Form 15H PDF Details

Taxation, a fundamental aspect of financial planning and legal compliance, involves various forms and declarations that can seem daunting at first glance. Amongst these, the 15H form stands out, specifically designed for individuals aged sixty years or above, offering them a pathway to claim certain receipts without the deduction of tax, under specific sections of the Income Tax Act, 1961. Delving into this form unveils a structured approach enabling senior citizens to safeguard their interests, particularly when it involves dividends, interest on securities, and other specified incomes. What makes Form 15H significant is not only its purpose but the detailed prerequisites it encompasses from the declarant’s personal information, including PAN, age, and address details, to an intricate declaration related to estimated income and investments. This includes a comprehensive list of schedules detailing shares, securities, mutual funds, and other investments, which are beneficially owned by the declarant. Furthermore, a declaration section meticulously outlines the taxpayer's residency status and the assertion that the incomes listed are exclusive to the declarant and not attributable to another’s total income. The submission of this declaration to the appropriate authority underpins the individual’s compliance with tax regulations, aiming for a seamless tax exemption process. As we dissect the nuances of Form 15H, it becomes evident that its preparation and submission are crucial steps for eligible seniors to manage their tax liabilities effectively.

QuestionAnswer
Form NameForm 15H
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesform 15g filled sample pdf download, form 15g sample download pdf for pf, form 15h in word format for ay 2020 21, 15g filled form sample pdf

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FORM NO. 15H

[See section 197A(1C), 197A(1A) and rule 29C(1A)]

Declaration under section 197A(1C) of the Income tax Act, 1961 to be made by an individual who is of the age of sixty years or more claiming certain

receipts without deduction of tax.

PART - I

1.

Name of Assessee (Declarant) :

 

2.

PAN :

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3.

Age :

4.

Assessment Year

2014-15

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5.

Flat / Door / Block No. :

 

 

 

 

 

 

 

 

 

 

 

 

6.

Name of Premises :

 

 

7.

Assessed in which Ward / Circle

 

 

 

 

 

 

 

 

 

 

 

 

8.

Road / Street / Lane :

9. Area / Locality :

10.

AO Code (whom assessed last time) :

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Area Code

 

AO Type

Range Code

 

AO No.

 

 

 

 

 

 

 

 

 

 

11. Town / City / District :

12. State :

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

13. PIN :

 

14.

Last Assessment Year in

2013-14

 

 

 

 

which assessed :

 

 

 

 

 

 

 

 

 

 

15. Email :

16. Telephone / Mobile No :

17.

Present Ward / Circle

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

18. Name of Business / Occupation :

 

19.

Present AO Code (if not same as above):

 

 

 

 

 

 

 

 

 

 

20. Jurisdictional Chief Comm. of Income Tax or

 

Area Code

 

AO Type

Range Code

 

AO No.

 

Comm. of Income Tax (if not assessed to income tax earlier):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

21. Estimated total income from the sources mentioned below:

 

 

 

 

(Please tick the relevant box)

 

 

 

 

 

 

 

 

 

 

Dividend from shares referred to in Schedule - I

 

 

 

 

 

 

 

 

 

 

 

 

 

Interest on securities referred to in Schedule - II

 

 

 

 

 

 

 

 

 

 

 

 

 

Interest on sums referred to in Schedule - III

 

 

 

 

 

 

 

 

 

 

 

 

 

Income from units referred to in Schedule - IV

 

 

 

 

 

 

 

 

 

The amt of withdrawal referred in clause(a) of sub sec-2 of sec-80CCA referred in Schedule - V

 

 

 

 

 

 

 

22. Estimated total income of the previous year in income mentioned in Col - 21 to be included :

 

 

 

 

 

 

 

 

 

23.Details of investments in respect of which the declaration is being made :

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SCHEDULE-I

(Details of shares, which stand in the name of the declarant and beneficially owned by him)

No. of

Class of shares & face

shares

value of each share

 

 

Total value

of shares

Distinctive numbers

of the shares

Date on which the shares were acquired

by the declarant (dd/mm/yyyy)

SCHEDULE-II

(Details of the securities held in the name of declarant and beneficially owned by him)

Description of securities

Number of securities

Amount of

Date(s) of securities

securities

(dd/mm/yyyy)

 

 

Date(s) on which the securitues were acquired by declarant (dd/mm/yyyy)

SCHEDULE-III

(Details of the sums given by the declarant on interest)

Name and address of the person to whom the sums are given on interest

Amount of sums given on interest

Date on which sums given on Interest (dd/mm/yyyy)

Period for which sums were given on interest

Rate of interest

SCHEDULE-IV

(Details of the mutual fund units held in the name of declarant and beneficially owned by him)

