Filling out a tax return for a tax deduction and refund of overpaid tax differs from the usual procedure only in that you enter the values related to tax deductions in the appropriate sections. The easiest way is to form a declaration using a special program that can be downloaded from the website of the Main Research Center of the Federal Tax Service of Russia.
It is necessary
- - certificates on the 2NDFL form from tax agents and other documents confirming your income and payment of tax on it;
- - a computer;
- - access to the Internet.
Instructions
Step 1
Go to the website of the All-Russian Research Center of the Federal Tax Service of Russia, download the latest version of the Declaration program and install it on your computer. The program takes up little space on your hard drive, is distributed free of charge, and its download and installation takes only a few minutes.
Step 2
Run the program. In the menu on the left, select the "Condition Setting" tab. Mark the required fields with the mouse: type of declaration (3NDFL), taxpayer sign (another individual), income taken into account (in most cases, the very first field is relevant, which means the main sources of income: salary at the main place of work, payments under civil law contracts, royalties, income from the sale of property, etc.). If you have income last year from abroad or from business under the general taxation system, check these boxes as well.
Please tick the box that you personally confirm the accuracy of all information included in the declaration.
Step 3
Go to the tab "Information about the declarant". Enter your personal details. Then go to the tab in the form of a picture of the house and fill out the form dedicated to your address. Indicate the address of registration at the place of residence, even if you do not live there. You must report to the tax office where it is registered.
Do not fill in irrelevant fields.
Step 4
Go to the tab "Income received in the Russian Federation". To add a source of income, click on the green plus at the top of the program interface. Enter these forms in accordance with the information in the 2NDFL certificate received from the relevant tax agent.
If it does not contain data on some of the requested parameters, leave the corresponding fields blank.
By clicking on the green plus at the bottom of the interface, activate the form for generating payments. Select the income code from the dropdown list. Then enter the month in which it was received and click the "Yes" button. Continue until you have entered all the payments shown in the certificate.
Step 5
Fill in the fields below based on the data from the reference. Then go to the next source, if available, and proceed in the same order.
If the income is received from an individual, it is enough to enter his last name, first name and patronymic in full in the “Name” field and TIN. Enter the amounts of income and taxes on the basis of contracts and receipts for payment.
If the type of your income involves a professional tax deduction, the program itself will offer you to select its code: according to the standard, at actual costs, or without providing a deduction. Select the current option, enter additional information if necessary.
Choose one of the sources of income as the basis for the standard deduction, if applicable.
Step 6
If you received income from abroad or from entrepreneurial activity, fill in the appropriate sections in a similar manner.
Step 7
If you are entitled to a standard, social or property deduction, go to the Deductions tab. Fill in the fields relevant to your case. When filling out the section on property deduction, it is better to clarify by looking at the articles of the Tax Code of the Russian Federation, which the program refers to, which option is right for you.
Step 8
When all the required fields are filled in, you can view the declaration by clicking the desired button in the menu, or immediately save it to your computer. You can print the finished document and take it to the tax office in person, send it by mail or submit it via the Internet using the Gosuslugi.ru portal.
