Advice 1: What you need for your tax refund when buying an apartment

After one year after the transaction of sale of an apartment, the buyer can issue a tax property deduction, that is, to recover previously paid income tax in the amount established by law.
What you need for your tax refund when buying an apartment

The total amount of the tax refund when buying an apartment is not more than 13% from 2 000 000 rubles, that is 260 000 rubles. In addition, to tax property deduction it is possible only 1 time in my life. In order to get the tax deduction, you must prepare the following documents.

The application to receive property tax deduction.
A sample statement can be found on the official website of the Federal Tax Service through the search engine. The statement is written to the head of the Inspectorate at the place of residence, it specifies the object that was purchased, and lists the documents proving the fact of purchase of the real estate. In addition, the statement must specify the details of the Bank where you opened the account of the buyer, and which will be transfer the amount of the tax deduction.

Declaration on the tax to incomes of physical persons.
The form and a sample Declaration form can also be found on the website of the Federal Tax Service, if the filling is difficult, you can go to specialized companies that for a modest fee, will prepare the necessary document.

Certificate of employment in form 2-pit.
The certificate will reflect the amount received in the reporting period the income and the withheld amount of tax to incomes of physical persons.

Copies of documents confirming the purchase of the apartment, there is a contract of sale.
Also need a copy of the certificate of registration of right of ownership and the copy of the act of transfer and acceptance of real property.

These documents along with a passport and was required to provide to the tax Inspectorate by place of residence. In that case, if the amount listed in the reporting period less taxes tax deduction, the balance will be paid in the following year.

Advice 2: What are the document needed for tax return

Monthly income tax of 13% is a sum of money which is officially hosted by each worker pays to the state. It turns out that income tax can be returned. In this case you have to pass a series of bureaucratic procedures.
What are the document needed for tax return
Immediately is to say that a property deduction is available once in a lifetime. This means that you have the ability to return the money in the amount of paid state income tax after the acquisition of such types of property like house, apartment, land. According to the law, you can recover no more than 13% of the value of the purchased property. However, the value of the property must not exceed 2 million rubles. If you acquired the property under the mortgage, in this case, your apartment can cost more than 2 million rubles, but the deduction will still be 13% of the total cost of housing.
To begin the process of income tax refund in connection with real estate purchase, you must contact the tax office. Provide a statement and two references from accounting 3-NDFL and 2-NDFL, receipts indicating the amount of the cost of purchasing apartment, house or plot and also the documents confirming your ownership of the new property. If you were issued a mortgage, you will need documents for a mortgage loan together with the loan agreement.
If your children are in paid educational institution full-time students and have not reached the age of 24, you can return the income tax for education. First write the application in tax inspection with the requirement to provide a tax deduction for the education of their child. Prepare a package of documents: certificate of birth, passport, certificate 2-NDFL, the license of the University and a copy of the payment receipt of tuition, the contract with the University.
Refund of income tax not only for their own treatment, but the treatment of the next of kin of the husband or wife, my child or ward in the amount of up to 13% of the money spent on medications and procedures. But the amount of the paid income tax for the year must be equal to the compensated sum or to cover it.
The maximum cost of the usual treatment should not exceed the limit set by the state and equal to 120 000 rubles. As for the treatment with the use of expensive procedures and medicines, then in this case, the amount of money is not restricted.
To receive a tax refund first, write a statement to FNS. Required documents:
two inquiries from accounting work (2-NDFL and 3-NDFL);
- payment receipt;
- contract and copy of contract for the provision of treatment;
- a certificate stating the payment for all services medicine for tax inspection;
- the personal passport or the passport of husband/wife or a birth certificate of the child depending on who was treated;
- if necessary, a copy of the marriage certificate;
license and a copy of the medical establishment.
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