Name and address of the mutual fund

Number of units

Class of units & face value of each unit

Distinctive number of units

Income in respect of units

SCHEDULE-V

(Details of the withdrawal made from National Savings Scheme)

Particulars of the Post Office where the account under the Na- tional Savings Scheme is maintained and the account number

Date on which the account was opened (dd/mm/yyyy)

The amount of withdrawal from the account

X ___________________________________________

Signature of the Declarant

DECLARATION / VERIfiCATION

*I/ We ___________________________________________ hereby declare that I am resident in India within the meaning of section 6 of the

Income tax Act, 1961. I also, hereby declare that to the best of my knowledge and belief what is stated above is correct, complete and is truly stated and that the incomes referred to in this form are not includible in the total income of any other person u/s 60 to 64 of the Income tax Act, 1961. I further, declare that the tax my estimated total income, including *income / incomes referred to in column 21 com-

puted in accordance with the provisions of the Income tax Act, 1961,

for the previous year ending on 31.03.2014 relevant to the relevant

to the assessment year 2014-15 will be nil.

 

 

 

Place : ______________________

 

 

X ___________________________________________

 

 

 

 

Date : ______________________

 

 

Signature of the Declarant

 

 

PART - II

 

 

 

[For use by the person to whom the declaration is furnished]

 

 

 

 

 

 

 

1.

Name of the person responsible for paying the income re-

2.

PAN of the person indicated in Column 1 of Part II

 

ferred to in Column 22 of Part I :

 

 

 

 

 

 

 

 

 

3.

Complete Address :

 

4.

TAN of the person indicated in Column 1 of Part II :

 

 

 

 

 

 

5.

Email :

6. Telephone / Mobile No :

7.

Status :

 

 

 

 

 

 

 

8.

Date on which Declaration

9. Period in respect of which

10.

Amount of income paid :

11. Date on which the income

 

is Furnished (dd/mm/yyyy) :

the dividend has been

 

 

has been paid / credited

 

 

declared or the income has

 

 

(dd/mm/yyyy) :

 

 

been paid / credited :

 

 

 

 

 

 

 

 

 

12.

Date of declaration, distribution or payment of dividend/with-

13.

Account Number of National Saving Scheme from which

 

drawal under the National Savings Scheme(dd/mm/yyyy) :

 

withdrawal has been made :

 

 

 

 

 

 

 

Forwarded to the Chief Commissioner or Commissioner of Income tax _________________________

Place : ______________________

X ___________________________________________

 

Date : ______________________

Signature of the person responsible for paying

the income referred to in Column 21 of Part I

 

How to Edit Form 15H Online for Free

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For you to fill out this document, ensure that you provide the information you need in each area:

1. You need to fill out the form 15g filled sample pdf download properly, therefore be attentive while filling in the areas containing all of these blanks:

Step number 1 for filling out pf form 15g filled sample download

2. Right after filling in the previous step, head on to the subsequent part and fill out the necessary particulars in all these fields - Estimated total income from the, Please tick the relevant box, Dividend from shares referred to, Interest on securities referred to, Interest on sums referred to in, Income from units referred to in, The amt of withdrawal referred in, Estimated total income of the, Details of investments in respect, Details of shares which stand in, SCHEDULEI, No of shares, Class of shares face, value of each share, and Total value of shares.

Estimated total income from the, value of each share, and Details of investments in respect inside pf form 15g filled sample download

3. This 3rd part is usually relatively easy, Description of securities, Number of securities, Amount of securities, Dates of securities ddmmyyyy, and Dates on which the securitues were - these form fields is required to be filled out here.

pf form 15g filled sample download completion process explained (stage 3)

4. This next section requires some additional information. Ensure you complete all the necessary fields - Name and address of the person to, Amount of sums given on interest, Date on which sums given on, Period for which sums were given, Rate of interest, Details of the mutual fund units, Name and address of the mutual fund, Number of units, Class of units face value of each, Distinctive number of units, Income in respect of units, SCHEDULEIV, Details of the withdrawal made, SCHEDULEV, and Particulars of the Post Office - to proceed further in your process!

pf form 15g filled sample download conclusion process clarified (step 4)

5. When you near the completion of your document, you'll find just a few more things to complete. Specifically, Signature of the Declarant, Declaration Verification, I We hereby declare that I am, Place, Date, Signature of the Declarant, For use by the person to whom the, PART II, Name of the person responsible, PAN of the person indicated in, ferred to in Column of Part I, Complete Address, TAN of the person indicated in, Email, and Telephone Mobile No should be filled in.

The way to fill out pf form 15g filled sample download portion 5

Always be really attentive while filling in Declaration Verification and PART II, as this is the part where many people make some mistakes.

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