/ / Tax social deduction - why not take advantage of this opportunity?

Tax social deduction - why not take advantage of this opportunity?

Hike to the tax inspectionthe population perceives as punishment. Indeed, the associations that cause this instance, as a rule, are negative. Meanwhile, the inspection can and should be addressed not only for the purpose of declaring its income, but also for receiving money. Tax social deduction is what is due to everyone who has incurred expenses for payment of education, medical treatment, additional insurance and so on. The following describes when it can be obtained, as well as what is required for this.

Tax social deduction for treatment

You can get it if you received medical services on a paid basis: doctors' consultations, diagnostics, hospitalization and so on. They also include the purchase of medicines.

Tax social deduction
The maximum cost of treatment for which you can get a refund does not exceed 120 thousand rubles. This amount is standard for most of the deductions.

An exception in this case would be costlytreatment. On it, you can get a deduction, the amount of which will be determined as 13% of the costs incurred (in the event that the paid income tax covers or is equal to this amount). The list of such services is determined by the government. So, it includes some types of surgical interventions, therapeutic and combined treatment of various diseases.

Tax social deduction for training

In this case, you can get compensation for the costs of training:

  • its own;
  • their children (brothers / sisters).

The tuition paid from own means can be any (average, higher, courses).

But if it is a question of children (brothers / sisters), then you can draw a deduction only if the education is obtained in the daytime department of a higher educational institution.

Registration of tax deduction
The size of the deduction is also different. The first category of such returns falls under general standards, in the second maximum is 50 thousand, that is, it will not be possible to return more than 6.5 thousand rubles. True, if education receives not one but several children, a deduction is laid for everyone.

Other types of deductions

To receive a part of the money spent, you canand in the event that they were donated to charity. The maximum amount of funds to be returned is calculated as 13% of the quarter of revenue for the year.

These expenses are not summed up with the deductions that were spent on training and treatment.

Pension costs also fall under items for which a tax refund is possible. The maximum amount of the deduction in this case is also a standard value.

Registration of tax deduction

Documents to be submitted forreturn of funds, are different depending on the type of expenses incurred. In all cases it is necessary to fill in the declaration (3 PIT) and confirm the income (2 PIT).

Getting a tax deduction
The maximum amount of compensation that can bereceive, is 15,600 rubles (13% of the 120,000 rubles). However, having spent 100,000 per year for treatment and the same amount for education, you can still return no more than this amount. Exceptions are those cases where the tuition was paid not for one's own, but for the child (brother, sisters), spending on charity and expensive treatment. The costs of these items are considered separately.

Getting a tax deduction takes up to four months from the date of filing.

With regard to queues and paper red tape, it is worthnote that the ongoing modernization of the tax service is bearing fruit: in many metropolitan inspections an electronic queue has been organized and the number of employees leading documents has been increased. Moreover, citizens have the opportunity to make an appointment.

Filling out the declaration for the first time, most likely,will cause a lot of questions. You can significantly simplify the task if you download a special program that allows you to do this while sitting at home (you will have to introduce much less data, and at the same time you will avoid mistakes). For help, you can contact the inspector. And of course, it will be a good idea to study a sample of the completed declaration, which can be found in each district tax service.

In any case, it is better to overcome yourself and do it, because a tax social deduction can be obtained not once, but repeatedly.

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