{"id":599,"date":"2024-01-27T01:12:58","date_gmt":"2024-01-27T06:12:58","guid":{"rendered":"https:\/\/www.trustincomegroup.com\/?p=599"},"modified":"2024-01-27T01:13:41","modified_gmt":"2024-01-27T06:13:41","slug":"definitive-guide-to-the-2024-tax-season","status":"publish","type":"post","link":"https:\/\/www.trustincomegroup.com\/es\/definitive-guide-to-the-2024-tax-season\/","title":{"rendered":"Temporada de impuestos 2024: una gu\u00eda esencial con todo lo que necesitas saber."},"content":{"rendered":"<h2 class=\"wp-block-heading\">\u00bfEs importante la declaraci\u00f3n de impuestos?<\/h2>\n\n\n\n<p>S\u00ed, definitivamente es de gran importancia presentar tu declaraci\u00f3n de impuestos y aqu\u00ed te lo explicamos.<\/p>\n\n\n\n<p>Tax season is a crucial period for all taxpayers in the United States, marking the time when individuals and companies must submit their tax returns to the <strong><em><a href=\"https:\/\/www.irs.gov\/\" target=\"_blank\" data-type=\"link\" data-id=\"https:\/\/www.irs.gov\/\" rel=\"noreferrer noopener\">Servicio de Impuestos Internos (IRS)<\/a><\/em><\/strong>. Esta temporada es importante por varias razones:<\/p>\n\n\n\n<p><strong>Cumplimiento Legal<\/strong> Presentar la declaraci\u00f3n de impuestos es una obligaci\u00f3n legal para la mayor\u00eda de los ciudadanos y residentes en EE. UU. Cumplir con esta obligaci\u00f3n evita sanciones, multas y complicaciones legales.<\/p>\n\n\n\n<p><strong>Reflejo Financiero del A\u00f1o:<\/strong> La declaraci\u00f3n de impuestos proporciona un resumen completo de la situaci\u00f3n financiera del a\u00f1o anterior, incluyendo ingresos, inversiones, deducciones y cr\u00e9ditos. Es un componente esencial de la gesti\u00f3n financiera personal y empresarial.<\/p>\n\n\n\n<p><strong>Oportunidad de reclamar deducciones y cr\u00e9ditos:<\/strong> La temporada de impuestos permite a los contribuyentes aprovechar varias deducciones y cr\u00e9ditos fiscales disponibles, que pueden reducir su carga fiscal y, en algunos casos, dar lugar a un reembolso.<\/p>\n\n\n\n<p><strong>Actualizaci\u00f3n de informaci\u00f3n personal y financiera:<\/strong> La presentaci\u00f3n le permite actualizar informaci\u00f3n personal y financiera ante el IRS, lo cual es importante para mantener la exactitud de los registros tributarios.<\/p>\n\n\n\n<p><strong>Basis for Future Financial Decisions:<\/strong> The information collected and analyzed during tax season can be used to make informed financial decisions in the future, such as adjustments to tax planning, investments and savings.<\/p>\n\n\n\n<p>And last but not least:<\/p>\n\n\n\n<p><strong>Impact on Public Services and Benefits:<\/strong> Taxes collected are essential to finance essential public services, such as education, infrastructure and security. An active participation in tax season ensures contribution to the common well-being.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-medium is-resized\"><img fetchpriority=\"high\" decoding=\"async\" width=\"300\" height=\"300\" src=\"https:\/\/www.trustincomegroup.com\/wp-content\/uploads\/2024\/01\/tax-season-2024-info-300x300.png\" alt=\"A bold and eye-catching image with the text 'Tax Season 2024'. The background should depict elements related to tax filing, such as forms, calculators\" class=\"wp-image-640\" style=\"width:484px;height:auto\" srcset=\"https:\/\/www.trustincomegroup.com\/wp-content\/uploads\/2024\/01\/tax-season-2024-info-300x300.png 300w, https:\/\/www.trustincomegroup.com\/wp-content\/uploads\/2024\/01\/tax-season-2024-info-150x150.png 150w, https:\/\/www.trustincomegroup.com\/wp-content\/uploads\/2024\/01\/tax-season-2024-info-768x768.png 768w, https:\/\/www.trustincomegroup.com\/wp-content\/uploads\/2024\/01\/tax-season-2024-info-12x12.png 12w, https:\/\/www.trustincomegroup.com\/wp-content\/uploads\/2024\/01\/tax-season-2024-info.png 1024w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Tax season 2024: Dates and Deadlines<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Month<\/strong><\/td><td><strong>Day<\/strong><\/td><td><strong>Note<\/strong><\/td><\/tr><tr><td><strong>Jan<\/strong><\/td><td>31<\/td><td><strong>&#8211;<\/strong> File Form&nbsp;<a href=\"https:\/\/www.irs.gov\/forms-pubs\/form-720-quarterly-federal-excise-tax-return\" target=\"_blank\" rel=\"noreferrer noopener\">720<\/a>&nbsp;for the fourth quarter of 2023.