How to File Income Tax Return for Mutual Funds | Tax on mutual funds in India | Mutual Fund Taxation
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- เผยแพร่เมื่อ 14 ต.ค. 2024
- How to File Income Tax Return for Mutual Funds | Tax on mutual funds in India | Mutual Fund Taxation
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Topics Discussed in the video :
1. How to file income tax returns for mutual funds
2. Tax on debt mutual funds
3. Mutual fund itr filing
4. Mutual fund income tax rebate
5. Mutual fund tax tamil
6. ITR 2 capital gains
7. Mutual fund taxation in india
8. Mutual fund taxes explained
9. Mutual fund tax filing
10. Short term capital gains tax calculation
11. How to File Income Tax Return for Mutual Funds on New Income Tax Portal
12. How to File Income Tax Returns for Mutual Funds | Mutual Funds Taxation
#ltcgtaxonmutualfund #InvestechGurukul #taxonmutualfundsinindia
#mutualfundtaxationinIndia #mutualfundtaxesexplained
#HowtoFileIncomeTaxReturnforMutuaLFundsonNewIncomeTaxPortal
▒▒▒░░ DISCLAIMER ░░░▒▒
All Video of 'Investech Gurukul' are for education and information purpose only. The videos should not be considered as investment advice or as a recommendation.The user must perform a self-assestment before investing.
This is our personal view and mutual funds and equity investments are subject to market risk. Please read all offer documents before investing.
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Bhaiya Tax toh sebi alredy le leti hai jab redeem krte hai fir baad mein bhi ITR dena padega
आपकी मेहनत को सलाम..सर जी subscriber कम ज्यादा होने से कोई बड़ा छोटा नहीं होता..आपके जितना अच्छा से तो कोई भी बताता..
dhanyavaad sir
day by day ITR is getting really confusing. Taxation on mutual funds is the worst thing ever done by govt. Seems like govt. dont like people increasing their wealth.
yes
Sir aapki Video or education message bhut bhut accha hai or aapk Jis tarike se samjhate ho bhut accha laga mujhe
I support you and share your all videos, thank you so much, sir🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏
Really a much better explanation about ITR provides full knowledge on STCG and LTCG on shares.
REALLY UR VERY GENIUS & DOWN TO EARTH, GOD BLESS YOU
Is video se bahut Kuchh sikhane Ko Mila Hai Aise question Hamare bhi man mein a raha tha
आप बहुत ही अच्छी जानकारी देते हैं बहुत-बहुत धन्यवाद I सर मैं यह जानना चाहता हूं शेयर बेचने पर मेरे को फायदा हुआ उस राशि से मैंने घर खरीद लिया I तो क्या मुझे इस फायदे पर टैक्स देना होगा
ha sir jarur dena hoga
Thank you for the nice video. You told that while filling for LTCG, we need to select the date of procurement as after 31 January 2018. What is the mutual fund is procured before 31 January, 2018. I feel this aspect also should be covered in the video. Thank you again
Bahut hi badhia jankari..... Mujhe information chahiye tha. Mutual fund main invest karte aur ismain jo capital gain hain use kaise IT return main kaise show kare.
Dhanyavaad sir..
Sir ji kya swp bhi gains me aati hai ? Aur yeh bhi income tax ke under aati hai ?
Thanks, this video is informative.
Please tell how to treat LTCG with indexation and LTCG without indexation during ITR filing
Hello sir, Share का capital gains ITR2 मे enter करने के लिए एक special video slow speed मे please बनाए... Thanks
C. Vaghela Sir , yours all vedio for toch and such are very nice . I have start 5 sip each 2 thousand 27/3/2016and closed 30/4/2019 and also purchase 3 M/f each 3 thousand on 25/1/2017 and all sip and m/f I swecth (sale ) on 20/11/2022 so for LTCG weach option I have to select before 31/01 /2018 or after 31/01/2018 please answer me thanks .
Very very nice method of explaining, clear Voice,full knowledge and continuity in speech.
