Social benefits for pensioners per year. What is required. Land benefits for pensioners

Often, pensioners in Russia are not satisfied with their pension size. This forces them to save on basic goods and services necessary for life: many food products, medicine, the purchase of medicines, etc.

The Government of the Russian Federation annually takes all possible measures to solve this problem. These also include certain social benefits. Let's see what are provided benefits for pensioners in 2016.

Benefits for pensioners in 2016

The new decree will affect all people of retirement age, as well as low-income families.

Getting additional help from the government is not difficult at all. To do this, a pensioner needs to come to the local social security authority and ask a question. You must have all the required documents with you.

The state can provide assistance in various areas of life for certain categories of citizens, but pensioners in 2016 are entitled to a number of basic benefits.

Public utilities. Today, the cost of housing and communal services is incredibly high, so pensioners are forced to pay almost half of their pension for them. In this case, the state makes concessions and can reimburse the pensioner for payment of some utility bills. This subsidy applies to both residential apartments and private houses. For example, for pensioners who have their own home, the state can cover the costs of raw materials for stove heating.
Taxes on transport, land and real estate for individuals. To take advantage of these benefits, the pensioner needs to talk to the tax authorities.
Transport. The use of public transport can be free for people of retirement age if they seek support from the appropriate authority. For residents of the Far North, benefits are provided for one free ride per year to a vacation spot and back.

Conclusion

There are many other areas where the state has the right to provide support to pensioners in need. For example, in some regions you can get benefits for dental treatment in dentists. Pensioners living alone have the right to social assistance in the form of cleaning the house or buying groceries. Every person of retirement age can find out from the social services of their city what they are entitled to benefits for pensioners in the coming year.

It is increasing, which is good news, but information has recently appeared that metro benefits for Moscow pensioners will soon be cancelled.

The distribution of benefits is influenced by the following factors:

the pensioner's work experience;
his age;
location;
status (if there is one).

At the moment, metro travel for Moscow pensioners is discounted, but some changes are coming.

Why are there plans to cancel benefits for pensioners in Moscow and the region? The transport support system is designed in such a way that a pensioner can use transport for free - for it the state compensates for the costs incurred by the carrier.

Now, it seems, the same system is in effect, but it has failed. And all because the authorities of the Moscow region decided that they would not be able to compensate carriers this year for 4 billion rubles, which came up in excess of the planned norm.

A citizen who has reached the age of 60 can become a pensioner. For the female half of the population, the retirement age is 55 years. Read more about what the retirement age is in Russia now and whether it will increase in 2017.

Main current privileges for pensioners:

Working citizens who have retired are not required to work two weeks to be fired.
Additional leave is not paid but must be provided upon request.
Some categories of citizens of retirement age who do not work are eligible for reimbursement of sanatorium and resort vouchers. How can a pensioner get a ticket to a sanatorium for free?
Providing loans and some other operations.
There is no need to pay income tax on benefits, pensions, funds allocated for sanatorium treatment and medications.
Liberation from (list of items may vary).
Benefits for housing and communal services.

As for free travel on public transport in the Moscow region, only some pensioners received the right to the benefit - these are disabled WWII participants and their close relatives.

Travel benefits remain only for those pensioners who earn an income below the subsistence level and require treatment in the capital. Therefore, travel around the region remains free for such categories of persons.

About the cost of living for a pensioner in Moscow in 2016.

Will free travel be brought back in 2017?

It is still difficult to say whether we can expect the return of travel benefits for pensioners in the Moscow region. Most likely, this will not happen in 2017, but deputies of the Communist Party faction promise to make amendments to the 2017 budget.

Reportedly, deputies plan to facilitate a partial return of benefits to pensioners in the form of providing 10 free trips on any public transport of a city or regional scale to choose from (with some exceptions).

It is assumed that in order to receive the benefit you will need to receive special coupons every month. However, in order for the benefits to be returned, it is necessary to allocate three billion rubles from the treasury, which is currently impossible.

At the federal level, there are not many benefits left that pensioners can take advantage of. But it’s useful to know about them because almost all “bonuses” from the state can only be received if you apply for them. The “declarative principle” applies - if you don’t ask, you won’t receive. We are talking about some tax breaks, reimbursement of travel expenses to the vacation spot of northern pensioners, as well as additional leaves for pensioners who continue to work. There are also benefits at the regional level, but we will talk about them next time. In the meantime, learn more about the guarantees provided by federal legislation.

