Sale of Securities and Units of Mutual fund Reporting in AIS | ITR 2 Filing 2022-23

Поділитися
Вставка
  • Опубліковано 30 вер 2024
  • Sale of Securities and Units of Mutual fund Reporting in AIS | ITR 2 Filing 2022-23
    sale of securities and units of mutual fund
    sale of securities and units of mutual fund income tax
    mutual fund income tax return
    itr 2 filling online 2022-23
    itr 2 filling online 2022-23 capital gain
    itr 2 filling online 2022-23 salary
    itr 2 filling online 2022-23 agriculture
    itr 2 filling online 2022-23 in hindi
    Recommend Videos -
    1 - ITR 2 Filing Step by Step 2022-23 - • Sale or Purchase of Se...
    2 - Sale of Securitiets and Units of Mutual Fund - • Sale or Purchase of Se...
    ----------------------------------------------------------------------------------------------------------------------------------------
    👉 Book Our Services Here - www.myonlineca...
    ✔️ TeleGram Channel - app.myonlineca...
    ✔️ Join Our Membership Plans : bit.ly/myoncam...
    ✔️ Instagram - / myonlineca.in
    ✔️ Facebook - / myonlineca.in
    ✔️ Twitter - / @myonlineca

КОМЕНТАРІ • 114

  • @successu6277
    @successu6277 3 місяці тому +15

    U r mixing things n not able to clear the basic query, quite disappointed

    • @manofsteelind
      @manofsteelind 2 місяці тому +1

      That's how they on-board confused customers with them.

    • @nature_makes_innovative3730
      @nature_makes_innovative3730 26 днів тому

      If you are a CA you can understand other wise please contact consultant.....

  • @anubhav19888
    @anubhav19888 3 місяці тому +2

    you are teaching to people who know about filing. not new people. too fast and too few information

  • @anubhav19888
    @anubhav19888 2 місяці тому +1

    arey bhai superfast train par kyun ride kar rahey ho. itna speed sey bolte ho ki kuch bhi palley nahin parta. it was better if you could make two video or lengthen the video. just waste of time.

  • @digitalgurujihelp2348
    @digitalgurujihelp2348 2 місяці тому

    Govt employee ke 194H ME 1200 RUPAYE INCOME HAI KAUNSAA ITR FILE KARE

  • @DharaMajithia
    @DharaMajithia 2 місяці тому

    If off market transfer of listed share is done, AIS shows short term gain with zero cost.. pls guide it will be taxed at 15% u/s 111A or will be taxable at slab rate..since its done off market.. but pls note AIS shows it is listed share which is sold off market

  • @Bedube
    @Bedube 3 місяці тому

    Bhai mai apko hi dhund rha tha.
    Special serch krke mile ho app..
    Bs yhi btana tha ki mame apki videos 4 ya 5 bar dekhi hai.. aur muje apki videos bilkul bhi helpful nhi lgi.. bhut jaldi jaldi me cover krte ho aap... thoda deep samjhao..hum CA nhi hai
    It takes time to understand.

  • @asjadrizvi7656
    @asjadrizvi7656 2 роки тому +3

    How do you know which topic we are in trouble with 😂
    Thanks alot btw

  • @mainakbagchi8400
    @mainakbagchi8400 Рік тому +1

    How to add brokarage charges, stump duty, gst, dp chaeges, on deduction 48 column for stcg stocks

  • @S_91
    @S_91 2 роки тому +3

    Please do detailed video on Schedule FA for US stock holding through Vested/Indmoney in the same pattern as you explained for Indian equities.