Bhut mehnat ki h apne vedeo banane me bhi aur humko Samjhaaane me bhi 😊😊😊🎉 carry on 🎉🎉🎉
Thanks Sir..We are coming back..Stay Tuned
Sir, for the case when you have redeemed funds from different fund houses, say UTI, Nippon, SBI, HDFCetc. And you have say 4 differnt capital gain statements from 4 Fund houses. Also it can happen, that you have reedem 3 funds in UTI, 5 funds in Nippon so on... so would you put all tototal of UTI, total of Nippon...
Do you have to add detail separately 4 times for 4 fund houses?
OR you can put consolidated LTCG based on Before 2018 & After 2018.
Thanks a lot give us nice info your speech is very nice and good understand to every one
Sir apke video bahut help full hai mera ek question hai meri salary 24 lac yearly hai jispe mai alerady 30 percent pay krta hu and mera mutual fund gain bhi 6 lac hai to ispe mutual fund pe 30 percent tax lagega ya 10 percent hi lagega please help for this
This video is need of every individual coz now most of them are investing in MF. Guys pl follow this channel n see this video. It's in detail in every aspect.
thank you
Hi Sir,i bought mutual fund in 2017 and sold last year.Can i choose before jan 2018 in LTCG?If yes,then how do I find the numbers etc please
Please add LTCG,STCG filling for DEBT Mutual Funds for this Current Year.
Sir, thank you so much for sharing the knowledge. It helped me in filling ITR-2 ( first time).
Sir, I have one query, If I re-invested the Capital Gain (Short/Long term) then also do I need to pay Tax on Capital gain or part of capital gain re-invested is exempted.
Good show bro. You can go ahead with one more example where the total income of the assessee is Rs. 7.00 lacs and this guy has made a STCG of Rs. 25000/- and a LTCG of Rs. 2.00 Lacs. It will then make more sense. Thanks.
You are great not small man good information Thanks sir
Thanks and welcome
Hi sir, it was very informative. Thank you so much for making it so simple..
I got one question if you can,, if a person falls under 30% tax bracket and make long term capital by selling mutual fund but keep it below 1 lakh is that still exempted from Tax or since the person under 30% tab profit from mutual fund sell will be added to his regular Income and will be charged as per tax slab??
Thank-you, I was looking for question 5.
Very nice information and analysis about mf LTCG , STCG. THANKS
ITR 4 me mutual fund ka file return ka video banaiye sir plz. Ek baat aur ITR 4 ka bhi detail hona chahiye kiske liye hai sath me hona chahiye.
सर ये बताइए, sallery 12 lakh है or LTCG 2 लाख he, to sallery par slab se tax लगेगा, or 2 लाख LTCG he us par 10% LTCG लगेगा, or ye 2 लाख 12 लाख me bhi club hoga or pure amount par slab se tax लगेगा ya, stock ke capital par ek bar hi 10% tax lagega
अगर टोटल टैक्सेबल इनकम 468000 है बिना ltcg के और elss को redeem करने पर 30000 का प्रॉफिट आता है तो टोटल इनकम 498000 हो जाएगी तो टोटल टैक्स 0 ओर यदि 498000 हो तो क्या 30000 जुड़ कर 528000 हो जाएगी जो taxable होगी ,ltcg 1लाख से कम होने पर भी ग्रॉस सैलरी में जुड़ेगा या अलग से रहेगा
Bht din se ye mera man me tha, aj answer mil Gaya 😊
Very informative and analytical video.
Thank you very much for such a wonderful analysis..
Welcome Sir
Sir, this is the greatest video that I have ever seen on ITR. I had these questions earlier but couldn't find my answers anywhere. But now I have got all my answers. Thanks a lot. Hope you keep making such informative videos.
I have liked and subscribed to your channel.
You are most welcome
If we had invested in two different equity mutual funds for more than 1 year and profits from each is less than 1 lakh but total profit(profit of both) is more than 1 lakh then we have to pay ltcg tax Or any tax Or not?? Please tell
One question, if I have not derived the income from mutual fund but have switched shall it be income from capital gain
Sir, kindlly make video on ITR filing of STCG & LTCG on DEBT mutual funds
sure
Very Good and informative Video. Appreciate your efforts to educate people.
