banner_ad

Itr-2: where to mention mutual fund return and pf return

Tax queries 2616 views 5 replies

hi,

I need to show mutual fund return amount and pf withdrawal amount on ITR-2. can you please guide me that in ITR-2 where(in which sheet and section) to mention these.

Note: both are exempt income, I don't need to pay tax on these return. the mutual fund was an equity based fund.

Replies (5)

Schedule EI ( Exempt Income)

i agree with above answer.

there are 5 options, which one i should choose:

Interest income 
Dividend income 
Long-term capital gains on which Securities Transaction Tax is paid 
Net Agricultural income (other than income to be excluded under rule 7A, 7B or 8 of I.T. Rules)
Others, (including exempt income of minor child)
pf withdrawal will be given in "others" and mutual fund income should be in "dividend income" if it is in nature of dividend or else "others".
Originally posted by : pavan kumar
Schedule EI ( Exempt Income)

Sir, In my case I have withdrawn my PF before 5 years of continous service due to termination. Agreed, I will need to shown this as income from other sources i.e. PF Employer share + PF Total interest recd + Employee Pension amount. But, under which head or Section in ITR 2, sheet "OS" should I show this income to be taxed?

Also, should I shown the Employee PF share as exempt income?


CCI Pro

Leave a Reply

Your are not logged in . Please login to post replies

Click here to Login / Register  

Company
Featured 02 May 2026
Senior Executive

hitesh chandwani & co

Pune

B.Com

View Details
Company
Featured 29 April 2026
Manager- Finance and Compliance

Naveen Fintech Pvt Ltd

Kolkata

CA Inter

View Details
Company
Featured 14 April 2026
GST CONSULTANT

Abhishek G Agrawal & Co.

Korba

CA Final

View Details
Company
Featured 13 April 2026
GST CONSULTANCY

Abhishek G Agrawal & Co.

Korba

CA Final

View Details
Company
Featured 28 March 2026
Accountant

Ashok Amol & Associates

New Delhi

B.Com

View Details
Company
Featured 28 March 2026
CA Final

Ashok Amol & Associates

New Delhi

CA Final

View Details
Company
Featured ARTICLESHIP 19 March 2026
Article Assistant

Gupta Sachdeva & Co. Chartered Accountants

New Delhi

CA Final

View Details
Company
Featured 14 March 2026
Associate CA

N N V Satish&co

Hyderabad

CA

View Details