<br><strong>&#8211;<\/strong> Furnish Forms&nbsp;<a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-1098\" target=\"_blank\" rel=\"noreferrer noopener\">1098<\/a>,&nbsp;<a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-1099\" target=\"_blank\" rel=\"noreferrer noopener\">1099<\/a>, &amp;&nbsp;<a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-w-2-g\" target=\"_blank\" rel=\"noreferrer noopener\">W-2G<\/a>&nbsp;to recipients for certain payments during 2023. Employers: Furnish Form W-2 to employees who worked for you in 2023 &amp; file Form&nbsp;<a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-w-3\" target=\"_blank\" rel=\"noreferrer noopener\">W-3<\/a>, Transmittal of Wage &amp; Tax Statements, with Copy A of Forms W-2 you issued for 2023.<br><strong>&#8211;<\/strong> File Form&nbsp;<a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-1099-nec\" target=\"_blank\" rel=\"noreferrer noopener\">1099-NEC<\/a>&nbsp;for nonemployee compensation paid in 2023, see instructions.<br><strong>&#8211;<\/strong> File Form&nbsp;<a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-730\" target=\"_blank\" rel=\"noreferrer noopener\">730<\/a>&nbsp;and pay the tax on wagers accepted during Dec 2023.<br><strong>&#8211;<\/strong> Deposit any&nbsp;<a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-940\" target=\"_blank\" rel=\"noreferrer noopener\">FUTA<\/a>&nbsp;tax owed through Dec 2023.<br><strong>&#8211;<\/strong> File Forms&nbsp;<a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-940\" target=\"_blank\" rel=\"noreferrer noopener\">940<\/a>,&nbsp;<a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-941\" target=\"_blank\" rel=\"noreferrer noopener\">941<\/a>,&nbsp;<a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-943\" target=\"_blank\" rel=\"noreferrer noopener\">943<\/a>,&nbsp;<a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-944\" target=\"_blank\" rel=\"noreferrer noopener\">944<\/a>&nbsp;and\/or&nbsp;<a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-945\" target=\"_blank\" rel=\"noreferrer noopener\">945<\/a>&nbsp;if you did not deposit all taxes when due. &nbsp;<\/td><\/tr><tr><td><strong>Feb<\/strong><\/td><td>15<\/td><td><strong>&#8211;<\/strong> Send form 1099 B &nbsp;<\/td><\/tr><tr><td><strong>Feb<\/strong><\/td><td>28<\/td><td><strong>&#8211;<\/strong> Deadlines Copy A 3921 if filling via mail.<br><strong>&#8211;<\/strong> Deadline 1099 B if filling via Mail &nbsp;<\/td><\/tr><tr><td><strong>March<\/strong><\/td><td>31<\/td><td><strong>&#8211;<\/strong> Deadline 1099B if filling electronically &nbsp;<\/td><\/tr><tr><td><strong>April<\/strong><\/td><td>1<\/td><td><strong>&#8211;<\/strong> Deadlines Copy A 3921 if filling electronically. &nbsp;<\/td><\/tr><tr><td><strong>April<\/strong><\/td><td>18<\/td><td><strong>&#8211;<\/strong> Deadline for employee to file taxes.<br><strong>&#8211;<\/strong> Deadline to file Form 1120C<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><a href=\"https:\/\/www.trustincomegroup.com\/es\/contact\/\" data-type=\"page\" data-id=\"30\">SCHEDULE AN APPOINTMENT WITH A PROFESSIONAL ACCOUNTANT<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Small Business Tax Prep Checklist<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">General documents<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Federal tax ID number<\/li>\n\n\n\n<li>Social Security number<\/li>\n\n\n\n<li>Previous year\u2019s tax return\u2014up to 3 years prior for both state and federal<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Business income taxes documentation<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Accounting journals and ledgers<\/li>\n\n\n\n<li>Financial statements\u2014specifically your balance sheet and income statement<\/li>\n\n\n\n<li>Transactional