Retirement property tax benefits. tax code

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

Today we have to find out if there are property tax benefits for pensioners. And what mandatory payments should be made by older people in Russia. It's no secret that old age is a good reason to provide any concessions or discounts. Russia is no exception. Here, pensioners are trying to offer as many opportunities as possible that could make their life easier. But not everyone knows about these features. Are there property tax benefits for retirees? If yes, what are they expressed in? What do you need to get them? All this will be discussed further.

Not everywhere

It should be noted right away: most of the fees to the state treasury are regional in nature. That is, they are not regulated by the Tax Code. And the rules for their collection are established by each subject of the Russian Federation separately.

Therefore, it is not so easy to say whether there are tax benefits for pensioners. A lot depends on where you live. Somewhere the elderly are completelyare exempted from these payments, in some places they are given a discount. And sometimes there are no benefits at all. So the solution of this issue will have to be de alt with in each region separately. But there are some general rules that apply to the entire territory of the Russian Federation. Property tax benefits for pensioners have a number of features. Knowing them, you can easily find the answer to the question posed to us.

Disability

So, the first step is to pay attention to the most common case. Older people are most often recognized as disabled. And people with disabilities in Russia have concessions, regardless of age. But he, of course, is also taken into account.

The thing is that benefits are provided to disabled pensioners in this situation. If you have a disability of group 1 or 2, then most likely you will be completely exempted from paying property contributions to the state treasury. In most regions, this is the rule.

But the disabled of the 3rd group can only hope for the provision of certain discounts in relation to property taxes. The maximum that such citizens are en titled to is 50% of the benefits of the total payment amount. If you think about it, these are also very good conditions.

Military and veterans

Payment of property tax, as it has already become known, is mandatory for all taxpayers. But pensioners here have their own characteristics and benefits. Not always, but very often.

The next category of beneficiaries -these are veterans and persons who participated in hostilities, also categories equated to them. Such citizens receive benefits on property tax. For pensioners who belong to this category, quite often there is a complete exemption from property contributions. So far, it is difficult to find at least 1 region where this possibility is ignored. However, in reality, such a benefit is not used very often. All this is due to the fact that there are few citizens belonging to this group of people. But there is still a discount, and this is a fact.

Transportation

Retirement property tax benefits vary. In the same way as the corresponding contributions. The type of payments plays an important role in considering the issue before us today. What about vehicle tax "charges"?

In general, the payment of this type of property tax is always made by everyone without exception. Unless some categories of beneficiaries (veterans, military, disabled, employees involved in road repair) are completely exempted from it. Retirees, oddly enough, get a discount. But no more. To be completely exempt from vehicle tax, you will have to own a low-powered vehicle. At the same time, the exact conditions in each subject of the Russian Federation are established separately. After all, the transport tax is regional in nature.

How much should pensioners pay for their cars? Most often, they are granted a benefit that allows them not topay up to 90% of the total fee. It turns out that the elderly deduct only 10 percent of the amount charged for transport to the tax authorities. A good discount, which is valid almost everywhere. Although its exact dimensions will have to be clarified. But you can also rely on the given data.

Earth

Let's move on. Now it is worth considering the land tax. Often, people own land as property. It's no secret that you also have to pay for them.

Privilege on land for pensioners is not available. Generally none. That is, this means that the land tax in 2016 in Russia is the same for everyone. Moreover, it is planned to increase it annually by 20% until 2020. At the same time, there are no discounts and concessions for the elderly. And there are no plans to change such rules at all.

Perhaps the land tax is one of the few moments in which all citizens are equal before the state. So if suddenly one of the old people offers to transfer land to him in order to exclude additional costs, they should not be trusted. According to Russian laws, land tax is paid in full by all taxpayers without exceptions and discounts.

Income

This is not the end of the matter. There is another tax on the property of individuals. Benefits for pensioners, as we found out, will not be provided in all cases. What about the so-called income tax? Do I need to pay it and how much?

The answer here is clear: yes, payappropriate fee to the state treasury is needed. And to the fullest. In this case, the property tax declaration is submitted within the time limits established by law - until April 30. That is, by this time, the elderly citizen must declare the income received, fix it and pay.

How much will you have to pay? Like everyone else - 13% of the amount received. And it doesn't matter if the pensioner works or not. Whether he is running his own business or just decided to rid himself of some property and sold it. In any scenario, income taxes are paid on the same terms by all citizens of the Russian Federation. 13% - no more, no less. The pension is not considered taxable income.

Property

The last thing left is the so-called property tax. It is more popularly known as the property tax. An annual payment for what you own. For example, an apartment.

Retirement property tax benefits available. Elderly people are completely exempted in Russia from such payments. Not everyone knows about it. And therefore, the tax authorities still send appropriate payments to pensioners from year to year, and they, in turn, pay them. Doing so is not recommended. After all, this is a direct violation of your rights.

Remember: property benefits are provided in many cases. But when it comes to the fee for real estate for the elderly, you need to remember: in fact, there is no such payment. True, it is not worth simply ignoring payment orders. It may bring on youmisfortune and a lot of trouble. The provision of property tax benefits occurs after contacting the tax office in your region. What will be required for this? And can I get a refund if you paid this fee for a while?

About refund

The point is that pensioners are able to return the money paid for property tax. But only subject to certain rules. For example, please note: you cannot apply with a corresponding petition for full compensation for "damage". Money will be returned to you only for a period not exceeding 3 years. If, for example, a pensioner paid for property for one reason or another for 4 years, then the first funds will not be returned. But for the last 36 months - quite.

If you have a property tax return, enclose it with your application. It is desirable to have such documents for each reporting period. Also, in order to return the money for property tax, the pensioner must present:

• statement (the reason for the appeal is written in it);
• all receipts for the last 3 years that you unknowingly paid;
• SNILS;
• pension certificate;
• passport;
• certificates confirming ownership of property;
• certificates for benefits (if any, not required, but desirable).

That's all. Then you can contact the appropriate organization for a refund. It also does not hurt to open a separate bank account or providedetails of an existing one. Overpaid taxes will be transferred to you as soon as possible. And from now on, such receipts should no longer come to your address.

How to choose a benefit

It is not uncommon for an older person to qualify for several tax breaks. By law, he must declare his status as a beneficiary without fail and choose only one type of discount. What will be required for this? Submit to the tax authorities:

• Russian passport;
• application for property tax relief (please indicate which option is selected);
• he alth certificates (to confirm, for example, disability);
• documents confirming the right to a discount;
• SNILS;
• pension certificate;
• statements of pension payments;
• property documents.

After that, your appeal will be considered. And if you are indeed eligible for benefits, they will be provided to you in the form that was chosen. There is nothing difficult in this. You just need to know your rights even in old age. Then and only then will no one be able to deceive you and force you to pay taxes that are not due.