  • @palliappalanaidu8917
    @palliappalanaidu8917 2 місяці тому

    Only sale Kiya ay 2024 to 2025 mae purchase Kiya hai 2 year back so Kali sale's kiyase dikana hai sir

  • @manoj0547
    @manoj0547 Місяць тому

    why you make things so complicated

  • @jishnuk5181
    @jishnuk5181 2 місяці тому

    where do i fill Income distributed by business trust

  • @sharath.1999
    @sharath.1999 3 місяці тому

    Arey bulk me kaise daale ye batao.. hazar baar add karenge kya

  • @harshitsingla
    @harshitsingla 6 місяців тому

    bhai please hide your pan and user id of zerodha

  • @pankajkheriwal3478
    @pankajkheriwal3478 2 роки тому +1

    Sir, Sell value of shares will be different than AIS form if we follow broker site. Isn't it create issue? Plz help

  • @sargamkamra8931
    @sargamkamra8931 2 місяці тому

    Their is mismatch between ais value of security and report from broker..why this happens..in mutual fund it's absolutely correct

  • @letboilenhaokip6605
    @letboilenhaokip6605 2 роки тому +1

    👍mere pitaji bhi chahte the ke me CA banu chalo koini youtube me hi dekh lete hai

  • @128a51achd
    @128a51achd 2 місяці тому


    Upload a video exclusively on wrong entries appearing in AIS when extra shares are tendered back than the entitlement to company buying back shares. The DP/NSDL/CDSL send entries against all shares bought at different points of time but tendered back to company in one go and out of which only a few are accepted under the buy back.arrangement and rest are credited back to shareholder. It is further clarified here that there is no option to choose to state that no transactions had taken place in buy back arrangements but for those numbers that are finally accepted under buyback arrangement & that even such shares don't attact income tax under buyback for capital gain in the hands of shareholders.

  • @sudeepjoshi1193
    @sudeepjoshi1193 2 роки тому +1

    Sir, Angiography ke expenses ka deduction 80ddb me milega kya, form 10I kaha upload karana padta h

    • @myonlineca
      @myonlineca  2 роки тому +1

      muskil hai aisi dedution reject ho jati hai.. 80d me agar senior citizen hai to wha le lo 50k tak

  • @rajendraprasadbhatt1138
    @rajendraprasadbhatt1138 2 місяці тому

    आप बहुत जल्दी 2 बता है हैं।

  • @samtarane
    @samtarane 2 роки тому +1

    Sir Maine ITR-2 fill up kiya but mera acknowledged blank aaya aise kyoun. Mera mutual fund purchase value more and sell value kam (decrease ).. To loss ho gaya na, to. Kaise fill up kare 🙏

    • @samtarane
      @samtarane 2 роки тому

      @MANOJ KUMAR but sir acknowledged file blank means not gross salary show.

    • @myonlineca
      @myonlineca  2 роки тому

      agar salary thi to blank nahi hona chaiye.. itr 2 ka last page dekho.. tti schedule.. waha pe total income zero ho gyi hogi

    • @samtarane
      @samtarane 2 роки тому

      @@myonlineca sir gross salary hai but usko correction kaisa Karne ka.
      Unka house property hai, to issue ho jayega na. To please advise..
      And agar Mutual fund nahi hoga to feedback kaise Dene ka.
      Good morning sir🙏

  • @PraveenKumar-lu6il
    @PraveenKumar-lu6il Рік тому

    Bro I have purchased ELSS funds and other funds also in Oct 2022. Till now I have not sold single unit.
    My question is..1) do I need to show short & long term capital gain in ITR filing?
    2)ELSS funds I was not declared under 80c and was not done proof submission also in prev year
    So now can I claim tax benefit of purchased ELSS funds in present ITR filing? If it's how?

  • @BanibrataDutta
    @BanibrataDutta 2 роки тому +2

    Great tutorial, bohut bardhiya. One small comment about simply putting STCG in first quarter, might mean that your quarterly tax liability might increase incorrectly, and the way IT dept calculates the amount of advance tax to be paid might be wrong, and one might end up paying a bit more in form of tax. For example if the sale of MF incurring STCG happened in Feb, the gains from it's sale should have been taxed in Q4 of FY, but by declaring in Q1 of FY, and not having paid any advance tax corresponding to that by the first advance tax payment cutoff, one will accrue a bit of interest on it when self-assessment tax (tax demand) is paid. Please let me know if this is right or wrong. Of course, when STCG is small amount, this hardly matters, and the simplicity is great.

