To receive a standard tax deduction, you must submit a tax return to the tax service, attach a certificate of income, as well as documents confirming the right to receive one or another deduction, depending on the category of an individual, the types of which are spelled out in the Tax Code of the Russian Federation.
It is necessary
- - the program "Declaration"
- - identity document;
- - TIN (if any);
- - 2-NDFL certificate from the place of work;
- - documents confirming the presence of children;
- - Tax Code of the Russian Federation;
- - documents confirming the fact that the taxpayer belongs to a special category.
Instructions
Step 1
Request from your current place of work a certificate in form 2-NDFL on income received for the previous tax period. If you changed your employer in the previous year, then from the previous enterprise where you worked, also ask to draw up this document with the seal of the organization, signed by the head of the company and the chief accountant.
Step 2
Download the Declaration program from the official website. Indicate the number of the tax office to which you will submit the declaration. Check the box for another individual in the taxpayer tag. Confirm the accuracy personally, indicate the available income, which is confirmed by income certificates. Enter your last name, first name, patronymic, date, place of your birth. Write the address of your place of residence, the type and details of the identity document (passport, driver's license, military card).
Step 3
In the tab of income received in the Russian Federation, in the item of the tax rate of 13%, click "+". Enter the name of the company where you work, its taxpayer identification number, the code of the reason for registration. Indicate the amount of salary for each month of the reporting tax period in accordance with the income statement.
Step 4
In the deduction column, go to the Standard Tax Deductions tab. If you are claiming a deduction in the amount of 400 rubles, mark the code 103. It is provided to each taxpayer until his cumulative income is 20,000 rubles. From the month in which the amount exceeded this figure, the taxpayer is not entitled to a standard deduction.
Step 5
If you are claiming a deduction in the amount of 500 rubles and belong to the categories specified in subparagraph 2 of paragraph 1 of Article 218 of the Tax Code of the Russian Federation, mark code 104.
Step 6
If you belong to one of the categories prescribed in subparagraph 1 of paragraph 1 of Article 217 of the Tax Code of the Russian Federation, mark code 105.
Step 7
If you have children under the age of 18 or a full-time child under 24 in your care, you are entitled to a standard tax deduction of RUB 600 per child until your monthly income exceeds 40 000 rubles. The deduction for children is provided regardless of the taxpayer category.
Step 8
Print the declaration, copy it to an electronic medium, write an application for a tax deduction, attach a certificate in the 2-NDFL form, as well as documents confirming a special category, birth certificates of children, if any, and hand it over to the tax office.
