In the current Russian legislation, it is possible to refund income tax on the purchase of housing, land, training, medical treatment and other vital needs. We are talking about personal income tax (personal income tax) in the amount of 13%.
It is necessary
- - application for tax deduction;
- - certificate of income form 2 - personal income tax;
- - birth certificate of children;
- - documents confirming the purchase of housing, the cost of treatment, training, etc.
Instructions
Step 1
If you bought a house, land plot or apartment, you can use the right to return 13% of the purchase amount. To do this, you need to collect a package of documents and take them to the tax office. There are two options for a refund of income tax: through a transfer to your savings card or through the payment of wages in full, without paying personal income tax. How the state will settle accounts with you is up to you.
Step 2
According to the Tax Code of the Russian Federation, when buying a home or building it, taxpayers have the right to deduct income tax in the amount of up to 2 million rubles. If the purchase or construction was carried out on a mortgage, the deduction amount is not limited to 2 million, but a benefit is accrued on the total loan amount.
Step 3
In the case of a tax deduction when buying a home, you need to submit a tax certificate of state registration of property rights, a sales contract or a mortgage. Also, the act of acceptance and transfer of the apartment, documents confirming payment (checks, bank statements, receipts, etc.), as well as a passport, birth certificate of children and a certificate of income form 2.
Step 4
Within 30 days after filing an application for a tax deduction, the tax office must issue you a document that confirms your right to a tax refund. After that, the accounting department will begin to deduct 13% from your salary every month.
Step 5
Income tax can also be refunded when treating or educating yourself or your child, provided that your child is no more than 24 years old. Otherwise, he will refund the income tax himself. To do this, you need to submit to the tax service documents confirming training, a certificate from the dean's office, documents confirming payment for training, etc.
Step 6
In addition, the taxpayer is entitled to a tax deduction if he is doing charity work. In this case, the refund is in the amount of actually incurred expenses, but not more than 25% of the total amount of his income during the tax period.
