How to reimburse Ndfl for learning

If you have a permanent source of income, from which taxes are expelled to the state budget, and you have paid for their studies in the official educational institution, then you have the right to refund (tax deduction) in the amount of up to 13%. Consider how you can do it.

Determine with the conditions. If you want to return the NDFL specifically for your training, there are no restrictions on its form. That is, you can return part of the paid funds and in the case of full-time, and correspondence, and evening, and any other. It can be a higher or secondary special education, driving school or any other courses. If you expect a refund of the funds spent on the payment of the child's study (brother or sisters), then there are already restrictions in the form of training (full-time) and at the age of the student (not over 24 years old). In addition, all payment documents must be decorated for you (contracts, payments).

Calculate the tax deduction. Regardless of the amount spent on your training, more than 15,600 rubles you will not be returned. This amount is 13% of the officially established maximum amount of deduction, which is 120,000 rubles. In the case of payment of children's studies (brother, sisters), the maximum deduction amount is different - 50,000 rubles. For one child (brother, sister), so you will receive no more than 6,500 rubles to return. Accordingly, each.

Note that you can get such compensation not earlier than the next year after the actual payment of training. For example, to return a part of the money for the study paid in 2013 you can not earlier than 2014.

Taxes

Now we collect a package of documents in which it is mandatory: a completed declaration (3-NDFL), an agreement with the educational institution, where you paid training, as well as all bills on the actual payment, a certificate of your official income (2-NDFL). And we go to the tax inspectorate.

The procedure for considering your documents and organizations of such payments takes from 2 to 4 months.

Also remember that the possibility of returning the part of the funds spent on training is maintained for 3 years from the date of payment of study. For example, if you studied at the university from 2009 to 2013 and did not use this right, then in 2014 you have the opportunity to get a tax deduction for 2011-2013 years of study. Therefore, it is better to use this opportunity immediately.