    • @KonaseemaKobbari
      @KonaseemaKobbari Рік тому

      Don't need any bifurcations for non material gains.

  • @nirmalavalavan6909
    @nirmalavalavan6909 2 роки тому

    how to download capital gain statement from CAMS. Please give the link

  • @SPYADAV91-v4e
    @SPYADAV91-v4e 4 місяці тому

    Slow kro video

  • @aaindian8100
    @aaindian8100 Місяць тому

    Jabse BJP Aayi hai sala ITR hi file ho raha hai aur tax GST pay kar rahe hain

  • @shaiknayeemuddinjaffree1303
    @shaiknayeemuddinjaffree1303 9 місяців тому

    I frgt to submit the interest from term deposit during filing itr and got high value transaction compliance.. I can submit the response that information is correct. But do i need to revise my itr and submit itr again? This time i need to repay amount to income tax

  • @RubainaSingh
    @RubainaSingh Рік тому

    Hello Sir,
    Thank You for sharing this video.
    Sir, my ex husband used my pan no. to invest in some shares and mutual funds.
    I dont have a clue of any transactions made by him.
    Please help me to file my ITR.

  • @yashvats7815
    @yashvats7815 Рік тому

    SIr I have filed ITR 1 , but after that I realized I also have some capital gains from stocks
    Will file itr 2 from next year
    does it causes any notices from IT dep.

  • @Ansh-vajra
    @Ansh-vajra 2 роки тому +2

    Very much needed information

  • @ratnakarkodical1783
    @ratnakarkodical1783 Рік тому

    Sir, Kindly clarify whether LTCG on redemption of SBI Fixed Maturity Plan-Series 13 (1108 Days) ( Reported in AIS as sale of securities and units of mutual fund) has to be shown under sec. 112(A) of CG schedule or under ' From sale of assets other than all the above listed items. I am a bit confused because investment Gain/( Loss) Statement of SBI Mutual Fund received from broker shows Long Term Capital Gain with indexation. Dt. of purchase is 23/07/2019 and Dt.of redemption is 03/08/2022
    Regards and thanks

  • @shaiknayeemuddinjaffree1303
    @shaiknayeemuddinjaffree1303 9 місяців тому

    I frgt to submit the interest from term deposit during filing itr and got high value transaction compliance.. I can submit the response that information is correct. But do i need to revise my itr and submit itr again? This time i need to repay amount to income tax

  • @rakeshbasra3400
    @rakeshbasra3400 2 роки тому

    Sir
    my AIS statment is not correct so as i download statment from mybroker and file ITR 3 and filed all profit and los as per shadual in ITR i showd my all correct information in ITR
    i want to know this is ok

  • @suryanarayanpanda708
    @suryanarayanpanda708 2 роки тому +2

    Thank u sir

    • @akjain2211
      @akjain2211 2 роки тому

      you are too fast .......

  • @harshaddhavalikar9123
    @harshaddhavalikar9123 3 місяці тому

    How to get brokerage charges? In long term it requires to put

  • @AjayPandey-vz4uj
    @AjayPandey-vz4uj 2 місяці тому

    Good information and in detail.. though covered little fast, video is informative and very useful

  • @beastboyshub719
    @beastboyshub719 Рік тому

    Income tex return file karne kifees kitni hai .itr-2.apke dwara file karbane ka process kya hai.

  • @govindchopane8609
    @govindchopane8609 2 роки тому

    ITR-1 Meine 80U SHOW KIYA HAI, TO 80U KA ALAG FORM FILE KARNA PADEGA.

  • @waliraza7729
    @waliraza7729 Рік тому

    SIP deducted every month and not sell till date. Same SIP shall be show in itr2 or not filled

  • @bikashroy9961
    @bikashroy9961 Рік тому

    i am unable to show capital loss quarter wise......

  • @S_91
    @S_91 2 роки тому +1

    Sir, Please do detailed video on Schedule FA for US stock holding through Vested/Indmoney in the same pattern as you explained for Indian equities.