One query:
I have earned 80000 through equity MF redemption and 32000 from stock selling. Both were purchased 2 year earlier and sold now. Will 1lac LTCG benefit apply separately on MF and stocks or need to consolidated both gain. How much will be taxable here.
no..1 lac as a whole (any type of cap gain) - watch this - th-cam.com/video/JxWv580YcGM/w-d-xo.html
When someone selling shares after 1 year, that include "Capital" and "Profit". After selling more than Rs.1 lakh of shares how it is determined that which amount is profit and which amount is capital? To calculate LTCG total selling value or beyond Rs.1 lakh should be taken ?
I think this video will help,u can use the given example while selling ur shares - th-cam.com/video/JxWv580YcGM/w-d-xo.html
नमस्कार,
सर में सैलेरी पर्सन हु और मैने मेच्युल फंड में भी प्रॉफिट किया है तो कौन सा ITR भरना होगा और मुझे जो प्रॉफिट कमाया है उसे dedication me bata sakata हु। मेरी सैलेरी और प्रॉफिट दोनो मिलकर भी टेक्स के जितनी आवक नहीं होती। मेहरबानी करके मार्गदर्शन कीजिए।
sir issi video me apko saare jawab mil jayenge..pls ek baar pura video dekhe
Lovely video for which I was waiting for mutual fund redemption ONLY. However, I need to know while clicking of STCG or LTCG do we get a pre-filled amount stating the AMC and type of mutual fund sold or do we have to fill in details manually ?
Sir sip 2016 se chal rahi he or decmber 2021 me withdrew kiya he capital gain kese calculate karenge
Now, this is a quality video. Thank you so much.
Wow, thank you!
Suppose MF units were purchased before 31.1.2018 in that case we have to insert ISIN code of MF units. How to find out ISIN code??
सर हमारे पास 2 फण्ड है एक फण्ड में 1000 गेन है दूसरे फण्ड में 1000 लोस्स है िश दोनों फण्ड को 1 साल के अंदर निकाल ले तो STCG टैक्स लगेगा की नहीं
हम आपका वीडियो अभी अभी देखना स्टार्ट किये है 3 मंथ पहले से सर हम 18 फण्ड लेलिया हु अब हम सिर्फ 5 फण्ड रखना चाहता हु क्या करे
You have explained very clearly
Amazing amazing amazing.. You are GREAT.. Thanks for the video
Thank you so much 😀
Bhaiya ek question h ....
Agar mutual fund(equity+liquid+gold) me 25 yr tk 30 lakhs invest kr 3 crores ka total value ho jata h ,to fir ispe tax kitna Dena hoga 🤔🤔
wo to 25 saal ke baad kya rules hote ha uspar depend krta ha..but u can save 100% tax if u will plan from today - th-cam.com/video/JxWv580YcGM/w-d-xo.html
Really awesome video bro. Thank you ❤
One Query:
I have redeemed few units of SIP mutual funds. My AIS statement shows Rs.12000 as "Purchase of securities and units of mutual funds". I am a salaried person and have filed ITR-1. Can I file ITR-2 as well to cover up this amount?
Itr 1
Salute Sir,Your videos on MF Taxation are excellent.Please Sir give a video on ELSS Profit tax.
Sure sir..
