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AIS alerts for mutual fund and stock investments often arise when capital gains, dividend income, or high-value transactions do not match disclosures in the income tax return. These discrepancies frequently trigger follow-up notices, especially when Schedule CG reporting does not align with AIS, Form 26AS, or broker statements. With post-2024 rule changes tightening equity and debt fund reporting, accurate reconciliation has become essential. TaxBuddy plays a central role in

Tax-saving choices often look similar at first glance, but NPS, ELSS, and PPF stand apart because they cover three distinct investor needs—growth, stability, and retirement security. All three qualify for deductions under Section 80C of the Income Tax Act, 1961, yet their risk levels, returns, tax treatments, and lock-in rules differ sharply. Understanding these differences helps ensure that the right mix is chosen based on goals, income tax regime, and appetite for market ex

Capital gains tax on mutual funds is determined by how long the investment is held and the type of fund—equity or debt. The Income Tax Act, 1961, categorizes these gains into short-term and long-term, each attracting distinct tax rates. Budget 2025 has introduced clarity on holding periods, tax slabs, and exemption limits, making compliance easier for investors. With automation-led tax filing platforms like TaxBuddy , reporting capital gains has become simpler and more accur

Reporting mutual fund redemptions and capital gains correctly in an Income Tax Return (ITR) ensures compliance with the Indian Income Tax Act and prevents mismatch notices from the department. Each redemption—whether from equity, debt, or hybrid mutual funds—must be classified as short-term or long-term based on the holding period, and taxed accordingly. Gains are declared under Schedule CG, while dividends fall under income from other sources. With revised rules under Budget

Capital gains form a critical component of taxable income, especially for investors dealing with stocks, mutual funds, or real estate....

Mutual funds have become a popular investment choice for many due to their diversification benefits and potential for higher returns....

Understanding the tax on mutual fund income is vital for every investor. The introduction of Section 194K changed how mutual fund...

Many people wonder about taxes when they make profits from selling shares or mutual funds. Understanding Section 112A  is very important...

Mutual funds are a popular investment vehicle due to their diversification, ease of management, and potential for attractive returns....

You must be searching for various tax-saving strategies to lessen the burden associated with taxes as a taxpayer. One of the significant...