According to the legislation, when paying for medicines or treatment, you can legally return the part of the funds spent on treatment - to get a tax deduction. This is a part of income that is not taxable. You return the tax already paid by you. A person who officially works, which means paying income tax, paying for the treatment of relatives or treatment, it can return to 13% of the amount spent.
We get tax deduction for treatment
When paying medical services, you will receive a deduction if:
- You paid for the treatment of close relatives (juvenile children, parents, spouses) or their own treatment in the medical institution of Russia.
- All paid services should relate to a special list of services for which the deduction may be provided.
- Treatment was carried out in an institution that has a license that allows medical activities.
When paying medicines, the tax deduction you will receive if:
- You paid for medicines specified by the attending physician for yourself or for close relatives.
- Purchased medicines should be included in the list of medicines for which the deduction is provided.
Paying voluntary medical insurance, tax deduction you will receive if:
- You paid all insurance premiums of voluntary health insurance or insurance of the nearest relatives.
- The insurance contract states only on the payment of treatment services.
- The insurance company with which you have entered into an agreement has a relevant license.
How to get a tax deduction for treatment - assemble the necessary documents
You will need:
- bank account, which will be deducted;
- getting deduction for relatives, attach documents that confirm the degree of kinship;
- checks and payments;
- certificate confirming your payment for medical services;
- recipe;
- help 2-NDFL (taken from the employer).
It will not be superfluous to assure each copy of the documents to be submitted to the tax.
How to get a tax deduction for treatment - Declaration 3-NDFL, writing a statement
You need based on the prepared documents to draw up a tax return and write a statement. This is the most difficult stage. To fill documents yourself, we provide you with the necessary forms:
How to get a tax deduction for treatment - we pass documents
You need to transfer the entire package of documents to the local tax. You can send documents by mail, but it is better not to be lazy and bring them personally. This is a reliable way. The inspector will personally check your documents and immediately say, you may need to make some adjustments.
Getting a tax deduction for treatment
So you filed a declaration. The tax for 90 days should make a desk check and issue an act of the cameral check. If there are no inconsistencies in the tax, they can provide a deduction immediately.
Once a period of time, you can get a tax deduction for treatment
People admit many mistakes when filling out documents, as they do not know the answer to this question.
- Each year is drawn up separately, depending on the date of payment of treatment.
- You can make a tax deduction annually.
- This year you have the opportunity to make a deduction for 3 seasons.
Maximum amount of tax deduction for treatment
For 1 year, the size of the deduction should not exceed 120 thousand rubles. There are exceptions with expensive treatment methods. According to them, deduction is unlimited. If you are applying at once a few deductions (on the treatment, by pension provision, in training), then for all you will receive no more than 120 thousand rubles per 1 year.
How to get a tax deduction for IP
Some citizens of our country are active entrepreneurs and of course pay established taxes. Entrepreneurs also spend money for the treatment of their loved ones and their own too.
This question is not complicated. As we have already spoken, every citizen, whose incomes are subject to 13%, has the right to a full tax deduction. If the entrepreneur receives money and pays taxes, he has the legal right to receive a deduction.
If you do not have experience in filling the declarations, then be sure to contact the Tax Inspector. He must check the correctness and say what to make adjustments.
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