Very Very Informative video in short and Sweet, (Like It)
Plz upload this vdo for later, so that I can use it for later purpose
Pls confirm agar mutual fund distributor hai commission + capital gains bhe hai to konsa ITR Filing karna hai
इस से अच्छा तो app से ही जब mutual fund निकाले तब ही सारा tax काट कर white पैसे अकाउंट में ट्रांसफर हो जाने चाइए जिस पर फिर tax ना लगे
Very nice video to understand easily
Thank You Very Much
कोई 22 वर्ष का स्टूडेंट जिसकी कोई इनकम नही है।(बिल्कुल 0) तो वो म्यूचुअल फंड खुद के नाम से कैसे खरीदे। उसने कभी ITR भी नहीं भरा।
हा उसका PAN कार्ड जरूर बना हुआ है
Hi Abhishek. Your video is really helpful to under Capital Gain and applicable taxes. You mentioned that AMC will not deduct tax on CG but in my case AMC has deducted CGTax. I am an NRI. Can you advise why it is so? Secondly, for some units when I calculate using Grandfathered NAV, it is a loss but if I take 5 years old NAV cost, I have profit. Should I consider Capital loss based on Grandfathered NAV or I should consider actual purchase NAV value where I am actually making CG. Thanks in advance.
Hello SIr,
1. if u have already redeemed ur units then no need to 'calculate tax', u can just download report like this --> th-cam.com/video/PKJUcbXIJJI/w-d-xo.html
2. For NRI , tax will be deducted at source.So AMC has deducted it.
Thanks Abhishek for your consideration and reply to my query. Appreciate it.
For your second query, in your case the loss will have to be ignored. Only profit is taxable. You cannot also adjust the loss against profit in this case.
Very well explained in simple way 🙂👍
Wow! Your vedios are on point..
I'm your new subscriber
Sir, where in ITR3 one can declare the income from buyback of shares, which is non-taxable under Sec. 10(34a)? I am not able to find the place.
Thanks in advance.
Mai 31.01 2018 ke pahle wala aur 31.01. 2018 ke bad wala dono mutual fund redeed kiya hun kaise dikhayenge ITR2 me
Sir, only share market se capital gains , loss & dividend ko Kaun se ITR filing karenge aur kaise karenge thanks
ITR 2
Sir i am salaried person. I have redeemed my sips in mutual fund and purchased an apartment which is my second house. Do I get any tax benefit and under what section should I file it. Thanks
Sir, in 111A &112A whether the total of all AMCs capital gains/ loss can be shown or individual AMC gains/loss have to be shown? Like wise dividend
the total of all AMCs capital gains/ loss need to be shown
Yes I do agree, but I want to know whether each saperatly or combined at one?
@@m.a.shettar4786 Under 111A lump sum. Under 112A, if shares purchased before cut off date, share-wise. If purchased after the cut off date (grand fathered date), it is to be shown lump sum. The system will prompt you to show it as lumpsum.
Sir mene sirf 9000 ke mutual fund purchase kiye hai or income business ki to muje konsa itr fill karna chahiye
Agar me unemployed hu... or meri income sirf stock market se aati h. Tab mujhe income tax kese or konse form ka use karke fill karna hoga??
Sir, I am a pensioner and main source of income is pension. But small amounts I am keeping in MF. Which ITR form I should select for filling ITR.
Hlw Sir, I chose new tax regime in the beginning, now I am switching back to old regime, when I added HRA, LTA exemptions to Income under salary section in itr1 form it gives me "Warning : Allowances claimed as exempt U/s 10 is more than exempt allowances details provided by the employer. Please re-verify". Should I proceed? or there is some issur with my itr....Please help
purchase of securities and units of mutual itr konsa karu
Subscribe kar dia yaar..like aur share bhi kar diya😂
If long term capital gains is more than Rs 1.lac, and total income is more than 5 lac, then how to file ITR and claim rebate. Please, make video in the matter.
Dividend mutual funds dividend income ko ITR mein kaise file Karen aur kis ITR form mein file Karen Pl help. Thank
Income from other source me - ITR 1
Informative video. Thanks for uploading superb content.
Thanks and welcome Sir
Sir KYa mutual fund sale ki income total gross salary mein add hoti hai agar hoti hai to kya usko salary amount se less kar k dikyaya jayega
Plz rpl
Hello friends.
You are giving us very good information.
Thank you brother.
I have invested in NPS tier-2 and withdrew Rs. 1000 during current FY, Do I need to file ITR2 or ITR1?
Also, if during any FY, if I have only invested in NPS tier-2 or any Mutual fund but not withdrawn any amount, that year Do I need to file ITR-1?
