How to fill out 3 personal income tax correctly: an example of filling out a tax return for deduction

Good day dear readers of my blog! Did you know that there is such a tax deduction with which you can reduce your tax payments.

For example, after using certain services, you will be able to recover some funds that were spent on paying income tax. For this to happen, you should know how to fill out 3 personal income tax.
Let's find out what you need to consider in order to complete everything yourself.

Everyone has to fill out some paperwork from time to time.

Most often, the declaration will have to be filled out in such cases:

1. income tax report.
2. When earning income.
3. Documents for deduction when selling property.

Moreover, filling out documents for deduction is not a mandatory procedure.
Before filling out a tax return, it is worth learning more about this procedure and about the document itself.

It consists of 26 sheets and must be completed by the following persons:

• individual entrepreneurs;
• lawyers and notaries in private practice;
• citizens who have received an inheritance;
• when winning the lottery;
• profited from the sale.

The state can return part of the tax payments in the following cases:

1. If the money was spent on treatment.
2. For tuition fees.
3. When paying for an apartment or when buying other real estate.
4. After payment .
5. If the money was invested in the repair or construction of your home.

The possible amount of the deduction also matters. It depends on the type of money that has been invested.

When paying for tuition, you can return up to 15600 rubles per year, and from the acquisition of real estate - to 260 000 rubles.

Submission of documents

Remember that such a document must be completed and submitted no later than April 30 of a year that follows the period of a specific operation.
The transfer of a package of documents is carried out in different ways:

1. Applies personally.
2. Sent by mail.
3. Transferred with the help of a trusted person.
4. Sent to the site online in electronic form.

It is worth deciding on the accompanying documents. If the declaration is sent by letter, then a special inventory of all forms must be enclosed in it.

You can transfer the program through the site. To do this, you will need to fill out a special form.

If the documentation is transmitted through a third party, then a power of attorney certified by a notary is required. But parents can apply for their children without such a piece of paper.

In this case, you will have to confirm your relationship. For example, a birth certificate of children or a passport.
Here it is worth remembering that if the deadlines for submitting such documents are not met, any penalties or refusal to pay the deduction may be carried out.
To fill it out, you need to get a special form from the tax office. It can also be downloaded from the Internet.

You can also see examples of filling out such documents.
Avoid these mistakes when filling out:

• blots and corrections;
• barcode changes;
• do not print the letterhead from the computer on both sides of the paper.

Features of filling out the declaration

Before filling out, study the sample, and also find out which sheets need to be filled out. Be sure to include the following information: Full name, passport and contact details, income information.
Declaration includes 23 sheets. But you do not need to enter data in each sheet. You must complete the title page, as well as sections 1 and 2.

The remaining sheets are filled in depending on the type of deductions.
The main page should contain all the data about the person. This requires more than just personal information.

Even if foreign money was used during the operation, then when filling out the documents, it must be converted into rubles.

This takes into account the official exchange rate.
On the second page, the calculation of the tax amounts is carried out. In this case, the current tax rate applies.

If you made any mistakes, you will have to rewrite. If the fields are empty, dashes are placed in them. When printing with a printer, you can use blue or black ink.

Information should be on the first side of the sheet only. You cannot print on both sides.
Do not forget to put signatures on each sheet and be sure to date. After filling, you do not need to fasten the leaves.
If you figure out how to fill out all the documents yourself, then fill out the necessary documentation for free.

Otherwise, you will have to pay a specialist of some private accounting company.

Filling out the declaration

Consider some options for correctly filling out the declaration.

In online mode

In a special program, you can fill out 3 personal income tax for 2017. In this case, all requirements are taken into account, based on the order of the tax service of Russia.

Were approved:

1. Declaration form.
2. Electronic variant.
3. Rules for filling out documentation.

To download the program, go to Personal Area on the site FTS. If you use a special service, you will not be able to violate the requirements.

After all, they contain the most up-to-date form, completely identical to a paper document. There is also an algorithm for the necessary actions, taking into account all the details.
In automatic mode, all the pages necessary in your case are formed. For example, when selling a car or buying a home.
This form includes the full 19 sheets.
After filling, the program generates sheets:

1. According to taxable income, both from domestic and foreign sources.
2. Income from private practice and entrepreneurship.
3. Professional deductions for royalties.
4. For property deduction.
5. Settlements on transactions with financial instruments, securities, as well as income from investment transactions.
6. Calculations of social, standard and investment deductions.

You can install the program icon on the desktop.
After the registration procedure, you can immediately start checking the declaration or checking documents for previous years.

Can be printed immediately. If you are not entirely sure about the correctness of registration, then save the forms on a flash drive and upon delivery, ask the inspector to check whether you did everything correctly.

How to fill in the program

The first item is called setting conditions. This is the first field you can see when you open the program.
How to fill is shown in the photo.

1st tick- you need to select the type of document.

2nd— the number of your inspection is selected. The number of the correction is also affixed. Designate the attribute of the taxpayer.

Check the box on income, as well as on the reliability of confirmation of information.

Then information about the declarant is indicated. It's quite easy here, just enter your passport data.

Then comes the income. First choose a tax rate. By default there is 13 % .
Then add payment sources. It is important to provide employer information. it TIN, KPP and OKMTO. They can be found in the personal income tax certificate 2, which is provided by the employer.
In this case, the details can be found in the data point on the tax agent.

Then indicate your monthly income, you can also take them from the personal income tax certificate 2 issued by the employer.

Then enter the amount of taxes withheld.

Let's look at the property tax deduction.

Uncheck the box where the tab " provide standard deductions". Two tabs are filled if you need to get both deductions at once.
To get a deduction for purchased housing, go to the house tab, and then put it there - provide a property tax deduction.

After that, a list of real estate objects is entered. In paragraph 3 choose the method of acquiring the property.
Select the desired object name from the provided list. It can be a house, an apartment or even a room. After that, enter the owner type.
Item 6– selection of the attribute of the taxpayer. You can be the owner of the facility or the spouse or relative of the owner. Then the real estate data from the certificate of ownership is filled in.
In paragraph 7 indicate the date when the right of ownership was registered.
Paragraph 8 indicate the cost of the object, which was registered in the payment documentation.

After filling, you can select the view button - this is item 9, as well as print - 10.

Traditional filling method

To fill out the declaration, you need to download and print the form. This can be done on the FTS website.
All items are similar to the electronic version:

1. Fill out the title page. Specify TIN, adjustment number, tax period, tax inspection code. Then enter your details.
2. Sheet A is filled out, which reflects income for the year. To do this, you will need a certificate of 2 personal income tax from the employer. Information about the employer is entered, as well as the amount of income and tax.
3. Then comes sheet D 1. It indicates the code for the name of the object, the type of ownership of the object, and the sign of the taxpayer. Also, all the necessary data on the apartment are entered.
4. Sheet section 2 contains the total amount of income and the amount subject to tax, the amount of tax deductions.
5. In section 1, it is necessary to mark the number 2 under the item value of indicators. The budget classification code is indicated if a refund from the budget is required.

After filling, you need to fold all the sheets in order.

The manual filling method is much more complicated than the software one and it does not exclude errors.
With the program, you only need to install its latest version, and then set the conditions for the operation.

After entering all the data, you need to confirm the input and the application will make an independent calculation, and then generate all the completed forms that you can print.

Remember that the state imposes limits on the maximum amount you can receive. If the cost of housing was more than 2 million, then the amount of payments cannot exceed 260 thousand rubles.

If the amount is less than the maximum mark, then it will be no more than 13.
Take my advice. In the next 3 years, they will change little.

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