After buying an apartment, most people ask themselves the question: how to get the tax deduction for an apartment back. It's quite simple to do - you need to prepare a package of documents and set aside some free time to go to the tax office.
It is necessary
Certificate 2-NDFL, a payment order from the bank for the fact of buying an apartment or an agreement for the sale and purchase of an apartment with an indication of the cost of housing, a copy of the passport and TIN
Instructions
Step 1
In the accounting department at the place of work, we take a 2-NDFL certificate for the past year. If you have not worked at the last place of work for a full year, we take a similar certificate from the previous place of work. If you do not have one (you did not work anywhere or worked without deducting tax from individuals) - get ready for the fact that only the tax you actually paid for an incomplete year of work will be returned to you.
Step 2
To apply for a tax refund after the purchase of real estate, you need a 3-NDFL form. In any tax office there is an accompanying LLC, which, based on your 2-NDFL certificate, will make this form for you within a maximum of 30 minutes. We submit this form, along with a copy of your passport and your TIN, to the appropriate window at the tax office at your place of residence. As a rule, there will be a sign on the window "Individual tax refund".
Step 3
After submitting the 3-NDFL form, you will be assigned the date for the end of the verification of the fact that you have deducted tax from individuals. After that, come to the tax office, get your 3-NDFL and fill out the application form for a refund of the funds paid in tax. The application together with a copy of the confirmed payments for the purchase of an apartment (a bank payment order or a contract of purchase and sale of an apartment with the indicated cost of housing) is submitted in another window - "Reception of applications for tax refund from individuals". The data of your personal current account (bank card or the details of the savings book). A payment period is assigned (approximately - 1 month).
Step 4
After the expiration of the period specified by the tax office, you can receive a refund of your personal income tax. This amount will be equal to your calculated tax for the reporting period of time - the past year or those several months that you confirmed with a certificate of income.
This tax refund procedure is carried out annually until an amount equal to 13% of the value of your apartment is refunded.