Sir, Please clarify, I need this information.
may 5 lakh invest kia or jb 7 lakh hua may redeem kia 5 months may toh 15% tax 2 lakhs ka profit par lgyga ya 7 lakhs par?
You are doing good and thank you.
Sir, maine September 2021 me mutual fund and stocks purchase kiya tha and usko sell bhi kar diya tha 1 month me loss me, kya mujhe ITR 2 File karna chahiye tha, maine ITR 1 file kiya hai, avi kya karna hai
What if the STCG is negative. How to input the quarterly data under F section of Schedule CG in that case. Thanks for the video.
Mene last year ITR 1 bhara tha, mene is saal salary 218000 and mutual funds se 13000 RS kamaye hai to kon sa ITR file karu
I use Indmoney app for my mutual funds it deducts taxes before pay outs.....what should i do??
Very good information sir... Love from karnataka
Mera 2 sip h ELLS aur sbi ka redeem nhi Kiya hu abhi
Kya isko itr2 me dikhana hoga ?
Kya ITR file karne ke liye login karna jaruri. Meri wife ka password bhul chuke hain ,toh log in nahin kar pa rahe. Par FD ka TDS refund lene ke liye ITR file karna hai. Pl help me .
Sir help urgently please
Hm hmesha ki tarah ITR 1 bhr diye h
Salary milti h
Extra 1850 jma kiye h online chalan se qki bank deposit dikha rha tha
Maine 95000 ka mf sale kiya tha LTCG
Profit shayad 40000 YA 50000 ka hua h exact wording smjh nhi ayi ki profit kisko kahte hai isliye dono me se koi ek profit h
Kya kru kya itr 2 me apna revised kr du? Ya rhne du?
Agr itr 2 me revised bhrte hai to jo challan itr 1 me lgya tha usko yha fir se mension Krna hoga?
Thankyou sir.sir ager stock market ka profit show Krna ho to bhi same procedure hai
ha sir
@@InvesTechGurukul sir kehte hain lumpsum investment se better sip hai but ager market down ho aur humara investment horizon 10 years se zyada hai to problem kya hai lumpsum invest krne mai
Great and informative video. Thankyou
So nice of you
Hi, I am trying to file long term capital gains. It should be 10% but the website is showing complete 100%. What to do? I have followed the steps as mentioned by you in the video
I have a query that I have not redeemed mutual fund amount to my bank but it is showing in ais as sale. May be internally sale and purchase going. Please answer
I have invested in mutual funds & equity shares but not sold .
Where I have to show in ITR 1 or ITR2 else it not required to show in ITR filing.
Hi Abhishek, how can I pay advance tax for MF gained during current fy
Good video
One query:
Where to show interest received on nsc in itr
Thank you
in case you have invested in a 5 year NSC, the interest earned during the initial 4 years has to be included as a tax-saving investment under Section 80C in your Income Tax Return (ITR).
Purchase mutual fund securitites itr me report karna parega
My salary is more than 12 lakh uspar tax dedua hai. Ab mutual fund par 15 lakh ka profit book kia to uske lie kese file kare . Salry m to itr 1 file karte hai dono alag alag kare ya ek sath. Ek sath to gadbad hojaega kiunki mf par 10 percent tax h or salry par alag slab hai.
Sir what if I have multiple 5 mutual fund folio. And suppose on each folio after 1 year it becomes 1.5lakh ...so on total 5 folio total gain is 50 thousand * 5 = 2.5 lakh .....so sir how will tax be calculated ..i.e on total gain or the gain on each folio .. because the gain on each folio is 50k only which is as per rules should be. Tax free but the total gain is 2.5 l which is not tax free so how tax will be calculated ...on individual folio or total gains
Same question i want to know
My wife got Ancdestrol Property, Interest also coming, In Which Form we File Return?
hi sir
mana redeem kya but
mai kon sa itr bha ru
mai job ya bussiness nhi kar ta hu phir kon sa itr bharu
Kewal share/mutual fund hi bhut se logo ka in come hai to tax kiya hoga?