  • @Kimbabysamy
    @Kimbabysamy 2 роки тому

    Hi sir i am from southern India i don't Hindi can you post this video in English please

  • @keshavsahu3037
    @keshavsahu3037 2 роки тому

    Sir ais mai sale of securities zayada aa rhi hai as compared to broker statement kya aisa ho sakta hai yaa koi aur issue hai
    If yes than which one to follow

  • @pushpasaini6742
    @pushpasaini6742 2 роки тому

    Sir.. short term profit and intraday loss k liye ITR FORM kon sa h 2 or 3??

  • @niteshp670
    @niteshp670 2 роки тому

    Please correct if im wrong and request you to suggest for the below queries sir.
    1) You haven't verifiied the information of Broker Statement with AIS like whether sales value as per Zerodha with AIS are matching or not. Can we proceed with broker statement?
    2) Further not all mutual fund sales will come under 112A, only equity oriented mutual funds which are sold through recognized stock exchanges and STT leviable will come under 112A, in your AIS it is showing as Mutual Fund OTHER UNITS...whether 112A is mandatory or optional...

  • @mpfelix70
    @mpfelix70 Рік тому

    Great Video, I have a query.....How do I enter negative value in CG F. Information about accrual/receipt of capital gain to show loss in short term capital gain?

  • @mahendrakawade3144
    @mahendrakawade3144 2 роки тому

    Bhai humne outstanding demand pay ki hai wo page per complete huwa hai abhi pending kuch bhi nahi dikha raha but mail nahi aya complete hone ka

  • @fanofinvestinindia4035
    @fanofinvestinindia4035 2 роки тому

    apne ek demat se apne dusre demat me shares transfer kiye the.. Capital gain show kar raha (groww se zerodha me shift kia tha maine)

  • @Sandeepkumar-xb6ks
    @Sandeepkumar-xb6ks Рік тому

    Thoda Slow btya karo Bhai ....Kujh bhi Samjh nhi ata hai

  • @GECSTUDENTS-n2m
    @GECSTUDENTS-n2m Рік тому

    I have paid taxes as i have sold shares off market

  • @varunvegi1619
    @varunvegi1619 2 роки тому

    Guys.....i need a small help......i have SBI balanced advantage fund(regular growth).....
    Shall i need to go with ITR-1 or ITR-2 ??

    • @mindblowing202
      @mindblowing202 Рік тому

      If you sell it then file ITR 2 or else proceed with 1

  • @sandyrajora5178
    @sandyrajora5178 2 роки тому

    Sir
    Property purchase case me sec 54 me kuchh dikhana padega kya

  • @keshavsahu3037
    @keshavsahu3037 2 роки тому

    Sir ais mai sale of securities zayada aa rhi hai as compared to broker statement kya aisa ho sakta hai yaa koi aur issue hai
    If yes than which one to follow

  • @vikramkaithwas936
    @vikramkaithwas936 2 роки тому

    Hello Sir,
    Where to show amount of 194DA IN ITR, Because I surrender my Insurance policy in 3 years and I got Amount 111303₹,TDS deduct 5860₹.
    How to Refund claim TDS Because My Income is less than Taxable limit.
    Please suggest and Help me.....

    • @myonlineca
      @myonlineca  2 роки тому

      show as other income and claim tds

  • @hareshthumar7227
    @hareshthumar7227 2 роки тому

    My income source is from salary, dividend, interest and sher market STCG. In last financial year 2021/22 I started business in partnership with my capital amount is 50000, there is no any income from this partnership business in financial year 2021/22, now in AY 2022/23 which ITR I should file?

    • @myonlineca
      @myonlineca  2 роки тому +1

      file itr 2.. n show salary stcg n divided only

  • @technofunmasti6276
    @technofunmasti6276 2 роки тому

    Thanks For the excellent video.
    Could you please give the details to claim deducted tax amount on covid 19 health insurance reimbursement with ITR2 filling.
    I have received reimbursement amount from my employer but income tax has been deducted on the same.
    I want to claim that tax amount as per "covid 19 press release 25th Jun 2021".

