How to fill out the 3-NDFL declaration yourself in 2020
Line 010 represents the total amount of funds received. As we remember from the example, over the one-year period it amounted to 300 thousand. Since the declaration form is submitted in this case for the year, this amount must be indicated.
Please note that in this article we have not covered all cases of filling out the declaration form. Different situations arise in the lives of taxpayers, therefore, the sheets required to be filled out will also change.
10 Jun 2020 lawurist7 325
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How to fill?
New form for 2020 (for reporting for 2020,2017,2018). Declaration 3-NDFL.XLS (all sheets)
When determining the tax base, if the apartment (house, plot) being sold has been owned for more than five years (from 2020), the property tax deduction in this case will be equal to the amount of income received. There is no need to pay personal income tax.
When selling property that has been owned by a taxpayer for less than 5 years, it is necessary to pay personal income tax. The size of the tax base can be reduced by the amount received by the taxpayer from the sale of property, but not more than 2,000,000 rubles. when selling a home and 250,000 rubles. from the sale of other property.
Maximum mortgage interest deduction
until 2014 it was not limited. From 2014 it will amount to 3 million rubles.
When purchasing housing and paying interest on a loan for it (new construction, residential building, apartment, room or share(s) in them, land plots provided for individual housing construction, land plots on which the purchased residential buildings are located, or a share ( shares) in them). The total amount of the property tax deduction provided for by this subclause cannot exceed 2,000,000 rubles, excluding amounts used to repay interest. Those. The amount of tax deduction for interest is unlimited.
Property deductions can be obtained for unfinished housing. Don't rush to deduct. After all, you can only get it once. And after the house is completed, it will be possible to deduct expenses not only for the purchase of real estate, but also for its completion.
When purchasing several apartments, a property deduction can be obtained for any of them.
From January 1, 2014, the property deduction can be used several times, and for several apartments in houses. And the maximum mortgage amount will be RUB 3,000,000.
TIN: you need to enter it only on the main page, on the rest it will be added automatically.
Taxpayer category codes: Code 720 - individual entrepreneur; Code 730 - notary; Code 740 - lawyer; Code 760 - other individual; Code 770 - individual entrepreneur head of a peasant (farm) enterprise
Country code: Code 643 - Russia.
Document type code: Code 21 - passport.
Tax period (code): 34 (year).
Sample of filling out the declaration 3-NDFL Title (Tax return for personal income tax (form 3-NDFL))
Sample of filling out the 3-NDFL declaration page 2
What documents must be submitted for a tax refund?
The documents that must be submitted for a tax refund can be divided into three groups:
| Tax return 3-NDFL and application (for tax refund), which must also contain the bank details of your account to which the money will be transferred to you. They can be easily prepared on the Taxation website for any region of Russia. | As a rule, the accounting department will issue you a 2-NDFL certificate from your place of work without any problems. This is a certificate in a special form, and the accounting department of any organization knows how this certificate is made. This certificate contains basic information about you (address, etc.) and data on income and tax for the period (usually for a calendar year). | You will need to make copies of documents for housing, such as a contract (purchase and sale or otherwise), a certificate of registration of title (or an acceptance certificate), a document confirming payment. |
In some cases, special documents may be required. For example, when returning a tax when part (share) of housing belongs to a child, the child’s birth certificate. Here there is a detailed list of documents and an explanation of how to prepare them - the “Bought housing” / “Documents for deduction” page. With these instructions, preparing the correct package of documents will be easy. Basically, you need to fill out a declaration and a simple application. Get certificate 2-NDFL. And make copies.
If you submit documents for several years at once, formally these are several different packages of documents. But you can submit them to the tax office in one go. Each package of documents will contain a separate declaration, application, and 2-NDFL certificate. We recommend attaching the same documents that are “common” for all years (for example, a purchase and sale agreement) only once for the first calendar year.
How to get the maximum deduction quickly and easily?
The easiest way is to quickly prepare the correct documents for the maximum refund and submit these documents with the Tax Office. With the Tax Inspectorate, the documents will be approved and you will not have to redo them. You will receive the correct documents and expert advice. And then you can choose whether to take the documents to the inspectorate yourself or submit them online.
