Tax refund claim
Querist : Anonymous
NOW HOW CAN HE CLAIM FOR TDS AMOUNT?
.
Querist : Anonymous
---
### Step 1: File Income Tax Return (ITR)
* Since the income is from salary and he wants to claim refund, he should file **ITR-1 (Sahaj)** if his income is only from salary, one house property, and other sources like interest, and total income is less than ₹50 lakh.
* If he has income from other sources or more than one house property, he may need to file **ITR-2**.
---
### Step 2: Claim Relief Under Section 89(1)
* Since arrears were received in lump sum, the tax liability may be higher in that year.
* Section 89 allows relief by spreading the arrears over the years to which they relate, thereby reducing the tax burden.
* To claim this relief:
* Fill **Form 10E** online on the Income Tax Department website before filing the return.
* Mention arrears and corresponding years in Form 10E.
---
### Step 3: Submit Return and Track Refund
* After filing the return with Section 89 relief, the department will process and adjust excess TDS.
* Refund will be issued if applicable.
---
**Summary:**
| Action | Details |
| ----------------- | ------------------------------------- |
| ITR to file | ITR-1 or ITR-2 depending on income |
| Relief to claim | Section 89(1) (with Form 10E) |
| Documents to keep | Salary slips, Form 16, arrear details |
| Refund | Claimed via ITR filing |
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