supporting documents<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Business-related expenses documentation<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Receipts grouped into the following categories:\n<ul class=\"wp-block-list\">\n<li>Supplies: General office supplies<\/li>\n\n\n\n<li>Recurring operational costs: Rent, utilities, and subscription-based services<\/li>\n\n\n\n<li>Entertainment\/travel: Any applicable business entertainment and travel expenses<\/li>\n\n\n\n<li>Marketing\/advertising costs: Expenses used to promote your business<br>Professional fees: Attorneys, consultants, accountants, bookkeepers, and more<\/li>\n\n\n\n<li>Insurance policy details: Gather both individual and group plan documents, company vehicle<br>policies, and any other insurance coverage documentation<\/li>\n\n\n\n<li>Equipment and assets: Include depreciation schedules for each<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Employment tax documentation<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Employee forms:\n<ul class=\"wp-block-list\">\n<li>W-9: Employee tax withholding certificate<\/li>\n\n\n\n<li>I-9: Verification of employee legal working status<\/li>\n\n\n\n<li>W-2: Wage and tax statements for each employee<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Subcontractors and professional services:\n<ul class=\"wp-block-list\">\n<li>1099: Nonemployee tax form<\/li>\n\n\n\n<li>1099-MISC: Summary of fees and payments for nonemployees<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Payroll reports<\/li>\n\n\n\n<li>Gross monthly payroll<\/li>\n\n\n\n<li>Total deductions withheld from employee gross wages<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">In-home office documentation<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Square footage of office space<\/li>\n\n\n\n<li>Mortgage interest or rent paid<\/li>\n\n\n\n<li>Utilities<\/li>\n\n\n\n<li>Insurance policy<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\"><a href=\"https:\/\/www.trustincomegroup.com\/es\/contact\/\" data-type=\"page\" data-id=\"30\">Do you need more info? Talk directly to a professional and don&#8217;t worry, the consultation is FREE.<\/a><\/h3>\n\n\n\n<p>In short, tax season is more than just a bureaucratic process; It is an essential component of civic and financial responsibility that impacts both individual and collective well-being in society.<\/p>","protected":false},"excerpt":{"rendered":"<p>En Trust Income Group hemos preparado una gu\u00eda con toda la informaci\u00f3n que debes tener en cuenta para afrontar el cierre del periodo fiscal.<\/p>","protected":false},"author":1,"featured_media":636,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[26],"tags":[34,33,32],"class_list":["post-599","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tax","tag-tax-deductions","tag-tax-return-in-the-united-states","tag-tax-season-2024"],"_links":{"self":[{"href":"https:\/\/www.trustincomegroup.com\/es\/wp-json\/wp\/v2\/posts\/599","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.trustincomegroup.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.trustincomegroup.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.trustincomegroup.com\/es\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.trustincomegroup.com\/es\/wp-json\/wp\/v2\/comments?post=599"}],"version-history":[{"count":33,"href":"https:\/\/www.trustincomegroup.com\/es\/wp-json\/wp\/v2\/posts\/599\/revisions"}],"predecessor-version":[{"id":644,"href":"https:\/\/www.trustincomegroup.com\/es\/wp-json\/wp\/v2\/posts\/599\/revisions\/644"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.trustincomegroup.com\/es\/wp-json\/wp\/v2\/media\/636"}],"wp:attachment":[{"href":"https:\/\/www.trustincomegroup.com\/es\/wp-json\/wp\/v2\/media?parent=599"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.trustincomegroup.com\/es\/wp-json\/wp\/v2\/categories?post=599"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.trustincomegroup.com\/es\/wp-json\/wp\/v2\/tags?post=599"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}