Advice 1: How to return the money for a correspondence course

In our country, many working people receive education by correspondence. As a rule, it takes a lot of money. Government is permitted to return 13% spent on studies amount. To do this, complete the Declaration 3-NDFL. To it is attached a number of documents, the list of which is presented in the tax laws. Moreover, there is a caveat, which is that the student needs to work officially and to make deductions of tax to the state budget.
How to return the money for a correspondence course
You will need
  • - the Declaration form 3-NDFL;
  • - agreement with the Institute;
  • copy of accreditation license of the Institute;
  • - receipts for school fees;
  • - the passport.
Instruction
1
To obtain a social deduction on training request the Institute where you are getting education by correspondence for a fee, copies of accreditations and licenses University. Please note that these documents are certified with a blue seal of the educational institution.
2
As a rule, paid training with the student-zaochnik is a contract. The original of this document must be in your presence. If you get lost, messed up, request in the personnel office of their University copy of the contract. If you change the amount of payment for the training is annexed to the Treaty a supplementary agreement. Contract and agreement are attested by the seal of the Institute signature of the Director of the University.
3
When you return 13% of the amount of payment for training must be submitted payment documents. Receipts or Bank statements you should have on hand. If for some reason they are not available, contact the accounting Department of the Institute. There you will be given a certificate confirming the fact of payment. The document is stamped, signed by the chief accountant of the University.
4
In the company where you work, request a certificate 2-pit. It specifies the amount of wages over the past six months. The document shall be signed by the chief accountant, the company's seal.
5
Complete the Declaration 3-NDFL. Its form is approved annually and has a uniform shape. Fill in the document with your personal data, address of your residence. Make using information about your income, the amount of remuneration from the employer for work performed, within the preceding six months.
6
Enter the amount you spent on classes in the section to the provision of social deduction. Print out the Declaration. You can apply for a refund. Make payment details. Within 3-4 months, 13% of the amount spent back into your Bank account.

Advice 2: How to return money for training

The cost of education in schools today have grown to impressive amounts. Thanks to the so-called social deduction you can save on paying for educational services: up to 6.5 thousand rubles - students-echnical, to 15600 rubles - to the students of correspondence departments.
How to return money for training
Instruction
1
The social tax deduction on training costs (13% of the total) according to article 219 of the RF Tax Code can get a working taxpayer, who paid for his education, and the taxpayer-a parent, guardian, Trustee, paid the tuition of their child (ward) to the age of 24. This takes into account the amount of income tax paid by the taxpayer in the tax period on the certificate 2-pit (monthly salary over the year).
The maximum amount of expenses for partial compensation of 50 000 rubles for apprenticeship, 120, 000 - part-time (evening, externship). Thus, if you have paid for the education of student of the year full-time post, for example, 40 000 rubles, you can get 13% from this sum - 5 200 RUB. If - 80 000 rubles, that's only 6 500 rubles. But the same amount of paid working student-zaochnik, will be compensated without restriction (13 % - 10 400 rbl.).
2
For a refund of the income tax in the form of a deduction for education of the student, the child, the payer (the mother, the father, and since 2009 - the brother, the sister of student of the year full-time post) or he is a working student have to provide to the tax Inspectorate at the place of registration Declaration under the form 3-NDFL. It is attached to a set of documents (originals and copies according to the requirement of inspection): a copy of the passport of the taxpayer (page c photo and page with registration), a copy of the birth certificate of the child copy of the agreement with the educational institution, a copy of the license. You will need the help of educational institution confirming that the student has studied in the corresponding tax period on the daily (full-time) form of study.
Mandatory copies of payment documents confirming the amount of tuition fees. They must be given information of the person who paid the tuition, the amount and date of payment, purpose of payment (or needs to be reference to the contract with the educational institution, its number and date). Attach to the Declaration 3-NDFL certificate (certificates) on the income of physical persons under the form 2-NDFL, issued by the organization-employer or entrepreneur.
The money will be transferred to the savings account, so the statement about the transfer of the required amount need a copy of the passbook. In the statement, specify the name of the Bank number of the Bank branch, its details, your account.
Note
If the amount of payment under payment documents for the year differ from the amount stipulated in the Contract, inspection may require a copy of the order of the institution about the change of fees. Generally, the taxpayer prepares necessarily was, if that is not there.

Check the information on the list of documents in to your tax office!
Useful advice
It so happens that the taxpayer pays a lump sum once the entire training period (several years). Unfortunately, the deduction can be granted only for the tax period in which the payment was made.

Social deduction is not applicable if the training costs are produced at the expense of means of the parent capital (FZ, dated 05.12.2006 N 208-FZ).

Advice 3: How to return the money

If you are working in any organization, go through the training in an educational institution on a fee basis, you can reclaim 13% of the amount spent on education. For this you need your workplace to the income statement. Then fill in the Declaration form 3-NDFL and attach to it the documents confirming expenses.
How to return the money
You will need
  • - the "Declaration";
  • copies of accreditation and license of the Institute;
  • - the certificate on form 2-NDFL;
  • receipt of tuition fees;
  • - agreement with the Institute;
  • - the passport.
Instruction
1
In the accounting Department of the company where you work currently, please request a proof of income for last six months under the form 2-NDFL. The document must contain your personal details, signature of chief accountant, company Director, company seal.
2
Inquire at the University where you are studying on a paid basis, the accreditation and license of the Institute. Remove them two copies and ask the personnel Department to assure them the seal of the educational institution.
3
You need to have on hand a contract for training that you signed with the Institute for admission. If you do not have it available (lost or destroyed), in the personnel office of the University you need to request a copy. When the amount of payment changed during the training period, then the contract must be accompanied by an additional agreement.
4
To pay for study you have the receipts, therefore, for the period for which you will fill out a Declaration, you need to submit the payment documents. If you have lost or damaged some of the receipts, you will be able in the accounting Department of the University to obtain a certificate of the fact and amount of payment.
5
Download and install to your personal computer program "Declaration". Set the required conditions: room tax service at the place of filing, the mark of a taxpayer and confirmation of your current income. Make your passport data in the information of the declarant.
6
In the item "Income received in the Russian Federation" enter the name of the organization where you work. Then, using the data in the certificate 2-pit, enter the amount of your salary for each month of the reporting period.
7
Tab "Deductions" select "to Provide social tax deduction". In the column "Amount spent on their education" write the amount of expenses specified in the receipt on payment for study for the past six months.
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