Every month or at the end of the year, the state withholds income tax from valiant citizens, whether it be wages, dividends, income from renting something, and even insurance in the event of an insured event. Over the past three years, some of these deductions can be returned if you had training expenses.
It is necessary
- 1) Forms of 3-NDFL declaration
- 2) Certificate of income of an individual 2-NDFL, obtained in the accounting department (if you are an employee)
- 3) Handle
- 4) Calculator
- 5) Removable media for a computer (USB flash drive, for example), if you will copy the forms electronically at the tax office
- 6) Printer - if you will print forms
Instructions
Step 1
Obtain forms from any tax office working with individuals. State clearly the year for which you want to refund the deduction. The form of the declaration may change every year. For 2008-2010 the changes were insignificant of a formal nature. These forms can be filled in manually. In some inspections, the forms can be downloaded electronically or a program for your computer can be downloaded to fill out the 3-NDFL form. But then you have to install the program, it will take a lot of time. Therefore, download the forms, and then either print them out and fill in by hand, or fill out the forms and print. With forms, you may come across applications how to fill out a form and directories of various codes for a declaration (in different tax offices in different ways). Forms can also be found online.
Step 2
You do not need to fill out and print all the sheets of the declaration - only the necessary ones. As a standard, these are pages 001 - 002, sections 1 and 6, sheets A, G1, K1 and K2 - for 2008 - 2009, Zh1 and Zh2 - for 2010. The tax office will only provide the required forms. There is also a sample of filling out the declaration on information stands.
On all sheets of the declaration, at the top, indicate your TIN, surname and initials. Fill in page 001 (cover page) and page 002. Enter the correction number - 0 (zero), if you have not submitted a declaration for this year. Check the OKATO code at the information stand or with a consultant.
Step 3
Sheets A, K1 (G1)
Fill in sheet A and K1 (or G1), following the instructions on the form and using the 2-NDFL certificate.
Step 4
Fill in the appropriate lines on sheet K2 (G2), also following the prompts on the form. Be careful: the payment for your education and the education of children are different lines.
Step 5
Tax refundable
The most interesting moment has come. Calculate the amount of tax that should be returned to you. To do this, fill in sections 1 and 6 sequentially.
Step 6
Sign and date each page. Next, number the pages in a logical order: first the sections in order, then the sheets.
