Income Tax For Senior Citizens: How File For AY 2026-27
Course Description
- Introduction to Senior Citizen Taxation
- Senior Citizen and Super Senior Citizen - Meaning & Eligibility
- Tax Framework: Income-tax Act, 1961 vs Income Tax Act, 2025
- Taxable Income of Senior Citizens
- Pension and Family Pension
- Interest Income
- Income from House Property
- Capital Gains
- Income from Other Sources
- Overview of Tax Deductions
- Section 80C - Investments and Savings
- Section 80CCD - Pension Contributions
- Section 80D - Medical Insurance Premium
- Section 80DDB - Specified Diseases Deduction
- Section 80G - Donations and Charitable Contributions
- Section 80TTB - Deduction on Interest Income
- Summary of Tax Benefits for Senior Citizens
- Old Tax Regime vs New Tax Regime
- Choosing the Right Tax Regime
- Tax Regime Planning and Practical Case Studies
- TDS on Senior Citizens
- Relief under Section 194P
- Advance Tax Provisions
- Interest and Penalty Provisions
- Pre-Filing Checklist
- Documents Required for ITR Filing
- AIS, TIS and Form 26AS Reconciliation
- Selection of Appropriate ITR Forms
- Step-by-Step ITR Filing Process
- E-Verification of Income Tax Return
- Refund Processing and Tracking
- Key Changes for Senior Citizens
- Comparative Analysis of Both Acts
- Future Impact on ITR Filing
- Transition Strategy for Tax Professionals
- Compliance Checklist under the New Act
- Retirement Tax Planning
- Estate and Succession Planning
- Wealth Preservation Strategies
- Tax Saving Opportunities
- Professional Advisory Checklist
- Frequently Asked Questions (FAQs)
- Conclusion
Meet Your Instructor
CA Mohit Punetha
Mohit Punetha is a member of Institute of Chartered Accountant of India. He did his Graduation from Delhi University. He did his Post Graduation from Indira Gandhi National Open University. He is a founder of YouTube channel Tax Gupshup. Where he post more than 580 videos on various topics of Income tax, Goods and services tax etc. My story In my journey till date, I learn many things; still learning, therefore I here to share my views, experiences towards this as I personally believe sharing is caring towards others, which is very essential as if you don't share what you learn, it may not influence other what not to do. Therefore, here is my story in short so that it will also help others what to do, or not to do in life. During my initial journey of CA exams. But my transformation helped me to clear the CA Final exam easily (which is considered done of the toughest levels of the CA course). I did more than self valuation of research on human efficiency, productivity, habits, mindset, skillset required to grow in life. When I implemented all these learnings myself, I was able to clear my CA Final Exam and the journey is still continuing. Today, I am a member of Institute of Chartered Accountants of India. I did my Graduation from Delhi University. I did my Post Graduation from Indira Gandhi National Open University and founder of You tube Channel Tax Gupshup, we have posted 500+ video on various topics of Income Tax, Goods; Services Tax and various other matters.
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