When buying real estate, you will most likely make repairs to a new apartment or house. A considerable amount is spent on this. Currently, you can return not only part of the money spent on the purchase of housing, but also funds for repairs. For this, a declaration is filled out, to which documents are attached confirming the fact of payment for materials, construction work.
It is necessary
- - documents confirming the ownership of real estate;
- - an agreement on the purchase of real estate;
- - the act of acceptance and transfer of real estate;
- - payment documents confirming the fact of payment of expenses (sales and cash receipts, receipts, bank statements on a loan and other documents);
- - 2-NDFL certificate;
- - the program "Declaration";
- - passport;
- - TIN certificate;
- - Tax Code of the Russian Federation;
- - power of attorney for the right to receive a deduction (if the property is shared);
- - act for the purchase of materials;
- - act of completed work (if the repair was carried out by a construction team).
Instructions
Step 1
Please note that the property deduction can be provided only once a year for an amount not exceeding 130,000 rubles. Another condition that must be met is the payment of personal income tax. That is, a person claiming a return of part of the money must officially work, pay 13% of his income. Typically, income tax is withheld by the employer. Request a certificate from the company where you perform your duties, according to the employment contract. It prescribes the amount of wages for the previous six months. The document is certified by the seal of the organization, the signature of the director, chief accountant.
Step 2
Fill out the declaration. On the tab for setting the conditions, indicate the number of the tax authority, the type of declaration, which, when receiving deductions, corresponds to 3-NDFL. Confirm your income with a 2-NDFL certificate from your place of work. After that, enter your personal data, then enter the details of the passport, including its number, series, department code. Write the address of registration, including postal code, telephone number (home, mobile).
Step 3
Write the name of the organization where you work on the income tab. Indicate TIN, KPP of the company. After pressing the "+" button, enter the amount of your earnings in accordance with the certificate for each month of the six-month period.
Step 4
Now go to the property deduction tab. Write the type of real estate acquisition (as a rule, this is a purchase and sale agreement, less often - an investment). Indicate the type of housing (house, apartment, room, share in them). Enter the type of property. If the property is shared, joint, each shareholder draws up a declaration, a deduction is provided in proportion to the part of the share of the owner of the dwelling. If you want to receive a deduction, one of the owners writes a power of attorney for the second owner of the property, certified by a notary.
Step 5
Write in full the address where the purchased property is located. Enter the date of transfer of the property to you from the seller (in accordance with the sales contract, deed of transfer). Indicate the date of registration of ownership of an apartment, house, room in accordance with the certificate. After pressing the button "proceed to entering amounts", enter the amount of money spent in the property value column. To do this, add up all the funds indicated in the checks, receipts, including those spent on the purchase of materials, payment for construction and installation work. Print your declaration. Attach all documentation. Fill out an application with the tax authority, hand over the package of documents to the inspection officer. After about 4 months, the money will be credited to your checking account.
