How to get a tax deduction for treatment

In a civilized country, the state tries at least a little, but to ease the financial burden on its citizens. There are ways to cut spending on social needs in Russia. One of them is a tax deduction for treatment, which helps citizens in two ways at once: reduces the tax burden while simultaneously compensating for medical expenses.

The essence of the deduction for treatment and size limits

In fact, when making a tax deduction, a citizen simply returns the personal income tax paid out of earnings, calculated at a rate of 13%. And the tax is paid by the employer, and money is returned to the employee.

The tax deduction for treatment is not an exclusive benefit. In addition to it, citizens can return expenses for the maintenance of children, training, housing acquisition and much more. The full list is determined by the Tax Code. And all deductions have a limit: the size of a deduction in no way can exceed the value of the actually paid tax.

There is a restriction on the other hand. Even if a large amount of income tax is paid, the state establishes and periodically adjusts the upper lath. More than a certain amount will still not be possible.

Terms of Delivery

The social tax deduction for treatment, except for monetary borders, has also administrative conditions. It can be issued not only for yourself, but also for members of your family: parents, spouse or spouse, children under 18 years of age. However, for this, all payment documents must be written out to the person who writes the application for a deduction.

Provide such a retention can not more often than once a year. And unlike the deduction for the purchase of housing, which is issued once in a lifetime, this operation can be repeated annually. However, it is only necessary to receive medical services, pay for them, then claim a deduction, in Russian licensed medical institutions.

In addition, a special list of services and medicines has been established, the payment of which is subsidized in this way. Many citizens would not be bothered to read it more closely. The fact is that there are very useful benefits there, for example, a tax deduction for dental treatment. This includes even prosthetics, the most devastating family budget. And given that parents can return some of the tax for the treatment of children, the correction of bite and the establishment of braces will not be so burdensome. It turns out that such a correction is also included in this list.

Design: when and how

To file a tax deduction for treatment is necessary together with filing a tax return, that is, at the end of the tax period. Simply put, the calendar year. A strict list of documents that should be submitted along with the application, seems to be not. In any case, the Tax Code did not fix it. However, from practice it is known that without pre-prepared documents, it is certainly not possible to receive a tax deduction for treatment . Here is the list of required papers:

- originals of documents confirming payment for treatment or medicines (cash vouchers, counterfoils of incoming cash orders, payment orders, forms of strict accountability, etc.);

- certificate from the medical institution on the payment of services (according to the model approved by the Ministry of Health);

- insurance policy or contract with the insurance company (concluded by the applicant for a deduction);

- documents with which you can confirm the relationship of the applicant or his marital relationship with the person whose treatment is paid (in this capacity, birth certificates, marriage, etc.).

However, if the case is specific, to clarify the details you should contact your tax office. There experts will tell you everything in detail.