Appropriate form

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124 Points Joined April 2018

My mother used to file ITR 4, but due to my father expired on 13.12.2024, my mother started receiving family pension from that date. Which appropriate ITR form should be filed from this A.Y. and onwards? Is it ITR 1 or else? Please guide me. 

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On 08 June 2025 at 21:59 Report
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Master in Accounts & high court Advocate
8991 Points Joined December 2011

Given your mother's situation, she'll need to file a different ITR form due to receiving family pension. Here's what you need to know -

*Family Pension Taxability*: Family pension is taxable under the head "Income from other sources" in ITR. The tax liability is based on the income tax slab rate applicable to the recipient. -

*Appropriate ITR Form*: Considering your mother was previously filing ITR-4 (Sugam), which is for presumptive income from businesses or professions, she'll now likely need to file

 *ITR-1 (Sahaj)*. ITR-1 is suitable for individuals with income from salary, pension, or other sources, including family pension. To confirm, it's essential to consider your mother's overall income situation, including any other sources of income she may have. If she has income from other sources besides family pension, such as interest or dividends, ITR-1 might still be suitable. However, if her income situation is more complex, she might need to file a different form. *Key points to consider:* - *Income Sources*: Family pension will be reported under "Income from other sources" in ITR-1. - *Tax Deductions*: Your mother can claim deductions on her taxable income, such as under Section 80C, 80D, or 80TTB, depending on her investments and expenses. -

 *Form 16*: If tax is deducted at source on her family pension, she'll need to obtain Form 16 or Form 16A to report the TDS while filing her ITR. It's recommended to consult a tax professional or CA to ensure your mother files the correct ITR form and takes advantage of available deductions and exemptions.

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On 08 June 2025 at 22:07
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124 Points Joined April 2018

Thank you sir for valuable advice. 

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On 10 June 2025 at 21:44


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