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An illustration: How to file ITR with salary income and home loan
Thursday, July 5, 2018 IST
An illustration: How to file ITR with salary income and home loan

July 31 is the last date to complete the income tax return (ITR) process every year, unless it is extended by the government. There are several ITR forms from which one has to choose the most appropriate one depending on the nature of one's income.

 
 

This story will tell you how to fill ITR in case one has a salary income and is servicing a home loan for a self-occupied property. A self-occupied property is one that is occupied throughout the year by the taxpayer for his residence.
 
Such individuals have to file 'Form ITR-1 SAHAJ' which is to be used "For individuals being a resident other than not ordinarily resident having Income from Salaries, one house property, other sources (Interest etc.) and having total income up to Rs 50 lakh," ITR 1 form states.
 
How to file ITR1
 
ITR1 has five parts - A,B,C,D, and E.
 
Part A - Personal details like name, address, Aadhaar number (it is 
compulsory).
 
Part B - Salary income and amount of home loan interest paid
 
Part C - Various deductions you have availed under section 80C and so on
 
Part D - Here you will have to calculate total income, i.e., income minus 
deductions, and total tax payable on that amount
 
Part E - Bank account details
 
Read about how to fill up Part A here and Part E here
 
Here is how you can fill up the remaining parts of ITR1.
 
Part B
 
Step 1: Enter the "Income chargeable under the head Salaries" at the appropriate place. (B1) - Take the help of Form 16 that you would have received from your employer to enter this figure.
 
Step 2: As you have a self-occupied property, tick on the relevant box.
 
Step 3: Enter the amount of 'interest payable on borrowed capital' in the relevant box - If you do not have it, ask your lender to send you the 
statement with the break-up of principal and interest paid during the 
previous year. Annual value of self-occupied house is nil and the value therefore is shown as negative. (B2)
 
Step 4: Thereafter, enter the amount of "Income from Other Sources" - This includes interest earned on fixed deposits and other taxable investments. (B3)
 
Step 5: Gross Total Income (GTI) = B1+B2+B3 = B4
 
Part C
 
Step 6: In Part C, enter amount of deductions you had availed like sections 80C, 80D etc., and total them up. (C1)
 
Step 7: Arrive at the total income, i.e., GTI (B4) minus C1 = C2
 
Part D
 
Step 8: Based on the amount of C2, taxes will be calculated in Part D.
 
 
 

 

 
 

The illustration below shows an example with assumed figures.
 
It has been assumed that:
 
Salary income: Rs 9 lakh
 
Income from other sources: Rs 1 lakh
 
Interest paid on home loan during the year: Rs 2.4 lakh
 
Deductions: Rs 2 lakh (u/s 80C: Rs 1.30 lakh; u/s 80D: Rs 20,000; u/s 80CCD (1B): Rs 50,000)
 
 
Be mindful of these
 
In the case of self-occupied property, deduction under section 24(b) cannot exceed Rs 2 lakh provided the loan is taken on or after April 1, 1999 and it is for the purpose of acquisition or construction and not for repair or reconstruction. In case of a self-occupied property, the amount over and above Rs 2 lakh is not allowed to be carried forward i.e. the tax benefit on it lapses.
 
Further, to avail deduction under section 24 (b), the acquisition or construction of the house has to be completed within 5 years from the end of the financial year in which the capital was borrowed. Therefore, the maximum negative value that can be shown in Step 3 is Rs 2 lakh. If any of the above conditions is not satisfied, then the limit of Rs 2 lakh will be reduced to Rs 30,000.
 
 

 
 
 
 
 

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Shibu Chandran
2 hours ago

Serving political interests in another person's illness is the lowest form of human value. A 70+ y old lady has cancer.

November 28, 2016 05:00 IST
Shibu Chandran
2 hours ago

Serving political interests in another person's illness is the lowest form of human value. A 70+ y old lady has cancer.

November 28, 2016 05:00 IST
Shibu Chandran
2 hours ago

Serving political interests in another person's illness is the lowest form of human value. A 70+ y old lady has cancer.

November 28, 2016 05:00 IST
Shibu Chandran
2 hours ago

Serving political interests in another person's illness is the lowest form of human value. A 70+ y old lady has cancer.

November 28, 2016 05:00 IST


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