Flat/Door/Block No Name Of Premises/Building/Village Status (Tick) Individual HUF Road/Street/Post Office Area/locality Date of Birth (DD/MM/YYYY)

Transcription

1 FORM INDIAN INCOME TAX RETURN Assessment Year ITR-2 [For Indvduals and HUFs not havng Income from Busness or Professon] (Please see Rule 12 of the Income-tax Rules,1962) (Also see attached nstructons Part A-GEN General Frst name Mddle name Last name PAN Flat/Door/Block Name Of Premses/Buldng/Vllage Status (Tck) Indvdual HUF Road/Street/Post Offce Area/localty Date of Brth (DD/MM/YYYY) ( n case of ndvdual) Town/Cty/Dstrct State Pn code Sex (n case of ndvdual) (Tck) Country Male Female Resdental/Offce Phone Number wth STD code/moble 1 Moble 2. Employer Category(f n employment) Govt. PSU Others Emal Address-1(self) Income Tax Ward/Crcle Emal Address-2 Return fled (Tck)[Please see nstructon number -7] Before due date -139(1) After due date -139(4) RevsedReturn-139(5) OR n response to notce 139(9)-Defectve 142(1) A/153C If revsed, then enter Recept and Date of flng orgnal return (DD/MM/YYYY) Resdental Status (Tck) Resdent n-resdent Resdent but t Ordnarly Resdent Are you governed by Portuguese Cvl? (Tck) Yes (If "Yes" please fll schedule 5A) Whether ths return s beng fled by a representatve assessee? (Tck) Yes If yes, please furnsh followng nformaton - (a) (b) (c) Name of the representatve Address of the representatve Permanent Account Number (PAN) of the representatve PART-B Part B -TI Computaton of total ncome 1 Salares (7 of Schedule S) 1 2 Income from house property (3c of Schedule HP) (enter nl f loss) 2 3 Captal gans a Short term Short-term (u/s 111A) (A1a+ A2e of Schedule CG) 3a Short-term (others) ((A5-A1a-A2e) of Schedule CG) 3a short-term (3a + 3a) (A5 of Schedule CG) 3a b Long-term (B6-B3e-B4 of Schedule CG) 3b Long-term wthout ndexaton (B3e+B4 of Schedule CG) 3b Long-Term (3b +3b) 3b c captal gans (3a + 3b) (enter nl f 3c s a loss) 3c Do not wrte or stamp n ths area (Space for bar code) For Offce Use Only Recept. Date Seal and Sgnature of recevng offcer 1

2 4 Income from other sources a from sources other than from ownng race horses and Wnnngs from Lottery 4a (1g of Schedule OS) b Wnnng from lotteres,crossword puzzles, races, games, gamblng, bettng etc. (2 of Schedule OS) 4b c from ownngand mantanng race horses (4c of Schedule OS) (enter nl f loss) 4c d (4a + 4b+4c) (enter nl f 4d s a loss) 4d 5 (1+2+3c +4d) 5 6 Losses of current year set off aganst 5 (total of 2v and 3v of Schedule CYLA) 6 7 Balance after set off current year losses (5-6) (also total of column 4 of Schedule CYLA+4b) 7 8 Brought forward losses set off aganst 7 (2v of Schedule BFLA) 8 9 Gross ncome (7-8)(also 3v of Schedule BFLA+4b) 9 10 Income chargeable of tax at specal rate under secton 111A, 112 etc. ncluded n Deductons under Chapter VI-A [o of Schedule VIA and lmted to (9-10)] ncome (9-11) Income whch s ncluded n 12 and chargeable to tax at specal rates (total of () of schedule SI) Net agrcultural ncome/ any other ncome for rate purpose (4 of Schedule EI) Aggregate ncome ( ) [applcable f (12-13) exceeds maxmum amount not chargeable to tax] Losses of current year to be carred forward (total of row x of Schedule CFL) 16 Part B - TTI Computaton of tax lablty on total ncome 1 Tax payable on total ncome a Tax at normal rates on 15 of Part B-TI 1a b Tax at specal rates (total of () of Schedule SI) 1b c Rebate on agrcultural ncome [applcable f (12-13) of part B-TI exceeds maxmum amount not chargeable of tax] 1c d Tax Payable on Income (1a+1b-1c) 1d 2 Educaton cess, ncludng secondary and hgher educaton cess on 1d 2 3 Gross tax lablty (1d+2) 3 4 Tax relef a Secton 89 4a b Secton 90/90A (3 of Schedule TR) 4b c Secton 91(4 of Schedule TR) 4c d (4a + 4b+4c) 4d 5 Net tax lablty (3 4d) 5 6 Interest payable a For default n furnshng the return (secton 234A) 6a b For default n payment of advance tax (secton 234B) 6b c For deferment of advance tax (secton 234C) 6c d Interest Payable (6a+6b+6c) 6d 7 Aggregate lablty (5 + 6d) 7 8 Taxes Pad a Advance Tax (from Schedule-IT) 8a b TDS (total of column 5 of Schedule-TDS1 and column 7 8b of Schedule-TDS2) c Self Assessment Tax(from Schedule-IT) 8c d Taxes Pad (8a+8b+8c) 8d 9 Amount payable (Enter f 7 s greater than 8d, else enter 0) 9 10 Refund (If 8d s greater than 7) Enter your bank account number (mandatory and for drectdepost of refund nto bank, the number should be 11 dgts or more) 12 Do you want your refund by cheque, or deposted drectly nto your bank account? (tck as applcable ) 13 Gve addtonal detals of your bank account IFSC Type of Account (tck as applcable ) Savngs Current 14 Do you have,- () any asset (ncludng fnancal nterest n any entty) located outsde Inda or () sgnng authorty n any account located outsde Inda? Yes [applcable only n case of a resdent] [Ensure Schedule FA s flled up f the answer s Yes ] 2

