Tax return in Spanish: the terms, the IRS Spanish form, and translating a return

What is a tax return called in Spanish?

United States

Declaración de impuestos, or declaración de impuestos sobre los ingresos personales for the 1040

Mexico

Declaración anual, filed with the SAT, the Servicio de Administración Tributaria

Spain

Declaración de la renta, the IRPF return filed with the Agencia Tributaria

Tax return transcript

Transcripción de la declaración de impuestos

Refund, amount owed

Reembolso, saldo adeudado

Filing a US return in Spanish

The IRS lists Formulario 1040 (sp), the Spanish version of the individual income tax return, among the forms on its Spanish pages[1]. The same pages note that English is the official language of the United States and that the English version of each document is the official version of federal information[1].

So the Spanish form helps you understand and fill in the return, and the English 1040 is the reference text. If someone in your family files in English and wants to read the return in Spanish, translating the completed return is the faster route.

Lines on a 1040, in Spanish

A Mexican or Spanish return in English

The other case is a return filed abroad. A mortgage lender, a US accountant or an immigration file may ask for a Mexican declaración anual or a Spanish declaración de la renta, and it has to be read in English. The SAT acuse de recibo (filing receipt) and the Spanish Modelo 100 carry terms such as ingresos acumulables, deducciones personales, ISR a cargo, saldo a favor, base imponible and cuota íntegra, which become cumulative income, personal deductions, income tax payable, balance in your favor, taxable base and gross tax.

For USCIS, the I-864 asks every sponsor for a copy of their federal income tax return for the most recent tax year[2]. A foreign return sent as extra evidence is a foreign language document, so it needs a full English translation and the translator's certification[3].

How to translate a tax return with LoreAI

1. Download the return as a PDF. The SAT acuse, the Agencia Tributaria PDF or the IRS 1040, or a scan or phone photo of a paper copy.
2. Upload it and choose the target language. English for a declaración, Spanish for a 1040. LoreAI detects the source language.
3. Download the Word file. Line numbers, labels and amounts stay together in the order of the form, with RFC, NIF and Social Security numbers as written.

LoreAI is not a certified translation service. For USCIS, a bilingual person reviews the file and signs a statement, and the certificate of translation template has the wording. Your first document is free, up to 3 pages.

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