How to get a tax deduction

The tax deduction is the refund of the part of the paid tax on the income of individuals in cases provided for by law. If standard deductions are usually taken into account by the employer, then other types should be taken care of themselves. What do you need to do to get social or property deductions?

All types of deductions are designed for working citizens, or rather for NDFL taxpayers. After all, it is from the payment of this tax and payments are made. Return of funds is provided for the cost of a citizen for social service itself and their family, as well as for charitable activities. An employee can return previously paid taxes in the amount of 13% of the amount spent at certain costs. This includes a list of actions provided for by law.

Charitable assistance to socially-oriented non-commercial organizations, including religious. Return can be carried out in the amount of no more than 25% of the income received for the entire year. To do this, together with other documents, submit to tax supporting paper expenses: contracts, receipts, checks.

Costs for their training, as well as brothers and sisters - up to 120000 rubles. per year, and children and swelling - up to 50,000 per year. It may be full-time and absentee training, the passage of courses, advanced training, study in a driving school, children's additional education. All educational institutions must have accreditation and license to conduct educational activities. To obtain, it is necessary to file with the main certificate documents from the place of study and contracts for the provision of services, as well as payment documents. Claims for deductions and examples of filling can be downloaded from us:

Costs for the acquisition of drugs and treating their and close relatives. The list of medicines is listed in special position. All expenses must be documented, and the drugs should be prescribed by a doctor.

Application for social deduction for treatment You can download on our website.

An example of a completed application for a social deduction for treatment View from us.

In addition to social deductions, there are still deductions of property for citizens who have made transactions with their driven and real estate. The maximum amount for calculating the cost of purchasing or building housing is 2 million rubles. And 3 million rubles. - to calculate the amount of interest on the loan on these transactions. If the property was in the share ownership, it is necessary to conclude an agreement on the separation of deduction between the owners. To obtain a refund of interest, certain confirmation documents are needed: certificate of property registration, loan agreements, all confirming consumables: checks, payment orders, acts of procurement of materials and others. Application form for deduction and an example of filling can be downloaded from us:

When selling property by citizens in some cases, they must pay tax, but taking into account the tax deduction. The sale of real estate returns a tax for 1 million rubles, and other property, incl. cars, 250 thousand rubles, in cases where the property was in possession of less than 3 years. If the property was in possession of more than three years, restrictions on the amount of deduction are not imposed. Instead of deduction, the taxpayer has the right to subtract out of income from the sale of property all costs associated with its sale, sometimes this option is more profitable.

Tax deduction can be obtained for any listed event, no later than three years from the moment of its commission. To do this, you need to contact the tax service until April 30:

Certificate with accounting about the amount of tax paid over the tax period;
Help 2-NDFL about the income received during the period;
Personal account number to which funds will be listed after checking.
The filled Declaration of Ndfl-3 for the year in which the event occurred is to make copies of documents confirming costs. You can fill in the declaration online.

3-NDFL form for 2013 on our website.

An example of a completed declaration 3-NDFL we have.

Do not skip the application deadlines, while certain events, keep all checks confirming costs. Be sure to use the payments that the state offers us.