  • @horrorhivarekar7275
    @horrorhivarekar7275 Рік тому

    sir ise ITR 4 me kaise dikha sakte hai

  • @laxmikanth4652
    @laxmikanth4652 2 роки тому

    Sir mine stocks total sell amount is rs 2630718 & total buy amt is Rs2526748.So short term gain/loss is Rs103970.It means I am in loss.What to show in short term gain is it Rs103970 or Rs-103970?While filing itr2 I have doubt abt this.Please answer/clarify

    • @sidmagical
      @sidmagical 2 роки тому

      Bro you are in profit of ₹103970

  • @GECSTUDENTS-n2m
    @GECSTUDENTS-n2m Рік тому

    Sft off market tax?

  • @trozanhorse7532
    @trozanhorse7532 2 роки тому

    what if i don't show AIS stocks details in ITR, and simply file ITR 1 ?
    WILL I GET NOTICE?

    • @myonlineca
      @myonlineca  2 роки тому

      if values are the nominal like 5k 10k then no issues.

  • @rajanchauhan4931
    @rajanchauhan4931 Рік тому

    Wait for next part

  • @p7singh
    @p7singh 2 роки тому

    Bank time deposit interest certificate me paid interest aur accural interest hai. Bank walo ka kahna hai ki keval paid wale pr tax bhrna hoga qki accural interest to mujhe abhi mila hi nhi. Lekin AIS me dono ko jod kr dikha rha hai. Kya kru???? Plz help ITR nhi bhr pa rhe hai iske Karan mai tax payer hun.

    • @TheBtrivedi
      @TheBtrivedi 2 роки тому

      Tax dono ko jod kar dena hota hai. Form16A mein dono ko jod kar jo dikha ho raha ho, us par tax do. Next year, bank automatically form16A mein yeh wala accrued income nahin dikhayega. Is tarah se aap baar baar tax nahin doge same income par.

  • @vrundanjain4882
    @vrundanjain4882 3 місяці тому

    Superb explanation ❤

  • @digvijaysingpawar4651
    @digvijaysingpawar4651 2 роки тому

    Kya switch in & switch out of mutual funds ka capital gain bhi meel jata hai kya "capital gain statement of broker(zerodha,etc)" mein ?
    Kya use alag se calculate karana padega ?

    • @myonlineca
      @myonlineca  2 роки тому

      ha uska bhi mil jata hai agar zerodha se hi kiya hai to vrna cams pe mil jayegi

  • @SinghDavinder007
    @SinghDavinder007 2 роки тому

    Sir please make a video on small real state comission agent (property dealer) income, thanks

  • @hareshthumar7227
    @hareshthumar7227 2 роки тому

    My income source is from salary, dividend, interest and sher market STCG. In last financial year 2021/22 I started business in partnership with my capital amount is 50000, there is no any income from this partnership business in financial year 2021/22, now in AY 2022/23 which ITR I should file?

    • @myonlineca
      @myonlineca  2 роки тому

      not required to show partnership income, just file itr 2

    • @dilipjethani2451
      @dilipjethani2451 2 роки тому

      @@myonlineca
      How can I contact you

  • @vikramsinghmaran5089
    @vikramsinghmaran5089 2 роки тому

    Sir mera salary taxable salary 420000 and STCG 41000 AND LTCG 47500 h. Mera taxable income 5 lac se jayada show kr h. LTCG ko kyu add kr rha h bcoz ye toh 1 lac se km h.
    Please help me 🙏🙏🙏🙏🙏🙏🙏🙏🙏

  • @rishipradhan3633
    @rishipradhan3633 2 роки тому

    Sir, which itr for income from tuition and sale of mutual fund

  • @hareshthumar7227
    @hareshthumar7227 2 роки тому

    Equity STCG me brokerage as expense dikha sakte hai?

