Documents for tax return

According to the current legislation, all citizens of the Russian Federation are obliged to pay taxes in the treasury. However, not each of us knows that a certain part of these fees can be returned. But in what size they are compensated and what documents are necessary for this? Let's find answers to these questions in the article.

To begin with, it should be declared to whom they rely. Any citizen of the Russian Federation, who receives income taxing at a rate of 13% may be applied for tax reimbursement. Tax Code (NK) of the Russian Federation These types of returned sums are identified:

standard deductions (defined by "Chernobyls", disabled children and other preferential categories);
social compensation (for training, charity, treatment, non-state pension insurance);
professional tax deductions (according to author's remuneration, income private entrepreneurs, for services rendered and work performed);
reimbursement on property transactions (redemption, purchase or sale of housing);
recalculation of funds when performing securities operations.

With more detailed information for each type of compensation can be found on the website of the Tax Service of the Russian Federation. Here you can download typical blanks of documents, as well as sign up online at the reception in the inspection.

One of the most common tax return forms is a property deduction. When dealing with the sale of the sale and sale of an apartment or a house worth not more than 2 million rubles, you have the full right to claim to reimburse the part of paid funds. In this case, compensation should not exceed 13% of the total cost of housing.

The tax service at the place of your registration should provide such documents:

a copy of the contract of sale of property;
checks confirming the payment of the transaction;
a copy of the certificate of state registration of an apartment or an act of receiving housing;
banking certificate of paid interest and payment schedule (if the property was purchased on credit);
application for the distribution of tax reimbursement (in case of joint ownership);
power of attorney (if the submission of documents is carried out by a third party);
bank details for returning.

Prepare the necessary documentation, go to the Tax Inspectorate to fill the NDFL Declaration in form No. 3. In addition, the original certificate is required to return the tax in the form of NDFL No. 2 from your enterprise about income received for a certain period. The order of property payments is regulated at the legislative level. article 220 of the Tax Code of the Russian Federation.

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You can make a tax reimbursement in the case of payment for the training of a child who has not reached a 24-year return. In addition to the obligatory declaration and certificates of income, you will need to provide a tax service:

certificate of the birth of a child;
passport;
agreement with educational institution (original and scakopy);
copies of receipts confirming payment for training.

The procedure for compensation for tuition tax is described in the article 219 NK.

An example of completing the tax return when returning funds in this case, you can see here.

In addition, you have a complete right to return part of the tools spent on the treatment. In this case, the amount of expenses should not exceed 120000 rubles. To make a return of income tax in this case, you can not only on yourself, but also the closest relatives. Compensation will be no more than 13% of the amount for treatment. To obtain social tax deductions, you can not do without:

passport documents;
medical detention;
treaty agreement;
checks for payment of medicines and procedures;
copies of documents confirming the relationship (in the event of a tax return for a relative).

The tax inspection is also entitled to demand a copy of a license of a medical institution where you have undergone treatment.

Full list of all necessary documents you can find here.

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So, we reviewed the main types of tax deductions, and what is necessary to receive them. The procedure for reimbursement of funds is simple, the main thing is to provide a complete package of the necessary documentation on time.