Treatment of Mutual Fund in ITR

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accountant
31 Points Posted on 18 August 2025

Dear Member

I have purchased mutual fund of 200000 in FY 24-25 but did not sell or redeem. I have other Income of 194J Can I file ITR 4 or I need to file ITR 3. and what will be the treatment of mutual fund in ITR. Please advise 

 

Thanks in advance

Regards

Manish Singh

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On 18 August 2025 at 14:35 Report
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Quick Summary
This discussion clarifies the treatment of mutual fund investments when filing your Income Tax Return (ITR). It addresses whether purchasing mutual funds without selling or redeeming them requires ITR 3 or if ITR 4 is sufficient. The advice given is that ITR 4 can be used, and the mutual fund investment itself doesn't need to be declared until it is sold or redeemed.

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SEO Sai Gr. Hosp.
121521 Points Posted on 18 August 2025
  1. Yes, you can file ITR 4.
  2. No declaration of investment. It is declared only when it is redeemed.
2 Reply
On 18 August 2025 at 15:37
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accountant
31 Points Posted on 19 August 2025

Thanks for the reply sir

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On 19 August 2025 at 22:10
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SEO Sai Gr. Hosp.
121521 Points Posted on 19 August 2025

You are welcome.                     

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On 19 August 2025 at 23:00

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