1. “Zero” property tax

A great help to pensioners in our country is exemption from property taxes.

Who should

This benefit is provided to both non-working pensioners and those who continue to work.

“A pensioner receiving a pension assigned in the manner established by the pension legislation of the Russian Federation is exempt from paying property tax if he owns it,” says the Tax Code (Article 401, paragraph 10, paragraph 1, paragraph 4 of Art. 407 of the Tax Code of the Russian Federation).

You can apply for a property tax deduction at the tax office at your place of residence.

Terms of service

The tax is zeroed for the following types of real estate:

apartment or room;
House;
garage or parking space in a shared garage;
premises used as creative workshops, ateliers, studios, non-state museums, galleries, libraries;
utility buildings whose area does not exceed 50 square meters. m and which are located on land plots provided for private farming, summer cottages, and individual housing construction.

The benefit is provided in respect of one taxable object of each type.

If, for example, a pensioner owns an apartment, a house and a garage, he is fully exempt from paying tax on all this property. And if a pensioner has two apartments and a house, then he has the right to a tax break for the house, as well as only for one of the apartments. You will have to pay tax for the second apartment.

Where to go and how to get it

An application for a tax benefit and a document giving the right to receive it must be submitted in person to the tax office at the location of the property (clause 6 of Article 407 of the Tax Code of the Russian Federation). The document confirming the right to the benefit is a pension certificate.

Note!

If, as of December 31, 2014, you were granted a property tax benefit in accordance with Law No. 2003-1 dated December 9, 1991, then you have the right not to re-submit to the tax authority an application and documents confirming the right to the benefit (Part 4 of Art. 3 of the Law of October 4, 2014 No. 284-FZ).

If a pensioner is the owner of several taxable objects of the same type (for example, three apartments), before November 1 of the calendar year in which he received the right to the benefit, he must submit an application to the tax office and indicate which apartment the tax should not be levied on. That is, the owner himself chooses the property to use his right to the benefit. It is clear that it is beneficial for him to “exempt” the most expensive apartment from tax, but there may be some other considerations.

Almost all benefits are of an “application” nature, which means that you need to apply for them and write an application

True, if the owner does not submit such an application to the tax authorities, they themselves are automatically obliged to “zero out” the tax on the object for which they had to pay the most (clause 7 of Article 407 of the Tax Code of the Russian Federation).

2. If real estate appears

This benefit is relevant, unfortunately, only for working pensioners who receive a salary and, therefore, pay income tax (such tax is not levied on pension payments in our country). But it can also be used by non-working pensioners who recently retired and had income (still worked) in previous years before purchasing real estate.

The benefit is that the pensioner has the right to carry over the balance of property deductions for personal income tax to previous tax periods.

Who should

For example, a pensioner bought or built a house or other real estate. After registering ownership, he can return part of the money spent through a property tax deduction. Simply put, you will be partially refunded the amount of income tax paid before you became the owner of the property.

Terms of service

A property deduction can be obtained if:

a residential building, apartment, room was built or purchased;
share(s) in any of these types of real estate;
purchased a plot of land for individual housing construction;
the land plot on which the purchased residential building is located (or a share in it) is purchased.

In addition, property deductions apply not only to expenses associated with the purchase or construction of real estate, but also to the payment of interest on relevant targeted loans (loans).

If the owner has a house, an apartment, and a garage, he is exempt from property tax on all real estate properties

It is allowed to receive a deduction for three tax periods (in other words, three years) preceding the period in which the carryover balance of property deductions was formed (clause 10 of Article 220 of the Tax Code of the Russian Federation).

How much money will be returned

The amount of property deduction depends on the amount of expenses for the purchase (construction) of housing and the amount of interest paid on the loan taken for the purchase or construction. In this case, the maximum deduction amount cannot exceed 2 million rubles. and 3 million rubles. (Clause 1, Clause 3, Clause 4, Article 220 of the Tax Code of the Russian Federation).

