How much you can get back
Do you have an individual investment account (IIS)?
You can get back up to 52,000 rubles of tax you have already paid, or exempt your current investment income from tax.
Documents you will need
Documents required for the investment account deduction
- certificate of income (form 2-NDFL, obtained from your employer);
- individual investment account (IIS) opening agreement (or its equivalent, e.g., an application to join the brokerage terms);
- broker's / management company's notification of the IIS opening;
- payment document confirming the money transfer to the IIS;
- broker's / management company's report;
- passport.