Ch.8 · Dividend and STT Taxation · medium

What is 'Section 111A' and how does it apply to equity mutual fund STCG?

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EXPLANATION

Section 111A of the Income Tax Act provides that STCG on sale of units of equity-oriented mutual funds (holding period not exceeding 12 months) on which STT has been paid is taxed at a flat rate of 15% (plus surcharge and cess). This concessional rate (vs the investor's slab rate for other STCG) is available because STT has already been paid on the transaction, contributing to government revenue.

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