How to calculate the amount of special deduction items

Mondo Social Updated on 2024-02-04

The calculation of the amount of special deduction items involves the calculation of individual income tax, which is a very important knowledge point for the majority of taxpayers. According to the Individual Income Tax Law of the People's Republic of China, there are six special deductions: children's education, continuing education, serious illness medical treatment, housing loan interest, housing rent and support for the elderly. This article will introduce the calculation method of each special deduction amount in detail.

1. Special deduction for children's education.

The special deduction for children's education means that taxpayers can deduct it according to the standard of 1,000 yuan per month for each child when calculating individual income tax. The specific calculation method is as follows:

1.The amount of special deduction for children's education is equal to the standard of 1,000 yuan per child per month multiplied by the number of months the child has been educated.

2.The number of months of a child's education is counted from the month in which the child is enrolled in full-time academic education until the month in which the child graduates.

3.If the child receives part-time academic education, the deduction will be based on the standard of 400 yuan per month.

2. Special deduction for continuing education.

The special deduction for continuing education means that taxpayers can deduct the expenses for continuing education when calculating individual income tax in accordance with the prescribed standards. The specific calculation method is as follows:

1.The amount of special deduction for continuing education is equal to the amount of continuing education expenditure, but the amount deducted per year does not exceed 4,800 yuan.

2.If the taxpayer has participated in continuing education for academic qualifications (degrees), the deduction can be made at the rate of 400 yuan per month.

3.If the taxpayer participates in the continuing education of vocational qualifications for skilled personnel, it can be deducted according to the standard of 3,600 yuan per year.

3. Special deduction for serious illness medical treatment.

The special deduction for serious illness medical treatment means that taxpayers can deduct the expenses used for serious illness medical treatment when calculating individual income tax in accordance with the prescribed standards. The specific calculation method is as follows:

1.The amount of special deduction for serious illness medical treatment is equal to the amount of medical expenses actually incurred, but the maximum amount is not more than 80,000 yuan.

2.Taxpayers need to provide medical expense settlement documents and medical insurance reimbursement vouchers to declare and deduct.

4. Special deduction of housing loan interest.

The special deduction of housing loan interest means that taxpayers can deduct the interest expenses used to repay housing loans when calculating individual income tax in accordance with the prescribed standards. The specific calculation method is as follows:

1.The amount of special deduction for housing loan interest is equal to the actual monthly mortgage interest paid.

2.Taxpayers need to provide housing loan contracts and bank interest receipts and other materials to declare and deduct.

5. Special deduction for housing rent.

The special deduction for housing rent means that taxpayers can deduct the expenses used to pay housing rent when calculating individual income tax in accordance with the prescribed standards. The specific calculation method is as follows:

1.The amount of the special deduction for housing rent is equal to the actual rent paid each month.

2.Taxpayers need to provide information such as housing lease contracts and proof of rent payment to declare deductions.

6. Special deduction for supporting the elderly.

The special deduction for supporting the elderly means that taxpayers can deduct the expenses used to support the elderly when calculating individual income tax in accordance with the prescribed standards. The specific calculation method is as follows:

1.The amount of the special deduction for supporting the elderly is equal to the standard of 2,000 yuan per month, but it is only limited to supporting one elderly person who has reached the age of 60.

2.If the taxpayer supports multiple elderly people at the same time, the deduction will be superimposed according to the standard of 2,000 yuan per month.

3.Taxpayers need to provide information such as the identity certificate and proof of support relationship of the elderly person to declare and deduct.

The calculation of the amount of special deductions involves a number of aspects, including children's education, continuing education, serious illness medical treatment, housing loan interest, housing rent and support for the elderly. When declaring individual income tax, taxpayers should accurately calculate the amount of special deductions in accordance with the prescribed standards, and provide corresponding supporting materials for declaration and deduction to ensure that their legitimate rights and interests are protected. At the same time, taxpayers should also pay attention to policy changes and keep abreast of the latest individual income tax regulations and policies in order to better understand and grasp the relevant regulations.

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