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Writer's pictureDeepak Pande, CFP

Tax Planning for Individuals

Individuals earning income above exemption limit, this is the most opportune time to make Tax Planning for the current Financial Year when Salaried Employees have to submit Investment declaration under various Tax Saving Schemes. Based on the declaration made, TDS is deducted every month till the time employer asks for the Investment proof during last quarter of FY, to validate the declaration. Thereafter, proportionate TDS is recovered from the Salary for the remaining period of the FY. Similarly, Businessmen, Self-employed and Professionals earning income beyond threshold could also make their Tax Planning well in advance rather than waiting till the end of FY. Let us discuss important sections of Income Tax Act, 1961, as modified from time to time, where investment could be planned to get tax deduction :-


Section 80 C : Maximum Deduction Rs 150,000/-

Investments in Provident Fund (PF), Public Provident Fund (PPF), National Savings Certificate (NSC), Bank Fixed Deposit (FD), Life Insurance Premium (LIP), Equity Linked Savings Scheme (ELSS), Housing Loan Principal repayment and National Pension Scheme (NPS).


Section 80 CCD (1B) : Exclusive Deduction Rs 50,000/-

National Pension Scheme (NPS) only.


Section 80 D : Maximum Deduction Rs 25,000/- for Self & Family; Rs 50,000/- for Senior Citizen and/or Parents (SC) in the form of Health Insurance Premium.


Section 80 E : No limit on Interest on Education Loan for self or dependent.


Section 80 TTA : Maximum limit of Rs 10,000/- for interest earned on Savings Deposit.


Section 194 A : Maximum limit of Rs 50,000/- for interest earned on Deposits in Banks and Post Offices for Senior Citizens only.


Section 24 : Maximum Limit of Rs 200,000/- for Interest on Home Loan


Keep watching this space for interesting updates!


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