To declare your Angel One investments in your tax returns, you need to report all your capital gains or losses from shares, mutual funds, or any other securities. These details can be found in your Angel One reports. Include them under the “Capital Gains” section of your Income Tax Return (ITR) form. Make sure to also report any dividend income you received.

What Information Do You Need to Declare Investments?

You need details of your capital gains or losses from trading shares, mutual funds, or ETFs through Angel One. Also, include dividend income and interest, if any. These details are available in your Angel One tax report or portfolio statement. Download these reports to get accurate information for filing.

Where to Declare Capital Gains in ITR?

Capital gains must be reported under the “Capital Gains” section of your ITR form. If you made profits from stocks held for more than a year, they are long-term capital gains. If held for less than a year, they are short-term. You can use ITR-2 form for this purpose if you have capital gains.

How to Declare Dividend Income?

Any dividend received from shares or mutual funds must be declared under “Income from Other Sources” in your ITR. Since April 2020, dividend income is taxable in the hands of the investor. You can check your dividend income in Angel One’s reports or your bank account statement linked with Angel One.

How to Get Capital Gains Report from Angel One?

Log in to Angel One app or website and go to the “Portfolio” or “Reports” section. Select “Tax Reports” or “Capital Gains Report” for the financial year. Download the file in PDF or Excel format. This will have complete details of your gains or losses for tax filing.

Do You Need to Pay Advance Tax on Profits?

Yes, if your tax liability is more than ₹10,000 in a year, you need to pay advance tax on capital gains from Angel One investments. This is generally paid in four parts during the financial year. Consult a tax advisor or use online calculators to estimate and pay advance tax on time.

Which ITR Form to Use for Declaring Angel One Investments?

If you have income from salary and capital gains, use ITR-2 form. If you are also involved in intraday or futures & options trading, then use ITR-3. For small investors without capital gains, ITR-1 may be enough. Always choose the correct ITR form based on your income sources to avoid rejection.