Section 80C
This section has been introduced by the Finance Act 2005.
Broadly speaking, this section provides deduction from total income in respect
of various investments / expenditures / payments.
Remember: The limit for maximum deduction
available under Sections 80C, 80CCC and 80CCD (combined together) is Rs.
1,00,000/- (Rs. one lac only).
An additional deduction will be bade Under Section 80CCD(2)
Employer’s Contribution to the employees Pension Fund Since 01/04/2004
1.
Life
Insurance Premium for individuals. The policy must be in the assesse's or
spouse's or any child's name. For a HUF, it may be on life of any member of
HUF. The 80C deduction is valid on insurance policies purchased after 1st
April, 2012 only if the premium is less than 10% of sum assured. Benefits for
existing purchased policies continue.
2.
Sum
paid under contract for deferred annuity for an individual on the life of the
assesse, spouse or any child.
3.
Sum
deducted from salary payable to Govt. Servant for securing deferred annuity for self-spouse or child Payment limited to 20% of salary.
4.
Contribution
made under Employee's Provident Fund Scheme.
5.
Contribution
to PPF for individual can be in the name of the assesse, the spouse or any child. For a HUF, it can be in the name of any member of the family.
6.
Contribution
by employee to a Recognized Provident Fund.
7.
Sum
deposited in 10/15 year account of Post Office Saving Bank
8.
Subscription
to any notified securities/notified deposits scheme. e.g. NSS
9.
Subscription
to any notified savings certificate, Unit Linked Savings certificates. e.g. NSC
VIII issue.
10.
Contribution
to Unit Linked Insurance Plan of LIC Mutual Fund
11.
Contribution
to notified deposit scheme/Pension fund set up by the National Housing Scheme.
12.
Payments
of instalments or part payments of loan taken for buying or constructing
residential house property. However, if the property is transferred before the
expiry of 5 years from the end of the financial year in which possession of
such property is obtained by him, the aggregate amount of deduction of income
so allowed for various years shall be liable to tax in that year.
13.
Contribution
to notified annuity Plan of LIC (e.g. Jeevan Dhara) or Units of UTI / notified Mutual Funds.
Note if in case of such contributions the
deduction under Section 80CCC has already been availed, the rebate under
Section 88 would not be allowable.
14.
Subscription
to units of a Mutual Fund notified u/s 10(23D).
15.
Subscription
to deposit scheme of a public sector, company engaged in providing housing
finance.
16.
Subscription
to equity shares/ debentures forming part of any approved eligible issue of capital made by a public company or public financial institutions.
17.
Tuition
fees paid to any school, college, university or other educational institution situated within India
for the purpose of full time education of any two children.
Section 80CCC: Deduction in respect of
Premium Paid for Annuity Plan of LIC or Other Insurer
Payment of premium for annuity plan of LIC or any other insurer
Deduction is available upto a maximum of Rs. 100,000/-. (This limit has been
increased from Rs. 10,000/- to Rs. 1,00,000/- w.e.f. 01.04.2007).
The premium must be deposited to keep in force a contract for an
annuity plan of the LIC or any other insurer for receiving pension from the
fund.
Section 80CCD: Deduction in respect of
Contribution to Pension Account
Deductions to the extent of 10% of one's salary are available on
deposits made by a Central government servant in one's pension account. If the
Central Government makes any contribution to the pension account, deduction of
such contribution to the extent of 10% of salary shall be allowed. Further, in
any year where any amount is received from the pension account such amount
shall be charged to tax as income of that previous year.
Section 80GG: Deduction in respect of House
Rent Paid
Deduction available is the least of
1.
Rent
paid minus 10% of total income
2.
Rs.
2000/- per month
3.
25%
of total income, provided
o
Assessee
or his spouse or minor child should not own residential accommodation at the
place of employment.
o
He
should not be in receipt of house rent allowance.
o
He
should not have self occupied residential premises in any other place.
Section 80E: Deduction in respect of Interest
on Loan for Higher Studies
Deduction in respect of interest on loan taken for pursuing
higher education. The deduction is also available for the purpose of higher
education of a relative w.e.f. A.Y. 2008-09.
Section 80 TTA: Deduction from gross total
income in respect of any Income by way of Interest on Savings account
Deduction from gross total income of an individual or HUF, upto
a maximum of Rs. 10,000/-, in respect of interest on deposits in savings
account ( not time deposits ) with a bank, co-operative society or post office, is
allowable w.e.f. 1st April 2012 (Assessment Year 2013-14).