Important detail: limit of 3 million rubles. property tax deduction for the cost of paying interest on a loan taken for the purchase (construction) of housing is applied to loans received from 01/01/2014 (clause 4 of article 2 of Law dated 07/23/2013 No. 212-FZ).

3. Exemption from income tax

Personal income tax is not charged on some pensioner income.

Not subject to taxation:

the amount of pensions under state pension provision, insurance pensions, a fixed payment to the insurance pension (taking into account its increase) and funded pension;
social supplements to pensions paid in accordance with the legislation of the Russian Federation and the legislation of the constituent entities of the Russian Federation (clause 2 of Article 217 of the Tax Code of the Russian Federation);
the amount of payment at the expense of the organization’s own funds for the cost of sanatorium vouchers, as well as the cost of treatment and medical care for former employees who retired due to disability or old age (clauses 9, 10 of Article 217 of the Tax Code of the Russian Federation);
gifts, amounts of financial assistance provided by employers to their former retired employees;
the amount of payment (reimbursement) for the cost of medicines by employers to their former employees (age pensioners).

In some regions, pensioners are exempt from transport tax. Photo: Reuters

For each of these grounds, the amount of tax-free income is no more than 4,000 rubles. for the calendar year (clause 28 of article 217 of the Tax Code of the Russian Federation).

4. Additional leave

We are talking about unpaid leave provided to working pensioners.

Who should

The employer is obliged, at the request of the employee, to provide leave without pay (Article 128 of the Labor Code of the Russian Federation):

participants of the Great Patriotic War - up to 35 calendar days a year;
for working old-age pensioners (by age) - up to 14 calendar days per year;
for working disabled pensioners - up to 60 calendar days per year.

5. If you need to go on vacation

Compensation for travel costs to and from your vacation spot

Who should

According to the federal law on guarantees for northerners, compensation is provided to non-working pensioners who receive an old-age or disability insurance pension and live in the Far North or equivalent territories (Article 34 of the Law of February 19, 1993 No. 4520-1).

Terms of service

Travel is paid once every two years and only within the territory of Russia.

Where to go and how to get it

The benefit is provided by the territorial body of the Pension Fund of the Russian Federation, so you need to contact your Pension Fund branch at the place of residence where your pension file is located.

There are two options for receiving compensation: directly receive tickets or first buy them yourself, and then return the money spent (clauses 2, 3, 6 of the Rules for compensation of expenses for paying the cost of travel to pensioners, approved by Decree of the Government of the Russian Federation of April 1, 2005 No. 176) .

You can also contact the Pension Fund through the MFC.

How to apply

1. If you want to receive travel tickets in advance, before departure, you will need to document your upcoming stay in a sanatorium, holiday home, camp site or other holiday destination. Such a document can be a voucher, course, accommodation agreement, etc.

2. You can also receive monetary compensation after your vacation. In this case, you will need to attach air or train tickets to your application for reimbursement of travel expenses.

There are no restrictions on carriers: these can be both state and private transport companies. But only tickets for travel within the territory of Russia, including Crimea, are paid (clauses 7, 9 of Rules No. 176; clauses 13, 19 of the Administrative Regulations, approved by Order of the Ministry of Labor of Russia dated October 22, 2012 No. 331n).

6. State social assistance

State social assistance is provided to pensioners whose average income does not exceed the subsistence level established in the region where they live. General rule: monthly social supplement to pension up to the level of the regional subsistence minimum if the pensioner does not work. In addition, the law specifies certain categories of citizens who have the right to receive such assistance (Article 7 of Law No. 178-FZ of July 17, 1999).

State social assistance is assigned on the basis of a pensioner’s application by a decision of the social protection authority at the place of residence or place of stay of the pensioner. Some types of social assistance are prescribed by the territorial bodies of the Pension Fund (Parts 1, 2, Article 8 of Law No. 178-FZ of July 17, 1999). We will tell you more about this in other issues of the Useful Book.

7. Regional benefits

There are other tax and “material” benefits for pensioners, which may be established by regional or local legislation. For example, benefits for paying transport tax (Article 356 of the Tax Code of the Russian Federation), benefits for paying land tax (clause 2 of Article 387 of the Tax Code of the Russian Federation), benefits for paying for public transport, paying for utilities and others. We will also talk about this in more detail in the “Useful book” section.

