2024 Author: Howard Calhoun | [email protected]. Last modified: 2023-12-17 10:16
Every working citizen of his country is obliged to pay taxes. Thanks to this, the state can provide people living on its territory with free medicine and education, as well as protect the borders and maintain order inside. True, citizens are given the opportunity to return the tax on the purchase of an apartment in case of payment for tuition and expensive treatment. It is only necessary to collect the documents on time and correctly.
Required documents
Of course, when you do something for the first time, it seems that it is complicated and difficult. But since almost everyone can return the tax on the purchase of an apartment, you still need to figure it out. And you need to start by collecting the required documents. And this:
- passport of a citizen of the Russian Federation (original and copies of the first page and registration page);
- a certificate of income for the last year in the form of 2-personal income tax (only the original, it can be taken from the accounting department byplace of work);
- certificate of registration of ownership (original and copy, issued when making a transaction at the registration chamber);
- documents confirming payment (receipts, payment receipts and payment orders);
- application for a tax refund (the form is given in the tax office, but you need to know the account details for transferring money);
- declaration in the form of 3-personal income tax (filled in independently or you can seek help from a specialist).
Procedure for tax deduction
After all the documents are collected, it's time to go to the tax office at the place of residence. Here I would like to note that in the first half of the year, tax returns are usually also submitted. Therefore, since you can return the tax on the purchase of an apartment within the last 3 years, you can postpone all events for spring-summer. If it is decided to close this issue back in January, you need to be prepared to wait in a very long queue.
It is also worth noting the fact that funds can be transferred within 2-4 months after the submission of documents. Such a period is needed by the tax service to verify the accuracy of the information provided. Knowing how to return the tax on the purchase of an apartment, you should not think that you will be able to receive the entire amount at once. There are some restrictions on payouts.
Firstly, you can get a total amount of no more than 13% of 2 million rubles, that is, 260 thousand is the maximum payout. ToIn addition, if in the past year the total amount of tax paid is less than the money that must be returned, then the remaining part of the payments will be carried over to the next year. But you can only receive such payments for the last three years. And you can use the property deduction only once in a lifetime. And the last thing: you can also return the interest paid on the mortgage loan.
Conclusion
Understanding what taxes can be returned, many use benefits and thanks to this they compensate for their expenses for treatment and study at a university. But perhaps the most popular in our country is the property deduction. After all, the acquisition or construction of housing is a priority for almost everyone. And since everyone can return the tax from the purchase of an apartment, citizens will be interested in submitting such declarations to the tax office for a long time.
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