Sirs
While filling up IEPF FORM 5, I am facing following few difficulties :
1. In Sl. No. 4 , where and what amount to put value of Shares (is it approx. Market value OR to LEAVE BLANK) ?
2. In the 2nd. Page, what will be the no. of claims, is it 3…i.e. (i) Dividend amount (ii) Original 18 equity shares and (iii) Bonus 18 shares ?
3. In the last page, who will be the Authorised Officer to approve this e-form and how can I do so?
4. Sir, can I claim for Refund of 18 bonus shares.... Physically not with me... Undelivered... and with RTA ?
Please advise.

Regards
Biplab Chakraborty

One of my relatives did some intraday stock trading in last financial year, he is salaried, working in a company (office job: 9 AM to 5 PM).

He pays monthly broadband bills of his residential premises issued in his name via online mode but during market trading hours he was in the company office. However, for learning and planning of the intraday trades, he utilized the internet broadband connection of his residential premises.

Can he claim the expenses incurred towards monthly broadband bills of his residential premises?

What other expenses can he claim besides these expenses and apart from "Stamp duty", "Brokerage", "Securities Transaction Tax (STT)", "IGST", "SEBI turnover fees" & "Exchange transaction charges", with respect to this speculative business (intraday stock trading) income / loss?

Is it necessary to have proofs or invoices of all such expenses?

If some payment was made in cash for repair of laptop or buying its accessory utilized to learn and plan the intraday trades but no invoice received, can he avail this expense?

Please respond in detail in an elaborative manner.

ABC Company's name changed to XYZ after amalgamation. I hold the physical shares certificate in name of ABC, therefore, the request for dematerialization was rejected, and asked to get a new cert in name of XYZ.
What is the procedure to get the same done?

assessee has taken Loan from Bank for Purchase of Shares (held as Investment)
Interest paid on such Loan can be deducted from Taxable Dividend and Capital Gain
OR NOT.

What if assessee has taken loan from relative thru Cheque and invested same in Shares.

Plz reply

Dear Sir,
My brother had purchased a 3 BHK flat in Gurgaon in 2014 which he recently sold out but during this process, he suffered a loss. My question is: Can a loss on sale of a house property be set off against Capital gains ( Long term / short term) of mutual funds / shares transactions?

Regards.

Paritosh Zaveri

My turnover of intraday and delivery based traders is Rs.40 lacs approx.Do i need to maintain books and get the same audited before filing ITR or i can be exempted from the same.Further,please advise if i can file ITR on presumptive basis and if so,then which ITR i have to file.

I would like know how to calculate turnover for trading made in Futures and Trading made in Options. what is the limit for tax audit?

Shares like Videocon Ltd is delisted.. and shareholder will not get any consideration..

Now my question is can I book loss as LT Capital loss n adjust same with realised LT capital gain.
If not where I will adjust this loss

Plz guide
Thanks in advance

Dear Sir,

I am 38 years old and have started investing in Mutual funds 8 months back and my monthly SIP done are as follows :

Mirrae Asset Large Cap Fund : 10,000/-
Axis Small Cap Fund : 5,000/-
Axis Bluechip Fund : 10,000
Parag Parikh Flexi Cap fund : 25,000/-
UTI Nifty Index Fund : 10,000/-

I want to know are the above SIP's good enough for long term investment if my investment horizon is around 10 years and I want to get return on this investment of around 15-20%.

Please help me in this matter.

Regards,
Divyesh Jain

Mr. A died 10 year ago without nomination of his holding in favor of his legal heir and he holds shares in certificate form. Then what is the process of transmission of shares.