The material was prepared based on materials from the Pension Fund of the Russian Federation, the Ministry of Labor of the Russian Federation, the Federal Tax Service, using the ConsultantPlus information system

Specifically

Example of calculating property deduction

Let’s say a pensioner, including a working person, purchased and registered ownership of a house worth 2 million rubles in 2016. The total amount of the property deduction due to him will be this amount - 2 million rubles.

This means that the tax service can return to him the amount of income tax paid on his income in the amount of 2 million rubles. Since the income tax rate is 13%, the refundable amount will be 260 thousand rubles. (RUB 2,000,000 x 0.13).

Let’s say the income (salary) of the property owner will be 300 thousand rubles in 2013, 320 thousand rubles in 2014, 410 thousand rubles in 2015, 508 thousand rubles in 2016. Consequently, a pensioner in 2017 will be able to receive a deduction for 2016, and transfer the balance to 2013, 2014 and 2015 in the full amount of available income.

He is entitled to a refund of 200 thousand rubles. or, respectively, for the indicated years: 39 thousand rubles. (RUB 300,000 x 0.13), RUB 41.6 thousand. (RUB 320,000 x 0.13), RUB 53.3 thousand. (RUB 410,000 x 0.13), RUB 66 thousand. (RUB 508,000 x 0.13).

The balance of the deduction in the amount of 462 thousand rubles. (2,000,000 rubles - 508,000 rubles - 410,000 rubles - 320,000 rubles - 300,000 rubles) the pensioner will be able to use in the future if he has income taxed with personal income tax at a rate of 13% (clause 3 of Art. 210, clause 9 of article 220 of the Tax Code of the Russian Federation).

Useful phone numbers:

Russian Pension Fund Consulting Center: 8-800-775-54-45 ;

Contact center of the Federal Tax Service of the Russian Federation: 8-800-222-22-22 , it will redirect you to the help desk of the region where you live;

How will social benefits increase for disabled people, Afghans and other beneficiaries? How much will families with children receive? How to apply for a discount on transport and land taxes? The answers to these and other questions are in our upcoming issues of the "Useful Book".

In this material we will get acquainted with the what are the benefits for pensioners in 2016 provided by the authorities, as well as for which categories of people of retirement age they will apply. In addition, we will consider what travel benefits, housing and utility benefits will be available, what awaits veterans, and what tax breaks will be in effect for pensioners in 2016.

Any state is obliged to ensure that people who have reached retirement age live in comfort and have decent conditions. It is with the aim of supporting pensioners that a new system of various benefits is developed every year or the existing one is adjusted, which extend to the main areas of life. So, what categories of the population can apply for pension benefits, and what they will need for this, we will consider further.

Every citizen who applies for a benefit for pensioners must first contact the local authorities that deal with social protection issues and submit an application. The mere fact that a person has reached a certain age or length of service is not enough; you must collect documents and personally declare that you are entitled to receive benefits.

All benefit recipients are classified according to two groups - the regional benefit contingent and the federal one. The federal contingent of beneficiaries includes:

All WWII veterans;
Veterans of other military operations;
Citizens who lived on the territory of Leningrad during the siege;
Women whose husbands died during the Second World War;
Citizens who have suffered from radiation effects;
Families of military personnel who died in service;
Citizens who suffer from disabilities.

The categories that are classified as regional beneficiaries are formed in each federation separately, as precisely as the amount of material payments that they will receive. The financial condition of the region itself has a great influence on the list of such preferential contingent and on how much the benefit will be for pensioners. The values of pension benefits that are due to citizens upon reaching age, length of service for internal affairs employees and pensioners who were military personnel change most often. In order to obtain complete information about what benefits are provided in a particular region and how much they amount, it is better to contact the authorities that deal with social protection issues at the place of registration. If a relative is caring for a pensioner whose age is over eighty years old, then he also has the right to receive social benefits and benefits.

Tax benefits for pensioners.

