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Monday, 29 June 2015

DT: Amendment in section 80C, 80CCC and 80CCD



Click on the following links to read the amendments provided in the previous posts

4. Know everything about section 32AD 
5. Amendment in section 36 of P/G/B/P 
6. Amendment in scientific research

Today, we are posting the amendment related to Chapter VIA.

 
Section 80C
According to section 80C(2)(xviii), deposit under a notified scheme would be qualified for deduction within the overall ceiling of Rs. 1,50,000. For this purpose, Sukanya Samriddhi Account Scheme has been notified vide Notification No. 9/2015.

Amendment
For allowing the deduction under section 80C to the parent or legal guardian of the girl child, section 80C has been amended by the Finance Act, 2015. The amended provisions provide that a sum paid or deposited during the year in the above scheme by an individual in the name of individual, or any girl child of the individual or in the name of any girl child for whom such an individual is the legal guardian, would be eligible for deduction under section 80C. No deduction will be allowed if the amount is deposited by a HUF.

Amendment to section 80CCC
The monetary ceiling of Rs. 1,00,000 under section 80CCC has been increased to Rs. 1,50,000 from the assessment year 2016-17

Amendment to section 80CCD
The following amendments have been made to the scheme of section 80CCD from the assessment year 2016-17-
1.       The ceiling of Rs. 1,00,000 as per section 80CCD(1A) has been removed.
2.       A new sub-section (1B) has been inserted in section 80CCD for providing an additional deduction in respect of any amount paid (up to Rs. 50,000) for contribution made by any individual assessee  under the National Pension Scheme(NPS). On this additional contribution, the ceiling of Rs. 1,50,000 under section 80CCE will not be applicable.
The table given below highlights the amendments made to section 80CCC and 80CCD

From the assessment year 2016-17

Maximum deduction under relevant section
Cumulative maximum deduction [sec. 80CCE]
Section 80C
Rs. 1,50,000
Rs. 1,50,000
Section 80CCC
Rs. 1,50,000
Section 80CCD(1) (i.e. employee's contribution or assessee's contribution towards NPS
10% of "salary" [for a self-employed person: 10% of GTI]
Section 80CCD(1B) (i.e. contribution to NPS by an individual
Rs. 50,000
Not applicable
Section 80CCD(2) (i.e. employer's contribution towards NPS)
10% of salary
Not applicable

Example: A is in service of XYZ Ltd. since 1988. Currently, his basic salary plus dearness allowance is Rs. 12,00,000. He contributes Rs. 1,75,000 towards NPS, deposits Rs. 40,000 in PPF and deposits Rs. 60,000 towards annuity plan of LIC which is eligible for deduction under section 80CCC (total investment in NPS, annuity plan and PPF is Rs. 2,75,000). XYZ Ltd. contributes Rs. 1,30,000 towards NPS and gives annual bonus of Rs. 4,40,000. Bank FD interest of A for the previous year 2015-16 is Rs. 4,00,000.

Rs.
Rs.
Basic salary and DA

12,00,000
Bonus

4,40,000
Contribution of XYZ Ltd. towards NPS

1,30,000
Income under the head "Salaries"

17,70,000
Income from other sources

4,00,000
Gross total income

21,70,000
Less: Deduction u/s 80CCD(1B) [contribution by A towards NPS, subject to maximum of Rs. 50,000]

50,000
Less: Deduction u/s 80CCD(2) [contribution by XYZ Ltd. of Rs. 1,30,000 or 10% of salary, whichever is less]

1,20,000
Less: Deduction u/s 80C
40,000

Less: Deduction u/s 80CCC
60,000

Deduction u/s 80CCD(1) [ contribution: Rs. 1,25000*, 10% of salary, whichever is less
1,20,000

Total
2,20,000

Subject to maximum ceiling of Rs. 1,50,000

(1,50,000)
Net income

18,50,000

*NPS contribution by A: Rs. 1,75,000 minus Rs. 50,000 [i.e. amount claimed as deduction u/s 80CCD(1B)]

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