Section 80CCG: Rajiv Gandhi Equity Saving
Scheme (RGESS)
The Rajiv Gandhi Equity Saving Scheme (RGESS) was launched after
the 2012 Budget. Investors whose annual income is less than Rs. 10 lakhs can
invest in this scheme (up to Rs. 50,000) and get a deduction of 50% of the
investment.
So, if you invest Rs. 50,000 (maximum amount eligible for income
tax rebate is Rs. 50,000), you can claim a tax deduction of Rs. 25,000 (50% of
Rs. 50,000).
Section 80D: Deduction in respect of Medical
Insurance
Deduction is available up to Rs. 20,000/- for senior citizens
and upto Rs. 15,000/ in other cases for insurance of self, spouse and dependent
children. Additionally, a deduction for insurance of parents (father or mother
or both) is available to the extent of Rs. 20,000/- if parents are senior
Citizen and Rs. 15,000/- in other cases. Therefore, the maximum deduction
available under this section is to the extent of Rs. 40,000/-. From AY 2013-14,
within the existing limit a deduction of upto Rs. 5,000 for preventive health
check-up is available.
Section 80DD: Deduction in respect of
Rehabilitation of Handicapped Dependent Relative
Deduction of Rs. 50,000/- is available on:
1.
expenditure
incurred on medical treatment, (including nursing), training and rehabilitation of handicapped dependent relative.
2.
Payment
or deposit to specified scheme for maintenance of dependent handicapped relative.
Further, if the dependant is a person with severe disability, a
deduction of Rs. 100,000/- is also available under this section. The
handicapped dependent should be a dependent relative suffering from a permanent
disability (including blindness) or mentally retarded, as certified by a
specified physician or psychiatrist.
Note: A person with 'severe disability' means a person with 80%
or more of one or more disabilities as outlined in section 56(4) of the
'Persons with disabilities (Equal opportunities, protection of rights and full
participation)' Act.
Section 80DDB: Deduction in respect of
Medical Expenditure on Self or Dependent Relative
A deduction to the extent of Rs. 40,000/- or the amount actually
paid, whichever is less is available for expenditure actually incurred by
resident assessee on himself or dependent relative for medical treatment of
specified disease or ailment. The diseases have been specified in Rule 11DD. A
certificate in form 10 I is to be furnished by the assessee from any Registered
Doctor.
Section 80G: Deduction for donations towards
Social Causes
The various donations specified in Sec. 80G are eligible for
deduction upto either 100% or 50% with or without restriction as provided in
Sec. 80G. 80G deduction not applicable in case donation is done in form of cash
for amount over Rs 10,000.
Donations with 100% deduction without any qualifying limit:
·
Prime
Minister’s National Relief Fund
·
National
Defence Fund
·
Prime
Minister’s Armenia Earthquake Relief Fund
·
The
Africa (Public Contribution - India )
Fund
·
The
National Foundation for Communal Harmony
·
Approved
university or educational institution of national eminence
·
The
Chief Minister’s Earthquake Relief Fund, Maharashtra
·
Donations
made to Zila Saksharta Samitis.
·
The
National Blood Transfusion Council or a State Blood Transfusion Council.
·
The
Army Central Welfare Fund or the Indian Naval Benevolent Fund or The Air Force
Central Welfare Fund.
Donations with 50% deduction without any qualifying limit.
·
Jawaharlal
Nehru Memorial Fund
·
Prime
Minister’s Drought Relief Fund
·
National
Children’s Fund
·
Indira
Gandhi Memorial Trust
·
The
Rajiv Gandhi Foundation
Donations to the following are eligible for 100% deduction
subject to 10% of adjusted gross total income
Donations to the Government or a local authority for the purpose
of promoting family planning.
Donations to the following are eligible for 50% deduction
subject to 10% of adjusted gross total income
Donation to the Government or any local authority to be utilized
by them for any charitable purposes other than the purpose of promoting family
planning.
Section 80U: Deduction in respect of Person
suffering from Physical Disability
Deduction of Rs. 50,000/- to an individual who suffers from a
physical disability (including blindness) or mental retardation. Further, if
the individual is a person with severe disability, deduction of Rs. 100,000/-
shall be available u/s 80U. Certificate should be obtained from a Govt. Doctor.
The relevant rule is Rule 11D.
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