All categories of citizens who have reached retirement age have preferential conditions for paying property taxes. Regardless of how much real estate a pensioner owns, be it apartments, summer cottages or garages, he has the right not to pay tax obligations on real estate. However, it is worth considering that it is also necessary to fill out an application and submit it to the tax authorities, while having with you an identification document and a pensioner’s card. If you need a pensioner's exemption on real estate, you will have to submit an application once every three calendar years. For citizens who retired, for example, in the middle of the year, they will have to pay part of the property tax until they retire. In this case, it is also necessary to submit an application to the tax authorities, where the date of retirement must be indicated in order for tax liabilities to be recalculated taking it into account.

Benefits for pensioners in 2016 also apply to vehicles, but there is one caveat here. You can reduce your tax payment on just one vehicle. If a pensioner owns two or more cars, then they will have to pay the full amount of tax obligations. It is impossible to talk about any amount established for all vehicle owners, since this tax is of a regional type. Hence, in each region, it is installed in different sizes, the same. as well as a benefit for pensioners on its payment. For example, in St. Petersburg, those vehicles that have less than one hundred and fifty horsepower are not taxed; in Moscow, there are basically no benefits, but in Novosibirsk they amount to twenty percent of the total tax rate. To receive transport benefits, a pensioner must also complete and submit an application.

If we talk about the land tax, it is also established in the format of a regional tax obligation, so it can have different meanings in each federation. Both pensioners who continue to work and those who are individual entrepreneurs are entitled to benefits.

Preferential travel on public transport for pensioners.

Since travel costs often take up a significant part of the budget of citizens of our country, preferential conditions are also provided for people of retirement age in this area. They are regional in nature, which means that they may be different in each federation. In some of them, people of retirement age have the right to free travel on city public transport, while in other regions only a reduction in the price of the coupon by a certain percentage is provided. The ways in which a pensioner can receive his well-deserved benefit also differ. Sometimes it is enough just to show the inspector your pensioner’s ID; in some regions they require you to officially issue a transport discount card, and sometimes a social card. Such documents are not valid for minibus taxis. And according to the rules established in St. Petersburg or Novgorod, people of retirement age must purchase a special coupon for reduced travel. In Moscow, a pensioner must apply for a special social card. Those categories of beneficiaries who are recognized by the federal group are offered either free use of commuter trains or a discount on travel. That. the extent to which such benefits are provided for pensioners can be found out in the department of social protection authorities, which is located at the place of registration of the pensioner. Some regions give pensioners the opportunity to purchase tickets for long-distance trains and air flights, taking into account pension benefits. In order for a pensioner living in the extreme northern territory of the country to receive the required benefits, he should also contact the pension fund at his place of registration. Then he will be able to benefit from compensation for the costs of a vacation in a sanatorium or resort medical building.

Providing benefits for utilities.

Benefits for utilities are also provided by the authorities of our country for people of retirement age. In order to reduce the amount of your monthly payment, you can take advantage of a subsidy. According to experts, the total amount that a family pays for utilities should not be more than twenty-two percent of total income. If it turns out that the amount exceeds the established limits, the state will give you a subsidy. It can also be issued if the income for each family member is less than the minimum subsistence level. In addition to these rules, there are also preferential conditions for paying utility bills for certain categories of residents of the country. For example, benefits for labor veterans in 2016 will allow paying only half the cost of housing and communal services, and pensioners who are single or families of retirement age will not have to pay for garbage collection. In order to become familiar with the amount of benefits that the subsidy will provide, as well as to register them, you should contact the social protection authorities at your place of registration.

Benefits for veterans.

There is a separate law on veterans' benefits, which regulates this area of work of social protection authorities. All combat veterans, as well as labor veterans, are entitled to additional payments, the amount of which is established by the authorities. What this amount will be depends directly on the receipt of other benefits by the veteran. Let’s say that if a war disabled person enjoys the right to receive free medicines, he will receive 3568 rubles 79 kopecks. If the veteran does not take advantage of the medication benefit, he will receive more material resources: 4247 rubles 84 kopecks. There are other benefits for veterans, such as free medical support, which includes dentistry, or preferential payment terms for telephone services. But it is worth considering the fact that many benefits are of a regional nature, so the benefits that exist in one region may not be available in another. If we talk about the capital, then here veterans can use any type of public transport for free, pay only fifty percent of the established tariffs for utilities, benefit from free prosthetics, and also annually have the opportunity to go on vacation to a sanatorium for free. If we talk about other regions and cities, for example Penza, here travel for veterans is not free, but only a small discount is provided, but a pensioner will be able to use a train or electric train on preferential terms only on a holiday or weekend. There is also no possibility of free prosthetics. In Nizhny Novgorod, veterans have the opportunity to visit sanatorium resorts only once every two years and only during a specified period. There is also a discount on travel, but there is no free prosthetics.

