According to the tax legislation of the Russian Federation, a citizen is given the opportunity to return part of the money spent on his own education or the education of his children, or, in other words, to receive a social tax deduction.
It is necessary
- Application for a tax deduction
- Tax return
- Copy of the license for the provision of educational services
- Copy of the agreement on the provision of educational services
- Certificate of study at full-time full-time department (in case of payment for the child's education)
- A copy of the child's birth certificate / order on the appointment of guardianship (guardianship)
- A copy of payment documents confirming the transfer of funds
- A certificate from the accounting department at the place of work of the 2-NDFL form
Instructions
Step 1
Check if you are part of the group of people who are eligible for the tax deduction. A deduction can be obtained for the payment of their education or the education of their children, but only if they are not yet 24 years old and they are studying in the full-time department. At the same time, you paid for your studies from funds taxed at a rate of 13%. If, for example, the funds were not paid for wages, and you will not be provided with a deduction of maternity capital or winnings.
Step 2
Collect the following documents from your school. License for the provision of educational services. Unfortunately, if you studied with a private tutor or took short-term courses at an educational institution that does not have such a document, you will not be refunded. Secondly, you will need a copy of the educational services agreement. Please note that the contract must be concluded with the person who will subsequently claim to receive the tax deduction. If your child's name appears in the contract as the payer, you will not receive a deduction. And lastly, if you pay for the education of a child, you need to take a certificate stating that he is studying full-time.
Step 3
Contact the accounting department at the place of work and take a certificate of form 2-personal income tax. It is in it that it is written in detail what kind of income you received in the past year, as well as the amount of tax paid for this period. Make sure that everything is written correctly in the help and there are no corrections, otherwise it will not be accepted.
Step 4
Fill out the income tax return for the year in which you paid for your tuition. You can fill it out yourself or use the services of consultants. Filling out the declaration often raises a lot of difficulties and questions. Therefore, at present, a special program is posted on the official website of the tax inspectorate, which greatly facilitates its filling.
Step 5
Write an application for granting you a tax deduction, attaching a package of collected documents to it, including all payment receipts, in which your name as a payer must also be indicated. The application form can be found on the official website of the tax office. You can take the documents personally to the tax office at your place of residence, or send them by registered mail with notification. The money is returned to the taxpayer within a month from the date of submission of the application by transferring to his current account opened with the Savings Bank of Russia.
