Friday, 1 October 2021

Income Tax Act related provisions for Buyers of Immovable property

 


The note discusses few aspects to be checked by the Buyer of Immovable property. We will focus on the purchase of Flat or Office space or Land (Non-Agricultural)

 

Part I Whether “Capital Asset”? [Sec 2(14)]

 

i)             Flat or Office space or Land (Non-Agricultural – N.A) is “Capital Asset” under Sec 2(14) of Income tax Act 1961.

                                                                                         

ii)            Buyer may be salaried individual but if he buys a flat or plot of land then such flat or plot of land is held as “Capital Asset”. Benefit is that on sale / transfer of this property the seller will get benefit of indexation under Sec 48 of Income Tax Act.

 

Part II – Buyer should check Stamp Duty Value of Flat or Office space or Land (NA): Sec 56(2)(x)(b)

 

In case a person buys immovable property wherein the Stamp duty value (SDV) is exceeding the consideration and such excess is more than higher of the following amounts:

 

i)             Rs 50,000 and

ii)            Amount equal to 10% of Consideration

 

then such excess will be chargeable to tax under “Income from Other Sources” Ex: Stamp Duty Value 50 Lacs. Consideration Rs 43 Lacs.

Here Stamp duty value exceeds consideration by 7 Lacs and this amount exceeds Rs 50,000 as well as Rs 4.3 Lacs (10% of Consideration). Hence the excess amount of Rs 7 Lacs will be charged to buyer for income tax under the head “Income from other sources”.

 

This provision also applies to flats purchased in resale as well as new flats from builders.

 

Part III – Buyer should deduct tax at 1% of consideration under Sec 194-IA

 

Buyer of immovable property is liable to deduct tax at 1% of Consideration under Sec 194- IA when transferor is resident under Income Tax Act.

 

a)       Tax not to be deducted in following cases:

 

i)             Consideration for immovable property transferred is less than Rs 50 Lacs

ii)            Immovable property transferred is rural agricultural land

 

b)       Rate of TDS - 1% with no surcharge or health and education cess. In case seller does not provide PAN then TDS Rate will be 20%.

 

c)       When to deduct tax:

 

Tax is to be deposited at the time of credit of sum amount to account of transferor or at time of payment whichever is earlier.

 

d)       Rate of TDS – 1% with no surcharge or health and education cess. In case seller does not provide PAN then TDS Rate will be 20%

 

e)       Builders charge consideration under different heads from buyers. Meaning of Consideration of Immovable property includes club membership fees, car parking fees, maintenance charges, electricity or water facility fees, charges of similar nature incidental to transfer.

 

f)        Whether flat buyer is required to take TAN (Tax Deduction Account Number) NO

 

g)       Challan cum statement is in Form 26QB and this is to be filed electronically by buyer.

 

h)       Tax shall be deposited within 30 days from end of the month in which deduction is made. Online payment of TDS is mandatory.

 

i)         Person responsible for deducting tax (Buyer of immovable property) shall furnish certificate in Form 16B to the seller of immovable property

 

Part IV Taking Possession Letter from Real Estate Developer/seller

 

This is important for Individual for claiming two deductions:

a)   Sec 80C(xvi) – Repayment of Housing Loan to banks

 

Deduction of principal repayment can be claimed as deduction under Sec 80C only if income from such residential house property is chargeable under “Income from House Property”.

 

Its advisable to have possession letter from builder so that deduction of principal repayment can be taken ahead from possession date under Sec 80C.

 

b)   Sec 24b Interest on Housing Loan

 

The FY in which housing property is acquired or constructed is the FY from which interest can be taken as deduction. Example: If possession letter is dated 31st March 21 then interest on housing loan from FY 20-21 onwards can be claimed.

 

Interest prior to completion certificate is preconstruction period interest and allowed as deduction in 5 equal installments.

 

 

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