The deadline for filing a return tax return. What is necessary for the return of income tax

Today we are interested in the deadline for filing a return tax return. And not only him. It is also important to know what documents are needed in a particular case. After all, without a specific list, you simply refuse to register a deduction. In principle, as practice shows, there are no special difficulties with this process. It is enough just to prepare for it. And of course, meet the deadlines set by law. This is not so difficult as it might seem at first glance. The main thing is that there are documents that are generally accepted, for all cases, but there is something that is required for specific situations. And just study all this you and we have to do.

Passport

The deadline for filing a return tax return is, of course, important. But first you need to know what documents can be required in one or another case. It's no secret that the absence of even one "paper" can lead to the refusal of tax authorities in deduction.

So, the first thing you need from a taxpayer is an identity card. In our case this is a passport. You can try to present any other similar document (for example, a driver's license), but, most likely, this option will not work. You will refuse to accept documents.

If you are a legal entity, you will have to provide details about your registration. This is not something new with the return of income tax. These are the rules. You will need copies of your documents. Passport or requisites - this is not so important. But do not forget to take the original.

According to the statement

What's next? Now, of course, do not forget that the return of income tax for medical services, training, and for other reasons, necessarily takes place only at the request of the taxpayer. So, it is necessary to write a statement of the established model for the solution of our today's task.

Please note that the application requires your bank details. It is with their help that you will have to transfer funds for own expenses for one reason or another. The application does not cause any problems. At the same time, you need only the original of this document. No copies, even if they are certified. Otherwise, the income tax can not be returned.

Reporting

The next important moment for us is the preparation of a tax return. It is also necessary for applying to the tax authorities for payment of certain contributions, and for obtaining certain deductions.

The declaration must be submitted to the tax in one copy, and in the original. No copies, not even certified ones. Such a document you simply will not accept. How do I fill in the income tax return? Everything is very simple.

Special programs will come to the aid, which form declarations for reporting. It will take a form of 3-NDFL. In it you need to enter data on expenses and incomes, and then click on the "Generate" button. There is nothing difficult or special in this. It is enough to look at the fields in the program once to understand what and where to record. In addition, here you can see the comments and signatures of the items you need. Tips will certainly facilitate the process of filing a tax return form 3-NDFL for reporting.

2-NDFL

What else is mandatory for all cases? Here it is necessary to take one more certificate. It is called 2-NDFL. Or, as it can still be called, a document on the incomes of individuals. More precisely, about wages.

Where to get it? At your employer. If you independently carry out this or that activity, it is necessary to use the specialized program for formation of the inquiry. The same where you created the 3-NDFL. Most often it is the employer who must give you this form in the shortest possible time. This is the most common option.

In what form does this document accept taxation? Return of income tax is possible only if 2-NDFL is the original. And nothing more. Copies are not accepted at all desire, even certified. Such rules are established in Russia. In principle, you can try to provide a certified copy, but it is unlikely you will receive it.

Timing

But what is the deadline for filing a return tax return? We sorted out the documents more or less. Now, when they are known (although so far only basic), it is worthwhile to worry about that it was possible to meet exactly on time.

In general, to issue a refund you have the right at any time. But the time limit is limited. The thing is that citizens have the right to make a tax deduction for the last 3 years. According to modern rules, it will be necessary to meet the deadlines - in the tax reporting period. In other words, until April 30.

The deadline for filing a return tax return is now clear. It is also important to note that your application with all documents will be considered for a while. How many? About a month or two. After you receive a response with a rejection of the deduction or with his approval. In the first case, pay attention to the comment - most likely, there you will see the reason for rejecting the request. You can fix everything and try your luck again. The deductibles are returned to the citizens approximately 2-3 months after the submission of the application with a declaration to the tax authorities.

Medicine

Now a few special cases. You can return the funds for various reasons. For example, many are treated and want to get a deduction. It's possible. Return of income tax for medical services is a rather common variant of the development of events that occurs in citizens in this or that case. What can be required beyond the already listed documents?

First, decide what exactly you are drawing a deduction for. If for medicines, a payment document and a prescription for a medicine are required. Sometimes they require an additional certificate from the doctor.

Secondly, when it comes to treatment and some kind of direct services, everything is much more complicated. It is necessary to take a copy of the license of the medical institution, as well as a contract with the organization for the provision of paid services. Attach all the settlement documents here, including checks and receipts for payment. In principle, that's all.

Insurance

Another option is the return of funds for voluntary medical insurance. The above list of mandatory documents in this case will be supplemented with just a few papers.

Which ones? You need a contract with an insurance company, its license, as well as all the payment documents that you only have. Of course, we are talking only about those related to the insurance company.

Mortgage and apartments

Now in Russia, a mortgage is common. In this case, the return of income tax takes place. True, we will have to prepare fairly. The list of necessary documents is supplemented quite seriously. Although it is not so difficult to get all the documents.

If you just bought an apartment, then you need to attach a certificate of ownership, a contract of sale, checks and payments. Here it is necessary to include the acts of acceptance and transfer of real estate, the contract of participation in shared construction (in some cases). Some tax authorities require an extract from the home book. It's illegal, but it's better to bring them right away. You can take in ZhEKe.

When it comes to mortgages, you will have to supplement the already listed list with just a few documents. You will need to attach information about the payment of interest on the mortgage, as well as an agreement with the bank (loan agreement). Practice shows that there are no problems with this.

Pensioners

Return of income tax to retirees also takes place. However, everything depends on what you deduct. Gather a complete list of documents for a particular case, and then attach some special information.

What kind? Here you will need a pension certificate (copy), as well as all documents that confirm your benefits. For example, a certificate of disability. If you were a military man, you will also need a military ticket. It's all.