Updated Return under Section 139(8A) ITR-U | Author CA Prabhakar Gupta

Updated Return under Section 139(8A)  ITR-U

 

The Income Tax Act allows individuals to file an updated return of their income for the previous year relevant to the assessment year at any time within 24 months from the end of the relevant assessment year, regardless of whether or not they have already filed an original, belated, or revised return under section 139(1), 139(4), or 139(5), respectively. For example, for the assessment year 2023-24, an updated return can be filed until March 31, 2026.

 

However, there are a few scenarios where the provisions of an updated return would not apply. For instance, if an updated return results in a loss return or decreases the total tax liability determined on the basis of the original, belated, or revised return filed, it cannot be filed. Similarly, if the updated return results in a refund or increases the refund due on the basis of the return already filed, it cannot be filed either. Additionally, an income tax liability declared in an earlier return cannot be converted into an income tax refund by filing an updated return.

 

If an individual has incurred a loss in any previous year and has furnished a return of loss on or before the due date of filing the return of income under section 139(1), they are allowed to furnish an updated return if such updated return is a return of income. For example, if an individual has furnished a return of loss for the assessment year 2022-23 on July 31, 2022, consisting of Rs. 2,00,000 as business loss, they can furnish an updated return for the same assessment year up to March 31, 2025, if such updated return is a return of income.

 

In case the loss is being carried forward or unabsorbed depreciation carried forward or MAT/AMT tax credit carried forward is to be reduced for any subsequent previous year as a result of furnishing an updated return of income for a previous year, an updated return is required to be furnished for each such subsequent previous year.

 

However, there are certain circumstances where an updated return cannot be furnished. No updated return shall be furnished for the assessment year relevant to the previous year in which a search is initiated or survey is conducted, or requisition is made, and for any assessment year preceding such assessment year in the following scenarios:

 

Where a search has been initiated under section 132 or books of account or other documents or any assets are requisitioned under section 132A

Where a survey has been conducted under section 133A (other than survey conducted in relation to TDS or TCS)

Where a notice has been issued to the effect that any money, bullion, jewellery or valuable article or thing, seized or requisitioned under section 132 or section 132A, in case of any other person belongs to such person; or any books of account or documents, seized or requisitioned under section 132 or section 132A in the case of any other person, pertain or pertains to, or any other information contained therein, relate to, such person.


No updated return shall be furnished for the assessment year relevant to the previous year in the following scenarios:

 

Where an individual has already furnished an updated return under this sub-section for the relevant assessment year

Where any proceeding for assessment, reassessment, recomputation, or revision of income under this Act is pending or has been completed for the relevant assessment year

Where the Assessing Officer has information in his possession for the relevant assessment year that suggests the individual has any undisclosed income


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वेबसाइट पर प्रकाशित सामग्री/सूचना केवल सूचनात्मक उद्देश्यों और पाठक के व्यक्तिगत गैर-व्यावसायिक उपयोग के लिए है। यह पेशेवर सलाह या फर्म की सिफारिश का गठन नहीं करता है, तो लेखक और ही वेबसाइट और ही इसके सहयोगी इस लेख में किसी भी जानकारी से उत्पन्न किसी भी प्रकार की हानि या क्षति के लिए कोई दायित्व स्वीकार करते हैं और ही उस पर निर्भरता में की गई किसी भी कार्रवाई के लिए।

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