In accordance with the Tax Code of the Russian Federation, a taxpayer can return part of the taxes paid if he bought real estate, spent money on his education or the education of children under 24, paid a large amount for treatment, or simply transferred an excessive amount of personal income tax. The deduction is provided on the basis of an application and an attached package of documents confirming the costs.
It is necessary
- - application;
- - passport;
- - income statement;
- - declaration;
- - payment financial documents;
- - documents for real estate;
- - current account number.
Instructions
Step 1
If you bought or built your own home or purchased a land plot for individual housing construction, contact the territorial tax office for a property deduction. You can issue it with a non-cash refund, in which you will not be temporarily deducted income tax, or you can receive it in cash to your bank account. For a non-cash deduction, apply immediately after purchase, for cash - after 12 months.
Step 2
To receive a property deduction, you will need to submit an application, a passport, a certificate of income of the unified form 2-NDFL, a tax declaration of the unified form 3-NDFL, financial documents confirming payment for real estate to the territorial office of the tax inspectorate. You will also need to present a certificate of ownership, a purchase and sale agreement, an act of transfer, a receipt from the seller, if there are no financial documents confirming payment, a loan agreement, if you have issued real estate on credit, your bank account number.
Step 3
To apply for a social tax deduction, if you pay for your own education or the education of children under the age of 24, paid for your own expensive treatment or treatment of your second spouse, children, parents, transferred funds to charity, you will need to present to the territorial office of the tax inspectorate: an application, a certificate on income, declaration, payment documents that will confirm your expenses.
Step 4
Submit documents to the tax office immediately after the expenses incurred for tuition, medical treatment or charity.
Step 5
The standard tax deduction can be returned to you at your place of work if you apply to the employer. The organization is obliged to submit to its employees all income information and financial statements for the final period.
Step 6
You can get a professional tax deduction if you are an individual entrepreneur. Submit your application, passport, financial and accounting documents to the tax office for reconciliation of information, fill out a 3-NDFL tax return.
Step 7
You can return the excess personal income tax amount on the basis of an application, a completed tax return and financial documents confirming the overpayment.
Step 8
The refund of any tax deduction is made within 1 month after the submission of the application and all documents.