3 VERIFICATION I, New Feld, son/ daughter of New Feld holdng permanent account number New Feld solemnly declare that to the best of my knowledge and belef, the nformaton gven n the return and schedules thereto s correct and complete and that the amount of total ncome and other partculars shown theren are truly stated and are n accordance wth the provsons of the Income-tax Act, 1961, n respect of ncome chargeable to Income-tax for the prevous year relevant to the Assessment Year New Feld. Place New Feld Date New Feld Sgn here 14 If the return has been prepared by a Tax Return Preparer (TRP) gve further detals as below: Identfcaton. of TRP Name of TRP Counter Sgnature of TRP If TRP s enttled for any rembursement from the Government, amount thereof 15 Schedule S Name of Employer Detals of Income from Salary PAN of Employer (optonal) Address of employer Town/Cty State Pn code 1 Salary (Excludng all exempt/ non-exempt allowances, perqustes & proft n leu of salary as they are shown separately below) 1 2 Allowances exempt under secton 10 (t to be ncluded n 7 below) 2 3 Allowances not exempt (refer Form 16 from employer) 3 4 Value of perqustes (refer Form 16 from employer) 4 5 Profts n leu of salary (refer Form 16 from employer) 5 6 Deducton u/s 16 (Entertanment allowance by Government and tax on employment) 6 7 Income chargeable under the Head Salares ( ) 7 Schedule HP Detals of Income from House Property (Please refer to nstructons) 1 Address of property 1 Town/ Cty State PIN Is the property co-owned? YES NO (f YES please enter followng detals) Your percentage of share n the property. S. Name of Co-owner(s) PAN of Co-owner (s) (optonal ) Percentage Share n Property (Tck) f let out Name of Tenant PAN of Tenant (optonal) a Annual letable value/ rent receved or recevable (hgherof the two, f let out for whole of the year, lower of the two f let out for part of the year) 1a b The amount of rent whch cannot be realzed 1b c Tax pad to local authortes 1c d (1b + 1c) 1d e Annual value (1a 1d)(nl, f self-occuped etc. as per secton 23(2) of the act) 1e f 30% of 1e 1f g Interest payable on borrowed captal 1g h (1f + 1g) 1h Income from house property 1 (1e 1h) 1 2 Address of property 2 Town/ Cty State PIN Is the property co-owned? YES NO (f YES please enter followng detals) Your percentage of share n the property. S. Name of Co-owner(s) PAN of Co-owner (s) (optonal ) Percentage Share n Property (optonal) (Tck) f let out Name of Tenant PAN of Tenant (optonal) a Annual letable value/ rent receved or recevable (hgher of the two, f let out for whole of the year, lower of the two f let out for part of the year) 2a b The amount of rent whch cannot be realzed 2b c Tax pad to local authortes 2c d (2b + 2c) 2d e Annual value (2a 2d) 2e f 30% of 2e 2f 3

