All citizens have the opportunity to return the tax(for example, with the purchase). But not everyone knows exactly how to do it. After all, there are a lot of options for the development of events. And in some cases, someone does not know at all about the possibility of processing the so-called tax deduction. If there is such an operation in Russia, why not use it? But how to do that? What you can return income tax? How to arrange this process? What can be useful for this? All this further. You should not be afraid - the solution of the problem is not as difficult as it may seem at first glance. Rather, you will quickly figure out the case.
When and for what
So, first try to understand who and whenmay return income tax. This question is extremely simple to understand. What you can return income tax? The list of possible options is not so small, to be honest.
For example, the most common option isproperty deduction. It is obtained when you make real estate transactions, for example. Some of the money spent will be returned upon request.
You can also ask for a deduction for tuition. Both for yourself and for your adult children who have not reached the age of 24, provided that the contract with the university is executed in your name.
Return of income tax for purchases also hasa place. Although this is not such a common option. It is often equated with a property deduction. In practice, for small purchases rarely make out returns.
You have the right to return the tax for the provision ofmedical services. This may also include a deduction for drugs. There is nothing supernatural about it. Also quite common option in Russia.
There is a refund of overpayments and a mortgage refund.The second option is found in practice more often than the first. Nevertheless, please note - such measures also take place. But how to return the tax in one way or another? What does that require?
Passport
For example, collect a complete list of documents fortax deduction. Honestly, there are several categories of papers - general and individual. The first are presented regardless of your situation, the second - according to circumstances. Let's start with the generally accepted documents.
The first in the list of all the most necessary ispassport of a citizen of the Russian Federation. Without it, no one will accept a request for income tax refund. You will have to make a copy of this document and attach it to the rest of the package when contacting the tax authorities.
In principle, if you wish, you can tryprovide some other identity card. Tax can be returned without a passport. Only here, few people agree to practice to refund money on a different identity card. You should not risk once again - just attach a copy of your passport and save yourself from problems.
Declaration
How to return the tax to an individual?There will have to submit another fairly important document. Moreover, it is necessary for the report to the tax authorities on their income expenditures, and for the return of funds. This is the so-called tax return.
It is also called the 3-NDFL form.Without it, you will not be able to return the tax on the purchase, as well as for any other operation. It is filled by the taxpayer independently, served only in the form of the original. No copies of you will not accept. Want to keep yourself a declaration? Then fill out two of its copies. Only this is a waste of time.
It is best to fill in 3-NDFL withcomputer programs. There all items important to you are signed. And if there are errors, the programs will point to them, with detailed comments with explanations attached. After form the reporting and print it. Now you can collect all the necessary documents further.
Statement
Go ahead.Return a tax on salary or for any of the reasons listed above can every citizen. Only on a mandatory basis when applying to the tax authorities, he must submit a statement of the established sample. Remember that the refund will be made only in the presence of this paper. Why? Such rules are established in the Russian Federation.
So a tax deduction is provided only fortaxpayer’s request. It is expressed in the form of a written statement. In it, you must specify the details for which will make the transfer of money to your account. Otherwise, you will then have to report banking data. Either you will be denied a request at all.
Citizens do not have a written statementproblems. Do not forget to also indicate for what reason you are applying for deduction. For example, you need to refund tuition. This must be indicated in the application. Otherwise it will not be considered at all.
About income
Is it possible to return the tax in one case or another?As you can see, yes. There are quite a few situations in which a deduction is possible. But you can not issue it without another very important paper. Undoubtedly, in this matter in general, all documents are important. Only the generally accepted, permanent list is still in the first place.
So further it is necessary to somehow report on theirincome. This will help reference 2-NDFL. If you work for yourself, you will have to complete it yourself in the same program as the 3-NDFL declaration.
But most often citizens work for someone.So, you have the right to get a certificate from your employer. Served 2-NDFL only in the original. It is made quickly, it is enough to contact the accounting department of your company to get it. About the next day you will have the necessary help. That's all it takes to get the tax back in general. But now it is worth considering the reason for processing the return. Depending on it, as already mentioned, you will have to report certain documents to the above list. It is not so difficult.
Training
Is it possible to refund the tuition fee?Yes, this option is possible. True, you must be a full-time student. The same goes for your adult children. Plus, as already mentioned, the contract with the university is necessarily drawn up to you.
What documents do I need to attach toget a deduction for tuition? First, the license of the university. Need a certified copy thereof. Secondly, the accreditation of your specialty. Also have to take a special certificate of the student. All of the above documents are ordered in the dean's office, and then collected in the accounting department.
Do not forget to attach also bills forYour name. Also a must, which in no case should not be missed. In the end you will be required to contract with the university. It is also applied to all other papers.
Medicine
Как вернуть налог на зубы, или на любую другую medical service? There are several options. After all, much depends on what part of the medicine in question. It has already been said - it is possible to return money for services, and it is possible for medical drugs.
Во всяком случае, вы должны (при первом варианте) bring to the tax authorities a license of your medical organization, as well as an agreement on the provision of any assistance to you. It is also mandatory to include all checks and bills with your expenses. Now it’s clear how to get a tax back for teeth or any other medical care. It is not so difficult to do.
If we are talking about medications,it is enough to attach a prescription, doctor's recommendations (you need only in extreme cases, but it is better to be safe), as well as checks and payment receipts. Nothing hard, right?
The property
Most often, income tax try to return forreal estate transactions. Usually it comes to buying and selling. For example, apartments or houses. Here it is not possible to immediately turn the case. Indeed, in such circumstances, you must first become the owner of the dwelling.
Можно вернуть налог на квартиру (или на house / land). This will require all the required documents to report on your contract of sale, as well as a certificate of title (you can provide a copy), checks and payment receipts. In addition, if you are involved in a joint construction, you need an appropriate agreement. No problem usually arises with this issue.
Mortgage
Another option is when you can return the tax.with a mortgage. In Russia, this situation is more and more common. In order to carry out the idea, you will have to attach some more papers to the real estate documents.
This is a mortgage agreement as wellinterest payment. Without them, no one will consider your request for a tax deduction. It is enough to attach copies of these documents, no one will demand originals.
Overpayment
You can also return overpaid tax.Here the list of documents is limited. And no special papers from you will be asked. It is enough for all mandatory to attach a receipt for the payment of a tax. And that's all.
Your application will be considered mandatory.order within a month, a maximum of two. After that, you will receive a response from the tax authorities. If you are refused, be sure to indicate the reason. Good deduction given? Then wait. In about a month, the funds will be credited to the specified bank account. That's all. Now I understand how you can return the tax from the purchase and not only.
