Refund of personal income tax (PIT) for education is a procedure that allows you to return 13% of the amount that a taxpayer paid for his or her child's education.
It is necessary
- 1. Help on the form 2-NDFL
- 2. Copy of passport
- 3. Copy of personal account
- 4. A copy of the agreement with the educational institution
- 5. Copy of the license of the educational institution
- 6. Copy of checks, receipts
- 7. A copy of the child's birth certificate (if payment was made for the education of a minor child)
- 8. Additional agreement to the contract or order to change the cost of training (if the amount for training in the receipt is more than in the contract)
- 9. Certificate from the dean's office that the child is studying at the full-time department of an educational institution.
Instructions
Step 1
Fill in the declaration in the form 3-NDFL.
To do this, you will need to contact your accounting department at the place of work, with a request to issue a certificate in the form of 2-NDFL.
You can draw up a declaration in two ways - by yourself or by contacting a company that will help you fill out a declaration in the form of 3-NDFL. The second method is suitable for people who are poorly versed in filling out declarations or just want to save time. You can fill out the declaration yourself using the Taxpayer 2013 program, which is freely available on the official website of the tax department www.nalog.ru
Step 2
Collect the following documents:
1. A copy of the passport (front part and registration)
2. A copy of the personal account (spread of the Savings Book)
3. A copy of the agreement with the educational institution
4. Copy of the license of the educational institution
5. Copy of checks, receipts
6. A copy of the child's birth certificate (if payment was made for the education of a minor child)
7. Additional agreement to the contract or order to change the cost of training (if the amount for training in the receipt is more than indicated in the contract)
8. Certificate from the dean's office that the child is studying at the full-time department of an educational institution.