4 g Interest payable on borrowed captal 2g h (2f + 2g) 2h Income from house property 2 (2e 2h) 2 3 Income under the head Income from house property a Rent of earler years realzed under secton 25A/AA 3a b Arrears of rent receved durng the year under secton 25B after deductng 30% 3b c (3a + 3b ) 3c te: Please nclude the ncome of the specfed persons referred to n Schedule SPI whle computng the ncome under ths head Schedule CG Captal Gans A Short-term captal gan 1 In case of NON-RESIDENT to whch frst provso to secton 48 s applcable From assets (shares/unts) where secton 111A s applcable (STT pad) 1a From assets where secton 111A s not applcable 1b 2 From assets (shares/unts) n the case of others where secton 111A s applcable (STT pad) a Full value of consderaton 2a b Deducton under secton 48 Cost of acquston b Cost of Improvement b Expendture on transfer b v ( + + ) bv c Balance (2a-2bv) 2c d Loss, f any, to be gnored under secton 94(7) or 94(8) 2d (Enter postve value only) e Short-term captal gan (2c+2d) 2e 3 From assets (Shares/unts)n the case of others where secton 111A s not applcable (STT pad) a Full values of Consdraton 3a b Deductons under secton 48 Cost of Acquston b Cost of Improvement b Expendture on transfer b v (++) bv c Balance (3a-3bv) 3c d Loss, f any, to be gnored under secton 3d 94(7) or 94(8)(enter postve values only) e Deducton under sectn 54B/54D 3e f short-term captal gan (3c+3d-3e) 3f 4 Amount deemed to be short term captal gans under secton 54B/54D/54G/54GA A4 5 short term captal gan (1a+1b+2e+3f+A4) A5 B Long term captal gan 1 From Asset n case of non-resdent to whch frst provso to secton 48 applcable 1 2 From Asset n the case of others where provso under secton 112 (1) s not exercsed a Full value of consderaton 2a b Deductons under secton 48 Cost of acquston after ndexaton b Cost of mprovement after ndexaton b expendture on transfer b v (b + b + b) bv c Balance (2a - bv) 2c d Deducton under secton 54/54B/54D/54EC/54F/54G/54GA/54GB 2d e Net balance (2c -2d) 2e 3 Asset n the case of others where provso under secton 112 (1) s exercsed a Full value of consderaton 3a b Deductons under secton 48 Cost of acquston wthout ndexaton b Cost of mprovement wthout ndexaton b Expendture on transfer b v (b + b + b) bv c Balance (3a - bv) 3c d Deducton under sectons 54/54B/54D/54EC/54F/54GB 3d e Net balance (3c - 3d) B3e 4 From unlsted securtes n case of non-resdent as per secton 112(1)(c)() B4 5 Amount deemed to be long term captal gans under sectons 54/54B/54D/54EC/54ED/54F/54GB B5 6 long term captal gan (1 + 2e + B3e + B4+B5) B6 7 In case of deducton u/s 54GB, Furnsh PAN of the Company C Income chargeable under the head "CAPITAL GAINS" (A5 + B6) (enter B6 as nl, f loss) C D Informaton about accrual / recept of captal gan Date Upto 15/9 16/9 to 15/12 16/12 to 15/3 16/3 to 31/3 4

