What is the property tax for retirees? Reimbursement of property tax for pensioners

2024 Author: Howard Calhoun | [email protected]. Last modified: 2023-12-17 10:16

Today we will be interested in the property tax for pensioners. Should they pay it? In what sizes? Is it possible to make a tax deduction? What is required for this and where to go? In relation to pensioners, the tax services of the Russian Federation provide for special rules. Not always, but in most cases. Of course, the status of the taxpayer will be taken into account. This is an important area influencing the property tax for retirees. So what are the tax liabilities of older people? How are they distributed and operated?

Not all and not always

It all depends on many situations. It is worth noting that pensioners are a kind of beneficiaries. They have special rights in many areas of public and state life. Not always, but often. The point is that many taxes are regional. That is, they are not regulated by the Tax Code as such.

This means if you're wondering if there's a property tax for retirees, you'll have to consider your location. Somewhere the elderly are consideredbeneficiaries, somewhere not. Discounts apply to some property, some real estate must be "paid" in full. So in our current issue, the region where citizens live plays a huge role. However, there are some general rules.

Disabled people

Which ones exactly? The thing is that pensioners are a kind of beneficiaries. This has already been said. Not always, but in most cases. Most often, such citizens apply for a disability.

Disabled people in Russia (groups 1 and 2) are completely exempt from property taxes. For example, they are "bypassed" by the transport tax. Therefore, if you think about our today's question, please note that people with disabilities and he alth conditions (regardless of age) are completely exempt from most state pen alties. And if we are talking about pensioners, then even more so.

Veterans

That's not all. It is also worth noting that there is often no property tax for retirees if they are veterans. Or WWII heroes. This also includes citizens who participated in general armed battles.

It turns out that the tax on the property of military pensioners is not charged. With a few minor exceptions. After all, not all the military participated in hostilities. This fact will have to be taken into account when considering the issue. In principle, such cases are not so common. What's next?

Pay or benefit

Very much depends on whatSpecifically, the tax is in question. The property may vary. Therefore, pensioners are not always completely exempted from these obligations. Not many people know about it.

However, the payment of property tax by pensioners, as a rule, is made. But not in full. But only on a preferential basis. Most tax collections, as already mentioned, are regional in nature. This means that in each city the size of the discount for pensioners varies. It averages 90%.

It turns out that the pensioner will have to pay only 10 percent of the total amount of pen alties. For example, this rule applies to transport tax. After all, cars and transport in general are a kind of property. Don't lose sight of the moment.

So pensioners pay property tax. Not completely most of the time. There are exceptions. It makes no sense to list them - as has been repeatedly emphasized, each region has its own rules regarding this issue. Therefore, take an interest in the Tax Service, what is required specifically for you. Is it possible to count on a full exemption from payment? Maybe they should give you a discount?

Earth

Tax (property) benefits are provided to pensioners. Not necessarily and not all properties are subject to these discounts. For example, if you carefully study the new rules, then from 2016 land tax is paid by all citizens. More precisely, all taxpayers (that is, people over 18) are required toset deadlines to pay tax for the land owned. This is quite normal. All property in Russia has to be paid to some extent.

Property tax for pensioners in this case takes place. And there are no discounts, concessions and exemptions in 2016. That is, if a pensioner owns a land plot, he will have to pay the full amount of taxes annually. With no exceptions. It doesn't matter if a citizen works or not. The fact remains that if we are talking about property expressed in the form of a land plot, then the tax must be paid. No discounts, benefits or delays. In this regard, all citizens are equal before the state.

Income

There is also a tax on the property of individuals (pensioners and not only), which is called income tax. It is paid when a citizen sells his property. Usually it's real estate. This moment is extremely worrisome for older people who have decided to say goodbye to some of their property in their old age.

Property tax for pensioners in this case is paid. In full and without exception. If real estate or other property was owned by a person for less than 3 years according to documents, then 13% of the transaction amount will have to be paid to the state treasury.

And no concessions. In this case, the status of a citizen is not taken into account. It doesn't matter if the pensioner works or not. Even if the transaction with income from the sale of property is the only source of livelihood,13% of it will still have to be paid. So pensioners pay property tax. It can be seen that benefits in this regard are very rarely granted to them.

Property

There is also the so-called property tax. It is popularly known as the property tax. It is paid for the fact that a citizen owns something. It is usually understood as real estate.

Property tax for working pensioners (including non-working ones), to be honest, you do not need to pay. That is, the elderly are completely exempt from it. Regardless of employment. But all other citizens are required to pay this tax.

However, not everyone knows about such an interesting exception. And so some pensioners regularly pay taxes. And everything. Any payments received from the tax authorities are paid. In principle, this is quite normal. Decent behavior of the taxpayer. Just don't forget about your rights. And pay too much. Even if the tax amount is not very large.

How to be?

Immediately worth noting: if a pensioner has some kind of property, then he is exempt from property tax. To take advantage of this feature, you have to try hard. Simply ignoring payment orders will not help here. Instead, the older person will have to claim their rights first.

This is a perfectly logical decision. So, in order not to legally pay property tax, and even not to worry aboutconsequences, you will need to contact the Internal Revenue Service in your area. For this, certain documents are preliminarily collected, which are then presented to the appropriate authority. And then all outstanding payments should stop. This means you will no longer receive property tax notices.

In practice

In reality, things are not as simple as they seem. Often pensioners simply do not know their rights. And therefore they do not risk once again contacting the Tax Services. You should not be afraid of this. There is nothing dangerous in this case. It is enough just to inform that you have the right not to pay property tax. This is what modern laws say.

In addition, if you did make a payment before some point, you can apply for a property tax refund. It is not very difficult for pensioners to do this if they collect a complete list of documents that will help in the implementation of the idea. What do you need to bring with you? How to get back the taxes illegally collected from you in full? Since there is such an opportunity, it should be used.

Ignore

One more thing. If you do not want to once again deal with paperwork regarding property tax, you can simply try not to pay the payments that have come to your name. However, this approach is not recommended. After all, in a similar situation, older people may begin problems with the law. For example, there will be a delay, and citizens will be actively required to pay. You can't do without knowing your rights.

If you are required to pay property tax without fail, you should also ignore such proposals. Until you collect a complete list of documents and contact the Tax Service to protect your own rights. It is advisable to additionally record all attempts to recover undue contributions from you. This will help prove your point. Unfortunately, in practice in Russia, senior citizens obediently pay all taxes, even if they are not required by law to do so. After all, it is generally accepted that errors in this matter are excluded in the tax authorities.

Stand up for rights

Situations in which property tax for pensioners (on real estate) is collected for a long time are not so rare. It has already been said - you can issue a refund. To do this, you will need to contact the tax office in your region with a package of documents. But there are some limitations to keep in mind.

For example, that not the entire amount will be returned to the pensioner. And only what was paid for the last 3 years. Amounts for longer periods are not refundable in any way. Ignorance of the law, as they say, does not exempt from responsibility. It is nobody's fault that pensioners are not aware that property tax does not need to be paid. And you will have to pay for your mistakes.

What do I need to bring to the IRS to process a refund? These include:

• passport;
• pension certificate;
• SNILS;
• statements of funds paid;
• documents,providing benefits (if any);
• Statement of the established form.

With all this, you should contact the relevant authorities and report a violation of your rights. Hurry up, because the taxation system in Russia undergoes huge changes every year. And it may turn out that the payment of property tax by pensioners will always have to be made without exception. Until this happens, it is worth taking the opportunity. Pensioners do not pay property tax. True, if we are talking directly about the so-called property tax. Otherwise, you need to find out about the benefits and rules in each subject of the Russian Federation separately.