Categories: Income tax Return

Mandatory ITR Filing Requirement Cases for AY 2025–26

Mandatory ITR Filing Requirement Cases for the AY 2025–26:

Filing your Income Tax Return (ITR) is not only a statutory duty—it ensures transparency in your finances, helps you claim refunds, and keeps you compliant with Indian tax laws.

Summary of the ITR Filing Requirement for AY 2025–26 (FY 2024–25) :

Who Needs to File ITR?

Category When Filing is Mandatory
Individuals (< 60 years) Income > ₹2.5 lakh
Senior Citizens (60–80 years) Income > ₹3 lakh
Super Senior Citizens (80+) Income > ₹5 lakh
Businesses/Firms Always, regardless of income

An individual must file their income tax return if any of the following conditions are met:

  1. Income exceeds the basic exemption limit (Refer to table below for specific limits by age and regime)
  2. Cash deposits exceed ₹1 crore in a current account during the financial year.
  3. Cash deposits exceed ₹50 lakh in a savings account during the year.
  4. Spent more than ₹2 lakh on foreign travel during the year.
  5. Paid electricity bill exceeding ₹1 lakh in a year.
  6. Business turnover exceeds ₹60 lakh during the year.
  7. Professional receipts exceed ₹10 lakh in a year.
  8. TDS or TCS exceeds ₹25,000 during the year.(₹50,000 for senior citizens aged 60 or above)
  9. Invested in US stocks (or any other foreign stock) — Indian resident with foreign investments.
  10. Held foreign assets during the financial year.

Recommended (But Not Mandatory):

Filing ITR is recommended if Taxpayers want to carry forward a loss under any head (e.g., capital loss). Taxpayer are eligible for a TDS refund. Taxpayer AIS (Annual Information Statement) shows high-value transactions that require clarification or reporting.

Special Case – Senior Citizens (Age 75+)

Exemption from ITR filing is available if The person is a resident senior citizen aged 75 years or more, and Has only pension income and interest from the same bank, and Has submitted Form 12BBA to the bank.

ITR Forms for AY 2025–26

Form Applicable To
ITR-1 (Sahaj) Salaried individuals with income ≤ ₹50 lakh (no business income)
ITR-2 Individuals & HUFs with capital gains/multiple properties
ITR-3 Individuals with business/professional income
ITR-4 Presumptive income under Sections 44AD, 44ADA, 44AE
ITR-5 Firms, LLPs, AOPs, BOIs
ITR-6 Companies (other than those claiming exemption under Sec 11)
ITR-7 Trusts, political parties, charitable institutions

Basic Exemption Limits (AY 2025–26)

Regime Age Group Exemption Limit
Old Regime Below 60 ₹2,50,000
60–79 ₹3,00,000
80 and above ₹5,00,000
New Regime All ages ₹3,00,000

Important Due Dates (AY 2025–26)

Category Due Date
Individuals / HUFs (Non-Audit) 31st July 2025
Taxpayers requiring Audit 31st October 2025
Transfer Pricing (Form 3CEB) cases 30th November 2025

Do’s & Don’ts while ITR Filing

Do’s Don’ts
Keep Form 16, AIS, TIS, investment proofs Don’t choose wrong ITR form
Verify ITR within 30 days Don’t ignore IT Dept. communications.
Pre-validate your bank account Don’t mismatch income & TDS
Ensure accurate PAN–Aadhaar linking Don’t wait till the last day to file
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