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The timely & accurate payment of income taxes is essential for the nation's economic development. The Income Tax Act 1961 contains a number of provisions put in place by the government that let you write off investments made through particular channels. Deductions under Section 80CCD are one such beneficial alternative.

What is section 80CCD?

The Income Tax Act of 1961's Section 80CCD focuses on tax deductions that individuals who are subject to income tax are allowed to take advantage of for contributions made to the New Pension Scheme (NPS) and Atal Pension Yojana (APY). The Central Government provides this NPS, a registered pension plan. According to the Income Tax (IT) Act, 1961, the payments paid to NPS by employers on behalf of their employees also fall under the jurisdiction of the same provision.

Types of deductions under section 80CCD

The following three categories of deductions are permitted by Section 80CCD:

• Section 80CCD (1) - This clause allows private, public, or self-employed people who contribute to the NPS or APY plan to obtain a tax deduction of Rs. 1.5 lakh in a financial year. Employees in the private and public sectors may deduct 10% of their salary contributions, while self-employed people may deduct 20% of their gross earnings.

• Section 80CCD (1B) - The taxpayer may claim an extra Rs. 50,000 under this subsection if the donation exceeds the permissible amount as specified in section 80CCD (1).

• Section 80CCD (2) - The employer's contribution to an employee's NPS funds are covered in this section. Employees may deduct this sum under section 80CCD (2).

Terms and conditions for section 80CCD deductions

The various guidelines for deductions under section 80CCD of IT Act 1961 are shown below:

• Individuals in the public and commercial sectors, as well as self-employed people, are eligible for Section 80CCD deductions.

• The combined deductibility threshold for Sections 80C, 80CCC, 80CCD (1), and 80CCD(1B) is INR 2,000,000.

• Under Section 80 CCD(1B), self-contributions to NPS or APY are eligible for an extra deduction of 50,000 INR.

• After retirement, income tax will apply to the pension payments you receive from your NPS/APY assets.

• While submitting income tax returns, deductions under Section 80CCD may be claimed.

Eligibility to claim section 80CCD deductions

• All Indian nationals who make contributions to NPS or APY are subject to the provisions of section 80CCD. This deduction is available to NRIs as well.

• To be eligible for section 80CCD deductions, a person must be at least 18 years of age.

• In addition, only salaried people and self-employed people, whether in the private or public sector, are qualified to claim the applicable tax deductions under section 80CCD. Undivided Hindu Families are ineligible.

Benefits of section 80 CCD

The following is a list of the benefits of section 80 CCD and its sub-sections:

Section Particulars Maximum deduction value
Section 80CCD (1) Employee contributions to NPS or APY up to 10% of base income plus a dearness allowance (DA) NIL
Section 80CCD (1B) Self-contributions to the NPS or APY are limited by Section 80 CCD (1). Up to Rs.50,000
Section 80CCD (2) Employer contributions to NPS or APY Up to 10% of the basic salary plus the Dearness Allowance

For more information visit Kotak General Insurance.

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Disclaimer: The content provided is for education and informational purpose only, none of the information contained in our blog amounts to any form of opinion or advice. Please go through policy related documents carefully or consult an expert before making any insurance-related decisions.

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