{"self":[{"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/posts\/237129","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/comments?post=237129"}],"version-history":[{"count":4,"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/posts\/237129\/revisions"}],"predecessor-version":[{"id":239185,"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/posts\/237129\/revisions\/239185"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/media\/235967"}],"wp:attachment":[{"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/media?parent=237129"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/categories?post=237129"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/tags?post=237129"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/rgwealth.com\/es\/wp-json\/wp\/v2\/ppma_author?post=237129"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}