These are the benefits for pensioners in 2016, taking into account the latest amendments and laws.

If you know your rights, you can get back part of the money spent on purchasing real estate through a property tax deduction. Photo: Photoxpress.ru At the federal level, there are not many benefits left that pensioners can take advantage of. But it’s useful to know about them because almost all “bonuses” from the state can only be received if you apply for them. The “declarative principle” applies - if you don’t ask, you won’t receive. We are talking about some tax breaks, reimbursement of travel expenses to the vacation spot of northern pensioners, as well as additional leaves for pensioners who continue to work. There are also benefits at the regional level, but we will talk about them next time. In the meantime, learn more about the guarantees provided by federal legislation.

1. “Zero” property tax

READ ALSO

A great help to pensioners in our country is exemption from property taxes.

Who should

This benefit is provided to both non-working pensioners and those who continue to work.

You can apply for a property tax deduction at the tax office at your place of residence.

Terms of service

The tax is zeroed for the following types of real estate:

apartment or room;
House;
garage or parking space in a shared garage;
premises used as creative workshops, ateliers, studios, non-state museums, galleries, libraries;
utility buildings whose area does not exceed 50 square meters. m and which are located on land plots provided for private farming, summer cottages, and individual housing construction.

The benefit is provided in respect of one taxable object of each type.

READ ALSO

Where to go and how to get it

Note!

Almost all benefits are of an “application” nature, which means that you need to apply for them and write an application

2. If real estate appears

READ ALSO

The benefit is that the pensioner has the right to carry over the balance of property deductions for personal income tax to previous tax periods.

Who should

Terms of service

A property deduction can be obtained if:

a residential building, apartment, room was built or purchased;
share(s) in any of these types of real estate;
purchased a plot of land for individual housing construction;
the land plot on which the purchased residential building is located (or a share in it) is purchased.

In addition, property deductions apply not only to expenses associated with the purchase or construction of real estate, but also to the payment of interest on relevant targeted loans (loans).

If the owner has a house, an apartment, and a garage, he is exempt from property tax on all real estate properties

How much money will be returned

3. Exemption from income tax

Personal income tax is not charged on some pensioner income.

Not subject to taxation:

the amount of pensions under state pension provision, insurance pensions, a fixed payment to the insurance pension (taking into account its increase) and funded pension;
social supplements to pensions paid in accordance with the legislation of the Russian Federation and the legislation of the constituent entities of the Russian Federation (clause 2 of Article 217 of the Tax Code of the Russian Federation);
the amount of payment at the expense of the organization’s own funds for the cost of sanatorium vouchers, as well as the cost of treatment and medical care for former employees who retired due to disability or old age (clauses 9, 10 of Article 217 of the Tax Code of the Russian Federation);
gifts, amounts of financial assistance provided by employers to their former retired employees;
the amount of payment (reimbursement) for the cost of medicines by employers to their former employees (age pensioners).

In some regions, pensioners are exempt from transport tax. Photo: Reuters

For each of these grounds, the amount of tax-free income is no more than 4,000 rubles. for the calendar year (clause 28 of article 217 of the Tax Code of the Russian Federation).

4. Additional leave

READ ALSO

We are talking about unpaid leave provided to working pensioners.

Who should

The employer is obliged, at the request of the employee, to provide leave without pay (Article 128 of the Labor Code of the Russian Federation):

participants of the Great Patriotic War - up to 35 calendar days a year;
for working old-age pensioners (by age) - up to 14 calendar days per year;
for working disabled pensioners - up to 60 calendar days per year.

5. If you need to go on vacation

Compensation for travel costs to and from your vacation spot

Who should

Terms of service

Travel is paid once every two years and only within the territory of Russia.

Where to go and how to get it

You can also contact the Pension Fund through the MFC.

How to apply

2. You can also receive monetary compensation after your vacation. In this case, you will need to attach air or train tickets to your application for reimbursement of travel expenses.