Tip 1: How to get a tax refund

who is under the age of 24. If the deduction is refunded for treatment of relatives, then additional documents confirming family ties, for example, a birth certificate of a child or a marriage certificate, must be provided. Medical institutions can be state and non-state ownership, but they must provide services on the basis of a state license.

The deduction is not refundable if the payment for medicines and treatment was made by the enterprise where the taxpayer works. However, there is an officially established limit, according to which the deduction amount cannot be more than 120 thousand rubles in one tax period.

The refund of the tax deduction is carried out according to a written application, which is submitted together with the declaration after the tax period has passed to the district tax office. An application for the refund of overpaid tax must be submitted within 3 years, and must be submitted even if the taxpayer is not under the list of persons obliged to submit this declaration at the end of the year.

After the submission of documents, the tax authorities consider the application and produce within one month from the day the application was submitted. However, until a desk audit is carried out, which takes about 3 months, the taxpayer cannot receive funds. Therefore, the actual term for the return of the tax deduction is at least 4 months from the date of submission of the application and the attached documents.

Refunds are made only in non-cash form, and the taxpayer must open an account in advance for these purposes in any. And in the application for the return of the excess amount of tax and the application of the deduction, you must indicate the name of the bank and your details.

Related videos

note

If the taxpayer has tax or penalty arrears, then according to the rules, the excess amount of the paid tax is sent to pay off the debt, and if the debt is less than the specified amount, then the difference is returned to the taxpayer.

Useful advice

In the case of a refund of the tax deduction for purchased medicines, the confirmation of the fact of the purchase of medicines is a prescription issued by a doctor.

Sources:

return of tax credit

Buying an apartment costs a lot of money. The state of the Russian Federation provides the opportunity to obtain property deduction. Its size has some restrictions determined by the Tax Code of the Russian Federation. To return part of the spent funds, a declaration is filled out, to which a documentation package is attached.

You will need

- documents confirming the ownership of real estate;
- agreement on the acquisition of real estate;
- act of acceptance and transfer of real estate;
- payment documents confirming the fact of payment of expenses (commodity and cashier's checks, receipts, bank statements for a loan and other documents);
- certificate 2-NDFL;
- program "Declaration";
- the passport;
- TIN certificate;
– loan agreement;
- Tax Code of the Russian Federation;
- a power of attorney for the right to receive a deduction (if the property is shared).

Instruction

Before making a declaration, a special program for which is located on the official website of the Federal Tax Service, check that you have the necessary package of documents. You must have a contract of sale for an apartment, a house, an act of transfer of real estate, a certificate of ownership of housing, as well as a power of attorney if the property is shared or joint. Payment documents and certificate 2-NDFL are mandatory. Without them, it is impossible to receive a deduction.

Install the Declaration program on your computer. Go to the conditions tab. Enter the number of the tax authority, the type of declaration, which, if received deduction corresponds to 3-personal income tax. Indicate your status, for persons who are not registered as an individual entrepreneur, lawyer, notary, farmer, another individual will be a sign. In relation to available income, check the box "income confirmed by certificates 2-NDFL".

Then enter your personal data on the declarant details tab. Write the details of your passport, including series, number, division code. Enter the address of your registration in accordance with the identity document. Enter your contact phone number (landline, mobile).

Now go to the tab of income received in the territory of the Russian Federation. Write the name of the company where you perform your duties under the agreement (contract), indicate its TIN, KPP (if any). Using the 2-NDFL certificate, write the amount of your remuneration for each month of the six months for which the certificate was drawn up.

Then, in the deductions column, select the property tab deduction. Write the type of purchase of an apartment, house. As a rule, this is a contract of sale, less often - investment. Specify the type of property. In case of joint, shared ownership, a power of attorney is attached to the documentation package for receipt by the spouse deduction.

Write the full address of the location of the housing you purchased, including the index and code of the subject of the Russian Federation. Indicate the date of transfer of the apartment, house to you from the real estate seller. Write the day, month, year when you registered your ownership and received the appropriate certificate. Enter the amount you spent on housing in accordance with the payment documents and the sales contract. Print the declaration, attach the documentation, and within four months the money will go to your current account.