What documents are needed for the return of income tax
What documents are needed for the return of income tax
Monthly income tax of 13%is the sum of money that each officially arranged worker gives to the state. It turns out that the income tax can be returned. In this case, it is necessary to undergo a number of bureaucratic procedures.
Instructions
1
At once it is necessary to say that the propertyA deduction is granted once in a lifetime. This means that you have the opportunity to return the money in the amount of the income tax paid to the state after the acquisition of such types of real estate as a house, apartment, land. According to the law, you can regain no more than 13% of the value of the purchased property. At the same time the value of real estate should not exceed 2 million rubles. If you have purchased real estate for a mortgage, then in this case your apartment can cost more than 2 million rubles, but the deduction will still remain 13% of the total cost of housing.
2
To begin the process of returning the incomeTax in connection with the purchase of real estate, you need to apply to the tax inspection. Provide an application and two certificates from the accounting department of 3-NDFL and 2-NDFL, receipts indicating the amount of expenses for the purchase of an apartment, house or plot, as well as documents confirming your ownership of the new property. If you made out a mortgage, you will need documents for a mortgage loan together with a loan agreement.
3
If your children study at a paid educational institutionOn day time and have not reached the age of 24, you can return the income tax for tuition. First, write an application to the tax office with a request to provide a tax deduction for the education of your child. Prepare a package of documents: a child's birth certificate, a passport, a certificate of 2-NDFL, a university license and a copy, payment receipts for training, a contract with the university.
4
You can not return an income tax refundOnly for his own treatment, but also the treatment of the next of kin - husband or wife, his or her guarded child up to 13% of the money spent on drugs and procedures. But the amount of paid income tax for the year should be equal to the compensated amount or cover it.
5
The maximum cost of conventional treatment should not beexceed the limit established by the state and equal to 120,000 rubles. As for treatment with expensive procedures and drugs, in this case, the amount of money costs is not limited. In order to issue a refund of income tax, first write an application for the Federal Tax Service. Required documents: - two certificates from the accounting department from work (2-NDFL and 3-NDFL) - payment receipts - a contract and a copy of the contract for the provision of treatment - a certificate that indicates payment for all medical services for the tax inspection - a personal passport Or the passport of the husband / wife or the birth certificate of the child, depending on who passed the treatment - if necessary, a copy of the marriage certificate - a license and a copy of the medical institution.
