What taxes are pensioners exempted from

The content of the article

• Transport tax for seniors
• Land
• Property Tax for Senior Citizens
• Income Tax Benefits
• State duty exemption

After women reach the age of 55 years, and men – 60, they have privileges. Many relate to taxes: on personal income (PIT), on property, land, and transport. Only on almost every issue will you have to visit the Federal Tax Service to clarify details and fill out an application – otherwise the state will continue to demand payment.

Transport tax for seniors

Each region of the Russian Federation establishes the value of these benefits and the conditions for their receipt separately, so details should be found in the local authorities of the Federal Tax Service. This is especially important for residents of Moscow and St. Petersburg, who often fall into the list of exceptions..

Features of the transport tax for capitals:

• Moscow. There are no benefits for pensioners with a personal car. The tax does not impose a car belonging to the Heroes of the Russian Federation or the USSR, who received the Order of Glory of 3 degrees, veterans of the Great Patriotic War, invalids of military operations, prisoners of concentration camps, Chernobyl victims.
• St. Petersburg. Tax benefits for pensioners suggest a lack of payment for 1 domestic car. Another point – people aged 55 years (women) or 60 (men) do not deduct a percentage only for owning a car with an engine power of less than 150 liters. with.

If the authorities gave a privilege on the transport tax, it applies not only to the car, but also to the scooter, motorcycle, motor boat and other means of transportation. There is no need to pay for cars that the state gave to the pensioner under the social assistance program (with engine power less than 100 hp), special transport for the disabled.

Land

In all regions of Russia there is a federal tax benefit for people of retirement age according to the old parameters: 55 for women and 60 for men. After raising it, the law did not change, so in 2020 even those who did not retire have the right to receive their privileges.

Persons who have reached 55 or 60 years depending on gender receive a tax refund in the amount of funds paid for 6 acres of land. If the site does not exceed this area, you do not need to pay for it.

If it is more, the pensioner deducts to the state only for the difference between the available hundredths and exempted from tax. Example: in possession there are 10 acres, then you will have to pay only for 4.

Municipal authorities of certain regions can add their tax benefits to pensioners. From January 1, 2019, women over 55 and men over 60 are exempted from paying interest on land of no more than 25 acres in St. Petersburg. In Moscow, plots less than 1 million rubles owned by WWII veterans and Chernobyl residents are not taxed. Heroes and gentlemen of orders do not pay for 1 cottage in the property, but must do it for the rest (if any).

Property Tax for Senior Citizens

Under article 407 of the Tax Code of the Russian Federation, property payments to women over the age of 55 and men from 60 should not be made. It doesn’t matter if they work or not. Only a person is obliged to come to the tax office himself, show a certificate and write a statement to be exempted from payments – otherwise, notifications of their need will continue to appear.

The benefit applies to all types of real estate:

• Houses, apartments, garages, summer residences.
• Unfinished architectural objects, farm buildings (not more than 50 m2), car storage.

The main condition: the property must be in the ownership of a single copy. If a pensioner has 2 apartments, he will pay for 1 of them. Until November, a person must provide a statement stating which property he wants a tax exemption for. If this is not done, the state will decide for what percentage.

Buying real estate (house, apartment, land with a residential building), a pensioner is also provided with tax benefits if he continues to work. A person submits an application to receive a deduction at a rate of 13% of income for 3 calendar years. The amount of return may not exceed 2 million rubles for finished housing and 3 – for under construction.

Income Tax Benefits

For unemployed people who receive money as part of the state pension for achieving old age, everything is simple – they do not have to pay anything. The same applies to persons with a retirement pension. Social benefits (including insurance compensation and an increase to it) are not taxed, since they come from the state.

Other pensioner’s income options are not taxable:

• disability benefits;
• funds allocated for spa treatment;
• financial assistance from a former employer to someone who has the title “Veteran of Labor” (in the amount of not more than 40 thousand rubles).

Tax benefits are not available to pensioners in relation to private income. If a person decided to work or even issued an IP (individual entrepreneur), you will have to pay personal income tax with these funds. When renting an apartment with income, it is also required to deduct interest to the state. Only pensioners have the right to a tax deduction: on expenses for education, treatment. How to arrange it, they will be prompted by the Federal Tax Service..

State duty exemption

In this regard, preferences for people of retirement age are almost none. They pay for everything. The only thing the state exempted the elderly from is the state duty for going to court if the issue is related to receiving a pension, administrative or property claim. It is important that the demand for the latter does not exceed 1 million rubles. You don’t have to pay anything if the appeal is directed to a pension fund, which charges a person 5 thousand rubles. less than required by law.