Return 13 percent from dental treatment. What documents are needed?

Quite an interesting question for many citizens is the return of 13 percent from treatment. And it does not matter what kind of medical care is involved. The main thing is that you can get a so-called tax deduction for it.

This topic interests many. Especially when it comes to dental treatment, because they are usually repaired for a fee. For free service, few people agree. And every citizen who has this or that income can receive a 13 percent return from dental treatment. Yes, and medical treatment, in general. How to do it? In what terms should I keep up? We will discuss all this further.

Who has the right

To begin with, who has the right to receive a social tax deduction in our case? It is also called a deduction for treatment. Not all citizens claim it, but only some. Nevertheless, most of the time this possibility exists for the majority of the population.

Why? The whole point is that a return of 13 percent from treatment is possible only when it comes to a person who is officially employed. That is, this kind of payment is possible if there is an income tax payment. And nothing more.

But unemployed and officially unemployed people do not have the right to receive it. But the return of 13 percent from treatment to pensioners, according to the current legislation, will be made. And ordinary citizens - no.

Passport

Well, now a little about what documents we will need to receive a deduction. This question is really important. After all, if you provide an incomplete list, then you simply refuse to return the funds. And you have to start all over again from the very beginning.

The first thing you need is an identity card. In our case it is a passport. Return of 13 percent from treatment without this document (or rather, without a copy of it, it can be uncertified) does not take place. You can try to present any other identity document, but, most likely, you will be denied. Keep this in mind!

Declaration and statement

Do you need a 13 percent return from dental treatment? The documents that will be required to receive this payment, as practice shows, it is not so difficult to get it. For example, you need a tax return. It is submitted to the tax authorities by April 30 of each year and reflects your income and expenses. This is an important accounting document.

You also need to write a statement in free form. Without it, there is no point in contacting the tax authorities. Granting of a deduction is possible only at the application of the citizen. Original document is required. It should include information about the health facility, as well as about you and about the treatment. The reason for treatment, too, do not forget to prescribe.

Important: the application will have to specify the bank details, which will return 13 percent of the treatment. If you do not have them, you will be denied, or you will have to deliver the missing documents.

About the medical institution

What else? On the above list, all the most necessary things do not end. In addition to the proposed documents, you will have to worry about informing the tax authorities about the provision of data on the location of your treatment. In fact, this feature is not to be feared.

Do you want to get a refund of 13 percent from treatment? What documents are needed to deduct this type? You, it turns out, will need a license and a visiting medical institution. I'll have to take her a certified copy. Problems with this point, as a rule, do not arise.

In the case of dental treatment, a license will suffice. In some situations, the accreditation of a medical worker may also be required. But this is not such a common case. So it's not worth worrying about.

Payments

Further you will need to confirm the fact of payment by you of treatment. To do this, any payment checks - receipts, extracts, as well as a contract for the provision of services. By the way, without a last return of 13 percent from treatment is impossible in any case. If the check can be replaced by some other proof, then the contract is not.

Also note that from the employer (your) will have to take a certificate form 2-NDFL. It serves as proof of your income. If you work for yourself, fill it yourself. Only the original is required, copies are unacceptable. But checks and receipts can and should be photocopied, and then presented (even without assurance).

Other documents

What else will require a return of 13 percent from dental treatment? In principle, with the list of documents already listed, you can apply to the tax authorities after deduction. But, as practice shows, most often from taxpayers ask for additional and not the most important papers. What can be attributed to them?

Firstly, it is evidence of the marriage / divorce / birth of children. This requirement is rare, but people are used to reinserting once again. Enough unconfirmed copies, originals are not needed.

Secondly, retirees will need a pension certificate. It is this that proves the receipt of compensation for paid treatment in this or that case. Also enough of a regular copy. Usually all the paperwork on this ends.

Timing

In what terms do you need to make a request for a tax deduction? Here, citizens have an alternative to solve the issue. The thing is that most deductions can be made in the last 3 years. But here the refund for treatment is recommended to be implemented as soon as possible, within a year. And even better - by the end of the tax reporting period.

The application is considered together with all the documents for about a month, a maximum of one and a half. After you receive a response from the tax authorities. You are either satisfied with the request, or denied, with an indication of the reasons. You can try to fix the situation and try again.

The transfer of funds to the account specified in the application takes about 2 more months. Total, the whole process takes about 120 days. Therefore, try to start training as soon as possible.

The sooner you get rid of this task, the less headache you will have in the future. As you can see, the return of 13 percent from the treatment of documents requires different. But if correctly and timely to begin preparation, you will not have any problems!