Categories: Tax Planning

New ITR Forms AY 2015-16 : Which ITR form should you file?

New ITR forms AY 2015-16 are now available on Income Tax Department’s website. You can now file/e-file your Income Tax Returns for the Assessment Year 2015-16 or Financial Year 2014-15.

In addition to ITR-1, ITR-2 & ITR-4s, a new form ITR-2A has been introduced. It is an extended version of ITR1 and a trimmed version of ITR2. The last date to file tax returns has been extended till 31st August, 2015.

In this post let us understand – Who can file ITR1 / ITR2 / ITR2A / ITR4S? What are the conditions related to each Income Tax Returns Form (ITR)?

New ITR forms AY 2015-16  – Which ITR form should I file?

Who can use ITR-1 form?

ITR1 is also known as Sahaj form. This form can only be filed by an Individual and no other assessee can use this form for filing of their return of income. This form can be used if you have;

  • Salary or Pension Income
  • Income from one house property (excluding cases where loss is brought forward from previous years)
  • No business income / no Capital gains
  • No asset in foreign country or no income from a source outside India
  • Agricultural  income which is less than Rs 5,000
  • Income from other sources like FD/Shares/NSC etc.,
  • No income from lottery or horse racing

(If income of another person like your spouse, minor child, etc. is to be clubbed with your income, this Return Form can be used only if the income  being clubbed falls into the above income categories)

Who can use ITR-2A AY 2015-16 form?

ITR2A form can be filed by an Individual or Hindu Undivided Family (HUF). ITR2A can be used if you have;

  • Salary or Pension Income
  • Income from multiple house properties
  • No business income /No Capital gains
  • Income from other sources like FD/Shares/NSC etc.,
  • No asset in foreign country or no income from a source outside India
  • Agricultural income of more than Rs 5,000
  • Income from lottery or horse racing

Who can use ITR-2 form?

ITR2 form can be filed by an Individual or Hindu Undivided Family (HUF). This form can be used if you have;

  •  Salary or Pension Income
  •  Income under the head ‘Capital Gains’
  •  Income from multiple houses
  •  No business income
  •  An asset in foreign country or income from a source outside India
  • Agricultural income of more than Rs 5,000
  • Income from lottery or horse racing

Who can use ITR-4S Sugam form?

ITR4S form can be filed by an Individual or Hindu Undivided Family (HUF). This form can be used if you have;

  • Income from business
  • No Capital Gains
  • Agricultural Income which is less than Rs 5k
  • No asset in foreign country or no income from a source outside India
  • Income from one house property

Who can use ITR-3 form?

ITR-3 can be used by an assessee who is an individual or HUF (Hindu Undivided Family) and  who is a partner in a firm but does not have income from business or profession or carry business under proprietorship.

ITR3 form can be filed where taxable business income is only from the salary, interest, commission, remuneration or bonus receivable from the firm as a partner.

Who can use ITR-4 form?

ITR 4 form can be used by an assessee who has income from business or profession. This ITR covers all kind of businesses and professions irrespective of any income limit. Assesse can also report his income from salary, house property, lottery winnings, capital gains, speculative income i.e. horse race in ITR4 together with the Business Income.

To know about the changes in the new ITR forms AY 2015-16 and to download ITR1/ITR2/ITR2A/ITR4S for Assessment Year 2015-16 ..Click here..


Latest update : E-filing of ITR forms 3, 4 and 7 has been enabled.


(Image courtesy of hywards at FreeDigitalPhotos.net)

This post was last modified on July 10, 2023 8:53 pm

Sreekanth Reddy

Sreekanth is the Man behind ReLakhs.com. He is an Independent Certified Financial Planner (CFP), engaged in blogging & property consultancy for the last 14 years through his firm ReLakhs Financial Services . He is not associated with any Financial product / service provider. The main aim of his blog is to "help investors take informed financial decisions." "Please note that the views given in this Blog/Comments Section/Forum are clarifications meant for reference and guidance of the readers to explore further on the topics/queries raised and take informed decisions. The information provided, therefore, should not be viewed as financial, legal, accounting, tax or investment advice."

View Comments

  • Hi Srikanth,

    Thanks for the wonderful platform. I have income from salary, dividend and interest on FD which form do i need to file. Please advice.

    Thanks
    Ashish

  • Hello, I am an inservice govt. employee and getting family pension. Which ITR be used for filing IT.

  • sir if a person is a NRI (income is not taxable in india) & if he sell his mutual fund bought in india . For this income from mutual fund which ITR form we should use.

  • Dear Sreekanth Reddy,

    I have 2 house loans in different city.

    1st loan was taken long back
    2nd loan was taken during mid of last year (mid of 2014). Under construction, Possession was not done.

    While i am providing the investment declaration in my office i have given only the house which i occupied.

    Please help me in the below questions...

    1) Will i get any tax benefit on the 2nd house loan for the AY 2015-16, which is still under construction.
    If i am eligible for tax exception in this case how will i get the same exempted amount?

    2) Which ITR form do i need to submit for AY 2015-16.

    Please help me in this regards

    Thanks
    SaiBalaji

  • Dear sir,
    I have two houses in same city. One in my name and another is jointly with brother as 50:50. Both houses having home loan and repaying interest and principals. Jointly named house is self occupied and another is vacant for full year 2014-15. Also i have agricultural income more than 5000/-.

    Which form i have to fill for ITR AY 2015-16.
    How much amount of interest I have claim as MINUS income from house property.
    Whether income from second house is to be taken even if it was vacant, if yes, how much amount will be calculated for LOP income,

      • Sir, i have already filed ITR 1, should i file revised itr.
        We are paying 3,00,000/- for interest amount towards home loan of jointly named, can we both (myself & brother) claim 1.50 lakh each as interest deduction.
        can i claim second home loan interest exemption also.
        whether some amount (1/5 of total income from 2nd house property) can be deducted towards maintenance of let out house while taking the rental as income.

  • Dear Sir,
    I want to file return for my father who has retired from public sector job and has tax deducted at source. What ITR should I file it under? Please suggest.
    Regards,
    Samantha

    • Dear Samantha,
      Is he receiving pension?
      If he does not have any other source of income, kindly file ITR 1 form.

  • Hi,

    very nice and helpful article. Please suggest, which ITR form shall I use in below case
    - Loss from house property (Deemed let out property case of one house only)
    - Short term capital gains from sell of mutual funds
    - Interest income from FD.

  • hi,

    i m salary person i have income from salary only. we purchase new flat and payment paid by chque ( no house loan) purchse price Rs. 30 lahks so we have paid tds on purchase of flat.

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