What ITR-2 AY 2026-27 covers
ITR-2 is for individuals and HUFs without business income but with items such as capital gains, multiple house properties, foreign assets, foreign income, directorship or unlisted shares. Verify current AY forms and utilities before filing.
Situations this page is built for
- Employee with stock or mutual fund capital gains.
- NRI with Indian income.
- Resident with foreign bank account or RSUs.
- Taxpayer with income above Rs. 50 lakh needing Schedule AL.
Documents and details to keep ready
- Form 16.
- AIS and Form 26AS.
- Capital gains statement.
- Foreign asset and income details.
- Form 67 and TRC where applicable.
- Property sale documents.
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.
Common mistakes
- Using ITR-1 despite capital gains.
- Omitting Schedule FA.
- Wrong 87A treatment.
- Not reporting foreign dividends.
ITR-2 Filing Guide AY 2026-27: 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.
FAQs
Which year should I use for ITR-2 Filing Guide AY 2026-27?
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.
ITR-2 Filing Guide AY 2026-27: 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.
What to verify for ITR-2 Filing Guide AY 2026-27
- 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.
ITR-2 Filing Guide AY 2026-27: 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.
What to verify for ITR-2 Filing Guide AY 2026-27
- 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.