How to fill out a 3-NDFL declaration in the program

How to fill out a 3-NDFL declaration in the program - instructions for filling out

To receive tax deductions (buying an apartment, medical treatment, education) and declaring your income, you must submit a declaration, which can be completed using a simple program (download on the FTS website). It facilitates the filing of a declaration:

calculates tax and deduction amounts automatically,
helps the taxpayer not to make mistakes when filling it out,
frees you from filling in the same information manually,
allows you to print the finished form on a printer.

After downloading and installing it, follow these instructions on how to correctly fill out the 3-NDFL declaration in the Declaration 2016 program.

When you start the program, a sheet appears automatically in the "Specify conditions" mode

Algorithm of actions:

Section "Type of declaration", activate the element (put a full stop in the position) "3-NDFL" (see. №1 );
Section "General information" in the line "Inspection number", press the selection button and determine the territorial inspection serving the address of your registration (a list will appear, in it you should select the required IFTS / MIFNS) ( №2 );
Section "General information" in the line "Correction number", you should put the number that corresponds to the number of previously filed declarations for the given tax year. If the declaration has not been submitted before, then "0" is put ( №3 );
Section "Sign of a taxpayer", choose the position "Other individual" ( №4 );
Section "There is income", put a tick in the box "Recorded by certificates of income of an individual ..." ( №5 );
Section "Reliability is confirmed", Accept the item" Personally "( №6 ).

Next, select the sheet "Information about the declarant" (click on the button), the tab "Personal data"

Section "Full name" fill in as indicated in the passport of a citizen of the Russian Federation, the TIN line indicate your own taxpayer identification number ( №7 );
Section "Citizenship Data" it is offered automatically, if the line is empty, then the code 643 is entered, which corresponds to Russian citizenship ( №8 );
Section "Information about the identity document" in the line "Type of document" select item 21 - Passport of a citizen of the Russian Federation ( №9 ), the rest of the lines are filled in as in the passport ( №10 ).

This is followed by a transition to the tab "Address" of the sheet "Information about the declarant"

Section "Address of residence in the Russian Federation"You should activate the element or" Residence "or" Stay "depending on the status of registration (permanent or temporary). In the OKTMO line, enter the code of your locality, which can be found in your tax office or determined by the link (www.nalog.ru/rn77/service/oktmo) ( №12 );
The address is indicated as in the passport or certificate of temporary registration ( №13 );
Section "Contact phone number»Indicate your phone number, which will be available and it will be easy to establish contact with you to resolve technical and other important issues ( №14 ).

Then the sheet "Income received in the Russian Federation" is activated

Tab "13", you need to select the position (number) of yellow color ( №15 );
Payout source window... Click on the top green plus and fill in the information about the employer (enter the data according to the lines of the window based on the information in the 2-NDFL certificate). If there are several employers, then a separate window opens for each by clicking on the "plus" ( №16 );
Window "Information about received income". Click on the bottom green plus and fill in the income data: the code that is selected from the pop-up list, the amount and the number of the calendar month. All data should be taken from the 2-NDFL certificate. For each amount, a separate window is filled in (each time click on the green plus) ( №17 );
Section "Total amounts by source of payment". The lines “Total amount of income”, “Taxable amount of income”, “Calculated tax amount” are displayed automatically. The line "Tax amount withheld" is entered manually and it usually corresponds to the indicator specified in the line "Tax amount calculated" ( №18 ).

Go to the sheet "Deductions"

Select the "Property" tab (№19 );
It is necessary to check the box “Submit property tax deduction” (see # 20);
Section "Information about objects" activate green plus ( №21 );
Object data window"At the top of the window, mark the item" Purchase and sale agreement "( №22 ), in the line name of the object, indicate the required type of real estate according to the list ( №23 ), in the line "Type of ownership" determine the corresponding position ( №24 ), in the line "Signs of a taxpayer", in the overwhelming majority, you should select "Owner of the object" ( №25 );
Object Data Window the postal address is recorded as in the certificate of ownership / in the extract from the state register ( №26 );
Position "Date of registration of ownership of a residential building, apartment ..." it is the date that is indicated in the stamp of the registrar on the agreement (or from the extract), it does not coincide with the date of the conclusion of the agreement ( №27 );
If you are a pensioner, then you need to check the box “I am a pensioner"By checking the box ( №28 );
In the field "Year in which the deduction was used" establish the original year for which the deduction is obtained. For example, if the deduction is obtained for 2016 and for the three previous years 2013, 2014, 2015, then the start year will be 2016, that is, in which the right to deduction arose, and not additional periods (for pensioners) ( №29 );
In the field "Cost of the object" indicate the amount indicated in the contract ( №30 );
Section "Calculation of property deduction" the corresponding lines are filled in according to the actual data ( №31 ):

Subsection "Data on the purchase (construction) of objects"

the line "Total cost of all objects" indicates the cost of the apartment, as in the contract, or the summed cost of all purchased objects (if the purchase was made for several dwellings);
line "Deduction for previous years", if this is the first deduction declaration, then put "0", if this is a subsequent declaration, then indicate the amount of the deduction due for the previous year (that is, the indicator that appeared in the previous declaration on sheet D1, line 2.7 . or 2.8), if there are more than two declarations for the previous periods, then the indicator of lines 2.7 or 2.8. all declarations are added up);
the line "Amount transferred from the previous period" if the declaration is primary, the value "0" is entered, if the subsequent declaration is filled in (to obtain the remainder of the deduction), then the deduction received ( accrued) in the previous tax period (this amount is indicated in the previous declaration on sheet D1 in line 2.10), the resulting difference is entered into the "Amount transferred from the previous period" and so on with an accrual total to subsequent years;
the line "Deduction from a tax agent in the reporting year" is entered the amount that was actually withheld by the employer;

Subsection "Data of interest on loans". The lines are filled in by analogy with the above-described subsection "Data on the purchase (construction) of objects".

The final stage

Press the button "Check"... A visual image will appear and you can check the accuracy of the entered data again. If some fields and lines are skipped, the program will highlight it in red ( №32 ).

By activating the button "Print", the declaration will be printed on paper ( №33 ).

How to fill out a 3-NDFL declaration in the program - instructions for filling out