By EasyHow

What documents are needed for reimbursement of personal income tax for tuition

The return of the tax to incomes of physical persons (NDFL) for the training procedure, which allows you to return 13% of the amount the taxpayer paid for their education or the education of their child.

What documents are needed for reimbursement of personal income tax for tuition
How to fill in the 3 personal income tax deduction for tuition
How to return 13% of the tuition
How to return 13 percent tuition

You will need

1. Certificate form 2-pit
2. Copy of passport
3. A copy of the personal account
4. A copy of the contract with educational institution
5. A copy of the license of the institution
6. Copy of checks, receipts,
7. A copy of the birth certificate of the child (if the payment was made for the education of minors child)
8. Additional agreement to the contract or the order about the change of the tuition fees (if in the receipt the amount for training more than in contract)
9. A certificate from the Dean's office, that the child learns at day-time education.

Instruction

To fill in the Declaration form 3-NDFL.
To do this you need to appeal to their accounts at the place of work, with a request to issue a certificate form 2-pit.

To make a Declaration in two ways – yourself or turn to a firm that will help to fill in the Declaration form 3-NDFL. The second method is suitable for people who are not familiar in filling returns or just want to save time. To fill in the Declaration itself, you can use the program, the Taxpayer 2013, which is in free access on the official website of the tax authorities www.nalog.ru

Collect the following documents:
1. Copy of passport (the front part and registration)
2. A copy of the personal account (reversal passbook)
3. A copy of the contract with educational institution
4. A copy of the license of the institution
5. Copy of checks, receipts,
6. A copy of the birth certificate of the child (if the payment was made for the education of minors child)
7. Additional agreement to the contract or the order about the change of the tuition fees (if in the receipt the amount for training is greater than that specified in the contract)
8. A certificate from the Dean's office, that the child learns at day-time education.

Note

This list of documents can still be expanded on request of the tax inspector.
Be prepared to present originals of the following documents: contract with educational institution, checks and receipts for tuition.

Useful advice

Just have to fill out an application for the provision of social deduction.
Statement example

The tax office
From the name
Residing at:
Passport:
INN

STATEMENT
The provision of social deduction on personal income tax
In accordance with article 218 of the tax code of the Russian Federation asking to provide me with a social tax deduction under the tax to incomes of physical persons for 2013 in the amount of rubles at:
training my child in the municipal budgetary educational institution
In accordance with paragraph 6 of article 78 of the tax code asking me to return the overpayment of personal income tax for 2013 in the amount of RUR incurred in connection with providing me a tax deduction for personal income tax
The amount to be returned from the budget, please list the following details:

Application:
1. Copy of passport 1 copy on 2 sheets
2. Help 2-personal income tax 2013 in 1 copy on 1 sheet
3. A copy of the contract on the education of daughters - 1 sheet
4. A copy of the license to conduct educational activities - 1 sheet
5. Copy birth certificates - 1 sheet
6. Copies of receipts for training - 6 sheets
7. A copy of the passbook of the savings Bank of Russia - 1 sheet

Date Signature