5 () () () (v) 1 Long- term [where provso under secton 112(1) s applcable (Wthout Indexaton)+non-resdents as per secton 112(1)(c)()]- Tax Rate s 10% ; Enter only postve value from Item B3e+B4 of Schedule CG AFTER loss adjustment under ths category n Schedule CYLA and BFLA, f any. 2 Long- term where provso under secton 112(1) s NOT applcable (Wth Indexaton)- Tax Rate s 20%; Enter only postve value from Item (B6-B3e-B4) of Schedule CG AFTER loss adjustment under ths category n Schedule CYLA and BFLA f any. 3 Short-term under 111A - Tax Rate s 15% ; Enter only postve value from Item A1a+A2e of Schedule CG AFTER loss adjustment under ths category n Schedule CYLA and BFLA, f any. 4 Short-term OTHERS-Taxed at normal rates; Enter only postve value from Item (A5-A2e -A1a) of Schedule CG AFTER loss adjustment under ths category n Schedule CYLA and BFLA, f any. te: Please nclude the ncome of the specfed persons referred to n Schedule SPI whle computng the ncome under ths head + Schedule OS Income from other sources 1 Income a Dvdends, Gross 1a b Interest, Gross 1b c Rental ncome from machnery, plants, buldngs 1c d Others, Gross(Excludng ncome from ownng race horses) Menton the source e (1a + 1b + 1c + 1d) 1e f Deductons under secton 57:- Expenses f Deprecaton f f g Balance (1e f) 1g 2 Wnnngs from lotteres, crossword puzzles, races, etc. 2 3 Income from other sources (other than from ownng race horses) (1g + 2)(enter 1g as nll, f 3 loss) 4 Income from ownng and mantanng race horses a Recepts 4a b Deductons under secton 57 n relaton to (4) 4b c Balance (4a 4b) 4c 5 Income chargeable under the head Income from other sources (3+4c) (enter 4c as nl f loss and take 4c loss fgure to shedule CFL)) 5 te: Please nclude the ncome of the specfed persons referred to n Schedule SPI whle computng the ncome under ths head. Schedule CYLA. Head / Source. of v v Income Loss to be Adjusted Salares House property Short-term captal gan Long term captal gan Other sources (excludng proft from ownng race horses and wnnng from Detals of Income after Set off of current year losses Income of current House property loss of the year (Fll ths column current year set off Other sources loss (other than loss from race horses) of the current year set off Current year's Income remanng after set off only f ncome s Loss( 3c of Schedule Loss( 3 of Schedule -OS) zero or postve -HP) =

6 v v v lottery) Proft from ownng and mantanng race horses loss set off Loss remanng after set-off out of 2 & 3 Schedule BFLA. v v v Head / Source of Income Salares House property Short-term captal gan Long term captal gan Other sources (excludng proft from ownng race horses and wnnng from lottory) Proft from ownng and mantanng race horses Detals of Income after Set off of Brought Forward Losses of earler years Income after set off, f any, of current Brought forward loss set off year's losses as per 4 of Schedule CYLA 1 2 v of brought forward loss set off v Current year's ncome remanng after set off ( v3 + v3+v3) Current year s ncome remanng after set off 3 Schedule CFL Detals of Losses to be carred forward to future years Assessment Year Date of E-Flng (DD/MM/YYYY) House property loss Short-term captal loss v v v v v x of earler year losses x Adjustment of above losses n Schedule BFLA x (Current year losses) x loss Carred Forward to future years Long-term Captal loss Other sources loss (from ownng race horses) Schedule VIA Deductons under Chapter VI-A (Secton) a 80C g 80DDB n 80RRB b 80CCC h 80E o 80TTA c() 80CCD(1) (assesses 80G p 80U Contrbuton ) c() 80CCD(2) (employers Contrbuton ) j 80GG d 80CCG k 80GGA e 80D l 80GGC f 80DD m 80QQB q deductons (total of a to p) Schedule 80 G Detals of donatons enttled for deducton under secton 80G a Donaton enttled for 100% deducton wthout qualfyng lmt Name and address of donee PAN of Donee Amount of donaton Elgble Amount of donaton b Donaton enttled for 50% deducton wthout qualfyng 6

