How do I return the tax from the purchase? Advice of a lawyer

All citizens have the opportunity to return the tax (for example, from the purchase). Only not everyone knows how to do this. After all, there are many options for the development of events. And in some cases, someone does not know at all about the possibility of filing a so-called tax deduction. If there is such an operation in Russia, why not use it? But how to do that? What can I return the income tax for? How to process this process? What can be useful for this? About all this further. To be frightened it is not necessary - the decision of a question not such and difficult as can seem at first sight. Rather, you will understand very quickly in this case.

When and for what

So, first, let's try to understand who and when can return the income tax. This question is extremely simple to understand. What can I return the income tax for? The list of possible options is not that small, to be honest.

For example, the most common option is a property deduction. It is obtained when you make transactions with real estate, for example. Some of the funds spent will be returned upon request.

You can also ask for a deduction for tuition. Both for themselves and for their adult children, who have not reached the age of 24, provided that the contract with the university is registered in your name.

Return of income tax for purchases also takes place. Although this is not such a common option. It is often equated to a property deduction. In practice, for small purchases, rarely make returns.

Return the tax you have the right and for the provision of medical services. Here you can also include the deduction for medicines. There is nothing supernatural in this. Also quite common in Russia.

There is a return of overpayments and a mortgage refund. The second option is more common in practice than the first one. Nevertheless, consider - such measures also take place. But how to return the tax in this or that case? What does that require?

Passport

For example, to collect a complete list of documents for registration of a tax deduction. Honestly, there are several categories of securities - general and individual. The first is made regardless of your situation, the second - according to circumstances. Let's start with the generally accepted documents.

The first in the list of all the most necessary is the passport of a Russian citizen. Without it, no one will accept a request for income tax refund. I'll have to make a copy of this document and attach it to the rest of the package when I contact the tax authorities.

In principle, if you want, you can try to provide some other identification card. You can return the tax without a passport. Only here very few people agree in practice to carry out the return of funds for a different identity card. Do not risk once again - just attach a copy of your passport and get rid of problems.

Declaration

How to return the tax to an individual? Here it is necessary to show one more important document. Moreover, it is also necessary for reporting to the tax authorities on their income-expenditure, and for the return of funds. It is a question of the so-called tax declaration.

It is also called the form of 3-NDFL. Without it, you can not return the tax from the purchase, as well as for any other operation. It is filled by the taxpayer independently, it is submitted only in the form of the original. No copies will be accepted from you. Do you want to keep a declaration? Then fill in two of its copies. Only this is a waste of time.

It is best to fill 3-NDFL with computer programs. There, all the items important to you are signed. And if there are errors, the programs will point to them, applying detailed comments with explanations. After forming the report and print it. Now you can collect all the necessary documents further.

Statement

Go ahead. Return tax on wages or for any of the above reasons can every citizen. It is only mandatory that when applying to the tax authorities, he must present a statement of the established pattern. Remember that the return of funds will be made only if there is a paper. Why? Such rules are established in the Russian Federation.

So a tax deduction is given only at the request of the taxpayer. It is expressed in the form of a written statement. In it, you must specify the details, which will transfer money to your account. Otherwise, you will then need to report bank data. Or you generally refuse to consider the request.

With the writing of the application, citizens do not have problems. Do not forget to also indicate for what reason you are applying for a deduction. For example, you need to reimburse training funds. This should be mandatory in the application. Otherwise, it will not be considered at all.

About income

Is it possible to refund the tax in this or that way? As you can see, yes. There are quite a lot of situations in which a deduction is possible. But you can not decorate it without another very important paper. Undoubtedly, in this issue in general, all documents are important. Only a generally accepted, permanent list is still in the first place.

So we'll have to report somehow about our income. This will help reference 2-NDFL. If you work for yourself, you will have to fill it yourself in the same program as the 3-NDFL declaration.

But more often than not, citizens work for someone. So, you have the right to get a certificate from your employer. Served 2-NDFL only in the original. It is made quickly, it is enough to apply to the accounting department of your company to receive it. Approximately on the next day the necessary certificate will be with you. That's all it takes to get tax back in general. But now it is worth considering the reason for the return. Depending on it, as already mentioned, you will have to report certain documents to the list listed above. It's not so difficult.

Training

Is it possible to return the tax for tuition? Yes, this option is possible. True, you must be a full-time student. The same goes for your adult children. Plus, as already mentioned, the contract with the university is compulsorily registered with you.

What documents will you need to attach in order to receive a deduction for training? First, the license of the university. You need a certified copy thereof. Secondly, accreditation of your specialty. Also have to take a student's special certificate. All listed documents are ordered at the dean's office, and then they are taken to the accounting department.

Do not forget to attach also the payments to your name. Also an imperative moment, which in no case can not be missed. In the end, you will be required to sign a contract with the university. He is also attached to all other papers.

Medicine

How can I return a tax on teeth, or any other medical service? There are several options. After all, a lot depends on what part of the medicine we are talking about. It has already been said - it is possible to return money for services, but it is possible for medicines.

In any case, you must (with the first option) bring to the tax authorities a license of your medical organization, as well as a contract for providing you with some form of assistance. All checks and payments with all your expenses are also mandatory. Now it is clear how to return the tax for teeth or any other medical help. It's not so hard to do.

If it is a question of medical preparations, it is enough to attach a prescription, doctor's recommendations (it is necessary only in extreme cases, but it is better to be reinsured), as well as checks and receipts for payment. Nothing difficult, right?

The property

Most often, the income tax is sought back for transactions with real estate. Usually it's about buying and selling. For example, apartments or houses. Here it is impossible to immediately turn things around. After all, in such circumstances, you must first become the owner of a dwelling.

You can return tax on the apartment (or home / land). To do this, you will need to report all your obligatory documents to your contract of sale and purchase, as well as a certificate of ownership (copy option is possible), checks and receipts for payment. In addition, if you are involved in shared construction, you need an appropriate agreement. No problems usually arise with this issue.

Mortgage

Another option is when you can return the tax from the mortgage. In Russia, such a situation occurs more and more often. In order to implement the idea, you will have to attach some more papers to the real estate documents.

This is a mortgage contract, as well as payments for interest payments. Without them, no one will consider your request for a tax deduction. It is enough to attach copies of these documents, no one will require originals.

Overpayment

You can also return the overpaid tax. Here the list of documents is limited. And no special papers will be asked from you. It is enough to all oblige to attach also a receipt about payment of this or that tax. And that's all.

Your application will be reviewed on a mandatory basis within a month, a maximum of two. After that you will receive a response from the tax authorities. If you are refused, you will be sure to indicate the reason. Good for deduction given? Then wait. About a month later, the funds will be transferred to the specified bank account. That's all. Now it is clear how you can return the tax from the purchase and not only.