    • @myonlineca
      @myonlineca  2 роки тому

      dikha sakte ho in transfer cost

  • @alokb360
    @alokb360 2 роки тому

    Sir I have a query. Shall be grateful if u guide please.
    I have salary, dividend, and interest income. I took part in TCS share buyback in March 2022. I offered 30 shares for buyback which is reflecting as sale of 30 shares in AIS as LTCG. However, only 7 shares were accepted for buyback (worth Rs.30000)and rest 23 were returned back.
    In my P&L statement LTCG is shown around Rs. 9000 after indexation.
    Sir, as per section 10(34)a the buyback income is tax-free in the hands of shareholder.
    Please guide :
    1. Which ITR to file?
    2. Where to report so called LTCG or should it be ignored.
    3. Can schedule EI be used?
    Thanks.

    • @myonlineca
      @myonlineca  2 роки тому +1

      just file itr 2 and just show profit from broker report only.. ingore the buy back. you can use schedule EI but its not required it if value is just 30k

    • @alokb360
      @alokb360 2 роки тому

      Thank you Sir🙏

    • @mehuldesai2666
      @mehuldesai2666 2 роки тому

      Buyback profit is not taxable you no need to pay any tax on that. plz check google for more details

  • @MahendraSingh-yd6ec
    @MahendraSingh-yd6ec 2 роки тому

    Thanks, very informative and helping video.

  • @taq2umar
    @taq2umar 2 роки тому

    mera 2020 me capital loss tha but maine us time ITR 1 fill kia tha aur koi be carryforward loss nai kia tha.. kya ab mai CFL me 2020 ka loss carryforward karke dikha sakta hun? plz reply

    • @anmoldani6258
      @anmoldani6258 2 роки тому +1

      It will not possible... Still you can talk to Any CA..

    • @taq2umar
      @taq2umar 2 роки тому +1

      @@anmoldani6258 i have already submitted can i change it now?

    • @anmoldani6258
      @anmoldani6258 2 роки тому +1

      @@taq2umar you can change.. 31 july last date h... You can file Revised return but make sure set it to 139(5) ... And Have Acknowledge or Receipt number from your last orginal return

  • @understandthewordsfeelthes3036

    Helpful information 👍

  • @Dilbari1
    @Dilbari1 2 роки тому

    Thanks for information.

  • @NirajKumar-rr2fv
    @NirajKumar-rr2fv 2 роки тому

    I do future and option trading also along with equity and mutual funds but filled itr 1 form I got refund also. Will there be any problem in future?

    • @rakeshvlogs3712
      @rakeshvlogs3712 2 роки тому

      How much your total sale value of STCG ?

    • @NirajKumar-rr2fv
      @NirajKumar-rr2fv 2 роки тому

      @@rakeshvlogs3712 20,000

    • @myonlineca
      @myonlineca  2 роки тому

      if amount is nominal or have losses then you can ignore

  • @BanibrataDutta
    @BanibrataDutta 2 роки тому

    Thanks!

  • @Sonuyadav227
    @Sonuyadav227 2 роки тому

    Amount of STCG differ in AIS and broker statement Which one to consider.

    • @myonlineca
      @myonlineca  2 роки тому

      took broker value only. no issues

  • @samtarane
    @samtarane 2 роки тому

    Sir Suppose mutual nahi hai aur AIS me show hai to kya Karne ka 🙏

    • @myonlineca
      @myonlineca  2 роки тому

      aisa hota nahi hai ki na ho n dikha rha ho.. person ko yad nahi hoga.. ais se excel download karo n funds ke name batao

  • @rushikeshkadu2420
    @rushikeshkadu2420 2 роки тому

    Sir Me ne house purchase kiya hai us ka li ya ko na sa itr bha ra na hai

    • @myonlineca
      @myonlineca  2 роки тому

      house sell kiya hai dikana hoga.. purchase ki entry nahi dalni.. agar home loan hai to uski dedution le sakte ho

    • @rushikeshkadu2420
      @rushikeshkadu2420 2 роки тому

      @@myonlineca or sell ka ra ke purchase kiya ho to