How to get 13 percent back for dental treatment: documents, terms

How to get 13 percent back for dental treatment? And in general, for receiving this or that medical care? These questions are of interest to many citizens. After all, the registration of the so-called tax deduction is a very profitable procedure. Why not take advantage of support from the state, if there is such an opportunity? Only this process has many features, subtleties and nuances. And if you do not take them into account, then there is no refund of 13 percent for dental treatment. You will simply be denied this service.

Who should

The first step is to find out who is generally entitled to the so-called tax deduction. This point is extremely important. After all, not all citizens have such an opportunity.

Don't be surprised if your request is refused upon presentation of any other proof of identity. This is a completely normal practice in Russia. So, first you need to prepare a passport. And after that, collect other documents for registration of a tax deduction for dental treatment.

Statement

Move on. It is worth paying attention to the fact that the tax deduction is not a mandatory payment. It is provided by the state to citizens only on demand. That is, you need a statement of the established form.

It is filled in a single copy, no copies need to be made. In the application, you will have to indicate your personal data, as well as the reason for contacting the tax authorities. It says here that you need to make a deduction for dental treatment.

Another feature of writing an application is that it is in it that the citizen prescribes the details of the account to which the money transfer is to be made. In principle, sometimes such data can be "conveyed", but often reimbursement of NFDL for treatment in this case becomes impossible. You will simply be refused. Thus, worry in advance about the availability of an account for the tax deduction. And indicate it in the application.

Income

Is 13 percent refunded for dental treatment? Yes, there is such a possibility. But only, as already mentioned, for citizens who have profits subject to income tax. These are the rules that are in effect on the territory of the Russian Federation at the moment.

The next item to consider is proof of your income. Here, the tax authorities are provided with a work book, as well as a special certificate. This is the so-called 2-NDFL form. It is taken from your employer in the accounting department. And is proof of taxable income.

By the way, the certificate must be presented in a single copy, as well as only in the original. No photocopies! Otherwise, you have every right to refuse to provide a deduction.

Declaration

The important documents do not end there. After you have taken the above "papers" with you, you will need a special declaration for the return of income tax. It is called 3-NDFL.

Unlike 2-NDFL, the declaration will be filled out by the taxpayer (that is, you) on their own. At the moment, you can either manually fill in a special form, or generate it on a computer and print it out. The second alignment is more popular.

Form and fill out the 3-NDFL form, then take up the collection of other documents. The tax return is another mandatory item. The absence of this "paper" entails a refusal to provide monetary payments by the state.

Contract

Reimbursement of personal income tax for treatment is a fairly simple process if you approach it wisely. The thing is that after collecting the above documents, you will need to present an agreement with a medical institution for the provision of services. In our case, for dental treatment.

Without an agreement with a medical organization, there is no point in applying to the tax authorities, after deduction. After all, it is this "paper" that proves the procedure. As a rule, there are no problems with the provision of an appropriate agreement. The original is required from you, but a certified copy will not hurt.

License

Any medical institution, especially a paid one, must have a license. And a copy of this document, moreover, certified by a notary, you present to the tax authorities. Usually it is not difficult to get the "paper". It is enough to simply inform your clinic that you need to make a tax deduction for dental treatment. And ask for a license from a medical institution.

What if you are refused? First, insist on your own. Nobody has the right to refuse to grant licenses to citizens from medical institutions. Secondly, if the clinic has its own official website (and almost every company has it), you can always find a license here. And already with the help of it, apply to the tax authorities, minus the treatment fee. True, it is usually enough just to ask for a license at the clinic where you entered into a contract for the provision of services. No conscientious organization will refuse you.

Receipts

Do you need a 13 percent refund for your dental treatment? The documents that were listed earlier are far from all that is required of you. To be honest, after all, you need to attach proof of payment for services. Important: your surname must be in the payment order. As well as your personal data. If someone decides to pay for the dental treatment for you, then you do not have and cannot have any rights to deduction. Consider this feature.

As a rule, a check or receipt is used as confirmation of payment for services. The original is needed. Make a copy for yourself, just in case, you can even certify it with a notary. Basically, that's all. You can contact the tax authorities with a complete list of documents, and then wait for the results.

If relatives pay

Sometimes your family will pay for your treatment. But only close ones. And in this case, you are still eligible for a tax deduction. Who are considered close relatives? The list is not too long. This includes:

parents;
spouses;
brothers and sisters;
Grandmothers and grandfathers;
children;
grandchildren.

You will need to provide any proof of your relationship. For example, a birth or marriage certificate. Only in the presence of these (both originals and copies are needed) it will be possible to issue a tax deduction for treatment.

Other

In principle, this is the end of our today's list. From now on, we know how to get 13 percent back for dental treatment. But only in Russia, very often you may be required to provide additional documents in order to receive any tax deduction. Is it legal? Not really. But you still have to "bring" the missing documents, otherwise you can forget about the deduction altogether.