WorkIndex/How to File ITR for Capital Gains
How-to

How to File ITR for Capital Gains
Schedule CG, 112A and special-rate tax done right

Capital gains filing starts with the asset type and holding period. The wrong schedule can create a defective return or wrong tax.

Post Your Requirement - Free
Verified expert discovery
Compare quotes and timelines
India-specific guidance
Structured requirements
How-to

What capital gains ITR filing covers

Capital gains are reported in ITR-2 or ITR-3 depending on whether business income exists. Equity LTCG, STCG, property, unlisted shares and VDA each need separate schedule treatment.

How-to

Situations this page is built for

  • Sold shares or mutual funds.
  • Sold property.
  • Crypto/VDA gains.
  • Foreign shares or RSUs sold.
How-to

Documents and details to keep ready

  • Broker capital gains report.
  • Sale deed and purchase deed.
  • Cost improvement proof.
  • VDA exchange report.
  • AIS/Form 26AS.
How-to

Process

Clarify facts

Identify the exact year, state, form, portal status, transaction type and statutory deadline.

Reconcile records

Match notices, books, portal data, invoices, challans and bank entries before filing or replying.

Prepare submission

Draft the filing, response, registration application, calculation or project scope with supporting records.

Track outcome

Download acknowledgements, respond to clarifications and keep a clean record trail.

How-to

Common mistakes

  • Using ITR-1.
  • Wrong holding period.
  • Ignoring 87A restriction.
  • No Schedule 112A details.
Official fact-check status

How to File ITR for Capital Gains: year and source check

Last fact-checked: 25 May 2026.

AY 2026-27 means FY 2025-26 income under the Income-tax Act, 1961. Tax Year 2026-27 means FY 2026-27 income under the Income Tax Act, 2025. Do not mix the two labels.

For AY 2026-27, check the ITR utility, validation rules and official e-filing guidance before relying on secondary summaries.

Use official portal pages, CBDT notifications, the supplied Act PDF and ICAI material before making a filing, payroll, TDS/TCS or rebate decision.

Questions People Ask

FAQs

Which year should I use for How to File ITR for Capital Gains?

Use AY 2026-27 for FY 2025-26 income under the Income-tax Act, 1961. Use Tax Year 2026-27 for FY 2026-27 income under the Income Tax Act, 2025.

What documents should I share with a tax expert?

Share the portal screenshot, exact year, income breakup, certificates, AIS/Form 26AS, notices, challans and any computation already prepared.

Can WorkIndex help me find a specialist?

Yes. Post a requirement with the legal year, records and deadline so experts can quote on the real issue instead of a generic page title.

Official fact-check status

How to File ITR for Capital Gains: year and source check

Last fact-checked: 25 May 2026.

AY 2026-27 means FY 2025-26 income under the Income-tax Act, 1961. Tax Year 2026-27 means FY 2026-27 income under the Income Tax Act, 2025. Do not mix the two labels.

For AY 2026-27, check the ITR utility, validation rules and official e-filing guidance before relying on secondary summaries.

Use official portal pages, CBDT notifications, the supplied Act PDF and ICAI material before making a filing, payroll, TDS/TCS or rebate decision.

Review checklist

What to verify for How to File ITR for Capital Gains

  • Correct financial year, assessment year or tax year.
  • Taxpayer type, age category, residential status and business/profession status.
  • Exact income heads, including salary, house property, business/profession, capital gains, VDA and other sources.
  • AIS/TIS, Form 26AS, TDS/TCS certificates, challans and portal pre-fill.
  • Deductions/exemptions allowed in the selected regime and current ITR utility validation rules.
  • Whether the issue is a calculation, filing, notice response, rectification, appeal or advisory position.
Official fact-check status

How to File ITR for Capital Gains: year and source check

Last fact-checked: 25 May 2026.

AY 2026-27 means FY 2025-26 income under the Income-tax Act, 1961. Tax Year 2026-27 means FY 2026-27 income under the Income Tax Act, 2025. Do not mix the two labels.

For AY 2026-27, check the ITR utility, validation rules and official e-filing guidance before relying on secondary summaries.

Use official portal pages, CBDT notifications, the supplied Act PDF and ICAI material before making a filing, payroll, TDS/TCS or rebate decision.

Review checklist

What to verify for How to File ITR for Capital Gains

  • Correct financial year, assessment year or tax year.
  • Taxpayer type, age category, residential status and business/profession status.
  • Exact income heads, including salary, house property, business/profession, capital gains, VDA and other sources.
  • AIS/TIS, Form 26AS, TDS/TCS certificates, challans and portal pre-fill.
  • Deductions/exemptions allowed in the selected regime and current ITR utility validation rules.
  • Whether the issue is a calculation, filing, notice response, rectification, appeal or advisory position.

Need a professional to review your case?

Post your requirement on WorkIndex and compare relevant experts before hiring.

Post Requirement as Customer