How To Fill Out A Social Deduction Tax Return

Table of contents:

How To Fill Out A Social Deduction Tax Return
How To Fill Out A Social Deduction Tax Return

Video: How To Fill Out A Social Deduction Tax Return

Video: How To Fill Out A Social Deduction Tax Return
Video: How To Calculate Federal Income Taxes - Social Security & Medicare Included 2024, December
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Everyone who is involved in charity has the right to a social tax deduction; pays tuition fees; bears the costs of medical treatment or retirement benefits. To obtain the right to deduction, you must contact the tax authority at your place of residence, attaching a set of documents to the completed declaration in the form of 3-NDFL.

How to fill out a social deduction tax return
How to fill out a social deduction tax return

Necessary

  • - a computer with Internet access;
  • - calculator;
  • - the program "Declaration" from the official website of the Federal Tax Service of the Russian Federation (https://nalog.ru/).

Instructions

Step 1

Download the Declaration program (2008, 2009 or 2010) on the official website of the Federal Tax Service of the Russian Federation (https://nalog.ru/). This service is provided free of charge. This year, you can file 3-NDFL tax returns for the previous three years. Before filling out the forms, prepare a certificate of income received in the form of 2-NDFL for the corresponding year, an agreement you entered into with an educational or medical institution, receipts for payment for services.

Step 2

Run the program. In the opened window of the "Setting conditions" tab, fill in all the blank lines and go to the "Information about the declarant" tab. Filling out the form is quite simple, hover the cursor over any icon, and you will see tooltips specially provided by the program. Specify in the lines all the required information about yourself, and then click on the tab "Income received in the Russian Federation". Here you will need the same certificate of the 2-NDFL form, on the basis of which you fill in all the necessary lines of the tab, indicating the sources of payments, and income by month on an accrual basis.

Step 3

On the next tab "Deductions", indicate the standard tax deductions that you are entitled to, according to the help of Form 2-NDFL. In the same window, by clicking on the icon (a square with a red flag) and going to another page, put a “checkbox” in front of the line “Grant social tax deductions”. Fill in the required lines, indicating the amounts you spent on treatment, training, etc., according to agreements with institutions and receipts for payment of services. Open the "View" tab in the top line of the program window and all completed pages of the declaration of the 3-NDFL form will open for verification.

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