7 lmt Name and address of donee PAN of Donee Amount of donaton Elgble Amount of donaton C D E Donaton enttled for 100% deducton subject to qualfyng lmt Name and address of donee PAN of Donee Amount of donaton Elgble Amount of donaton Donaton enttled for 50% deducton subject to qualfyng lmt Name and address of donee PAN of Donee Amount of donaton Elgble Amount of donaton donatons (Av + Bv + Cv + Dv) Schedule SPI Income of specfed persons (spouse, mnor chld etc.)ncludable n ncome of the assessee(ncome of the mnor chld, n excess of Rs. 1,500 per chld, to be ncluded). Name of person PAN of person (optonal) Relatonshp Nature of Income Amount (Rs.). 1 Schedule SI Income chargeable to Income tax at specal rates [Please see nstructon. 9() for secton code and rate of tax] Secton code Specal rate Income Tax thereon. (%) Schedule E I Detals of Exempt Income (Income not to be ncluded n Income) 1 Interest ncome 1 2 Dvdend ncome 2 3 Long-term captal gans on whch Securtes Transacton Tax s pad 3 4 Net Agrculture ncome / any other ncome for rate purpose 4 5 Others, Includng exempt ncome of mnor chldren 5 6 ( ) 6 Schedule IT Detals of Advance Tax and Self Assessment Tax Payments of Income-tax. BSR Date of Depost Seral Number of Challan Amount (Rs.) (DD/MM/YYY) te: Enter the totals of advance tax and self Assessment tax n SI. 8a & 8c of Part B-TTI Schedule TDS1 Detals of Tax Deducted at Source from Salary [As per Form 16 ssued by Employer (s)].. Tax Deducton Account Number Name of the Employer Income chargeable under tax deducted (TAN) of the Employer Salares N o t e : Enter the totals of coloumn of 5 of Schedule - TDS1 and column 7 of schedule - TDS2 n 8(b) of part B-TTI Schedule TDS2 Detals of Tax Deducted at Source on Income [As per Form 16A ssued by Deductor(s)] 7

8 .. Tax Deducton Account Number (TAN) of the Deductor Name of the Deductor Unque TDS Certfcate Number Fnancal Year n whch TDS s Deducted tax deducted Amount out of (6) clamed for ths year (6) (7) N o t e : Please enter total of column 5 of Schedule-TDS1 and column 7 of Schedule-TDS2 n 8(b) of Part B-TTI Schedule FSI Detals of Income accrung or arsng outsde Inda. 1 Detals of Income ncluded n Income n Part-B-TI above Country Taxpayer Identfcaton Number Income from Salary (ncluded n PART-B-TI) (A) Income from House Property (ncluded n PART-B-TI) (B) Busness Income (ncluded n PART-B-TI) (C) Captal Gan Income (ncluded n PART-B-TI) (D) Other source Income (ncluded n PART-B-TI) (E) Income from Outsde Inda (F)=A+B+C+D+ E 2 Income from outsde Inda ( of F as per tem no.1 above) 2 3 Income from outsde Inda where DTAA s applcable 3 4 Income from outsde Inda where DTAA s not applcable (2-3) 4 te Please refer to the nstructon for fllng up ths schedule. Schedule TR Detals of Taxes Pad outsde Inda 1 Detals of Taxes Pad outsde Inda Country Taxpayer Identfcaton Number Relevant artcal of DTAA taxes pad on ncome declared n Schedule FSI Tax Relef Clamed (B) (A) Relef clamed u/s 90/90A (B1) Relef clamed u/s 91 (B2) 2 Taxes Pad outsde Inda ( of 1A) 2 3 Taxes Pad outsde Inda where DTAA s applcable 3 4 Taxes Pad outsde Inda where DTAA s not applcable (2-3) 4 te: Please refer to the nstructons for fllng up ths schedule. Schedule FA Detals of Foregn Assets A Detals of Foregn Accounts Bank Country Name Country Name and Address of the Bank Name mentoned n the account Account Number Peak Balance Durng the Year (n rupees) (6) (7) B DetalofFnancal Interest n any entty Country Name Country Nature of entty Name and Address of the Entty Investment (at cost) (n rupees) C Detals of Immovable Property Country Name Country Address of Property Investment (at cost) (n rupees) D Detals of any other Asset n the Nature Country Name Country Nature of Assets Investment (at cost) (n rupees) E Detals of account(s)n whch you have sgnng and whch has not been ncludedn A to above. authorty D Name of the Insttuton Address of the Insttuton Name of the account Account Number Peak 8

9 n whch the account s held Holder Balance/Inves tment durng the year (n rupees) (6) F Detals of trusts, under the laws of a country nda,n created outsde you Country Name Country Name and Address of the trust Name and Address of other trustees whch are a trustee Namd and address of Settlor Name and address of Benefcares (6) (7) Schedule 5A Informaton regardng apportonment of ncome between spouses governed by Portuguese Cvl Name of the spouse PAN of the spouse Head of Income 1 House Property 2 Busness or professon 3 Captal gans 4 Other sources 5 Ammount apportoned n the hands of spouse Detals of Prevous Return Fled Date of Flng Acknowledgment Range Ward 9