Neutral impactEconomy
How to accurately report REIT/ InvIT income in ITR for AY 2026-27 ahead of 31 July deadline
Mint 23 hrs ago·28 Jul 2026, 7:43 am
The Income Tax Department has set 31 July as the deadline for filing Income Tax Returns (ITR) for the Assessment Year 2026-27. For investors holding units in Real Estate Investment Trusts (REITs) or Infrastructure Investment Trusts (InvITs), this is a crucial date. These entities distribute regular dividends to investors, and the income earned from these distributions must be declared in your tax return to ensure compliance with the law.
The tax treatment for REIT and InvIT income is generally similar to that of dividends from listed companies. This income is usually added to your total taxable income and taxed according to your applicable slab rate. It is important to correctly identify this income in the correct schedule of your ITR form. Failing to report it accurately can lead to penalties or scrutiny from tax authorities.
Investors should ensure they have the necessary documents, such as the Consolidated Account Statement (CAS) from your depository, which lists all dividend credits. Before filing, verify the tax deducted at source (TDS) if any. Keeping these records organized will help you file your return accurately and on time, avoiding any last-minute complications.
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