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ITR-2 Form Filing

ITR-2 forms must be filed by individuals who are NRIs, directors of companies, shareholders of private companies, or who have capital gains income, income from foreign sources, two or more house properties, or income of more than Rs. 50 lakhs.The ITR-2 form is an important income tax return form that is used by Indian citizens as well as NRIs to file their returns with the Income Tax Department of India. The taxpayers who are not eligible to file ITR 1 can file ITR 1 to file their income tax returns. Individuals and Hindu undivided families who have income for the fiscal year from salary, pension, more than one property, capital gains, foreign assets, business, income from a profession as a partner, and other sources such as lottery, racehorses, and legal gambling can file ITR 2.Also, an individual who is not eligible to file using ITR 1 because their income exceeds Rs. 50 lakh can file an ITR 2 form.

Who can file Form ITR-2?

ITR Form 2 can be filed by individuals and the HUF who are not eligible to file Form ITR-1 and receive income from "profits and gains from business or profession." As a result, the following individuals are eligible to file Form ITR 2:

  • Income from Salary and Pension

  • Income from house property (which can be from more than one house property)

  • Income from capital gains

  • Income from other sources (lottery, bets on horses, and other gambling)

  • Foreign Assets and Foreign Income

  • Agricultural income is more than Rs. 5000.

  • A resident is not an ordinary resident and an NRI.

  • Also, a director of any company and an individual who is invested in unlisted equity shares of a company should file their returns in ITR-2.

Documents required to file ITR 2:

What documents are required to file ITR-2 returns?

  • Copy of the previous year’s tax return

  • Bank Statement

  • TDS Certificate

  • Deductions for Savings Certificates

  • interest statement that shows the interest that is paid throughout the year.

  • balance sheet, P&I, account statement, and other audit reports wherever they are applicable.

Structure of ITR-2 Form:

ITR-2 is divided into:

Part A: General Information

Schedule S: Details of income from salaries

Schedule HP: Details of Income from House Property

Schedule CG: Computation of Income Under Capital Gains

Schedule OS: Computation of income under "Income from other sources

Schedule CYLA: Statement of income after set-off of the current year’s losses

Schedule BFLA: Statement of income after set-off of unabsorbed loss brought forward from earlier years

Schedule CFL: Statement of losses to be carried forward to future years

Schedule VIA: Statement of deductions (from total income) under Chapter VIA

Schedule 80G: Statement of donations entitled for deduction under section 80G

Schedule 80GGA: Statement of donations for scientific research or rural development

Schedule AMT: Computation of Alternate Minimum Tax Payable Under Section 115JC

Schedule AMTC: Computation of tax credit under section 115JD

Schedule SPI: Statement of income arising from a spouse, minor child, son's wife, or any other person or group of people to be included in the assessee's income in Schedules HP, CG, and OS.

Schedule SI: Statement of income which is chargeable to tax at special rates

Schedule EI: Details of Exempt Income

Schedule PTI: Pass-through income details from a business trust or investment fund as per Sections 115UA and 115UB

Schedule FSI: Statement of income accruing or arising outside India

Schedule TR: Details of Taxes Paid Outside India

Schedule FA: Details of Foreign Assets and Income from Any Source Outside India

Schedule 5A: Statement of apportionment of income between spouses governed by the Portuguese Civil Code

Schedule AL: Assets and liabilities at the year-end (applicable in case the total income exceeds Rs 50 lakhs)

Schedule DI: Schedule of tax-saving investments, deposits, or payments to claim deduction or exemption in the extended period.


Part B-TI: Computation of Total Income

Part B-TTI: Computation of tax liability on total income

Fill in the blanks if the return was prepared by a tax return preparer.

Documents Required for Personal Tax Return Filing ITR-2 return filing

ITR Form 2 can be filed by individuals and the HUF who are not eligible to file Form ITR-1 and receive income from "profits and gains from business or profession." As a result, the following individuals are eligible to file Form ITR 2:

  • Income from Salary and Pension

  • Income from house property (which can be from more than one house property)

  • Income from capital gains

  • Income from other sources (lottery, bets on horses, and other gambling)

  • Foreign Assets and Foreign Income

  • Agricultural income is more than Rs. 5000.

  • A resident is not an ordinary resident and an NRI.

  • Also, a director of any company and an individual who is invested in unlisted equity shares of a company should file their returns in ITR-2.

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