Claiming capital gains exemption u/s 54EC

The income tax department introduced a new Section 54EE of Income Tax Act with effect from 1st April 2017. Section 54EE provides for exemption from Capital Gains Tax on the sale of any long-term capital asset by investing into units of specified funds.

A taxpayer can claim an exemption u/s 54EE if they fulfill all the below conditions:

  1. Any assessee i.e. Individual, HUF, Company, LLP, Firm, etc can claim an exemption under Section 54EE.
  2. The asset sold is any Long Term Capital Asset (LTCA).
  3. The taxpayer invests Capital Gains within 6 months from the date of transfer of the original asset.
  4. Taxpayer invests in units of funds notified by the Central Government on or before 1st April 2019 to finance startups.
  5. The investment amount can not be more than INR 50 lakhs during any financial year.
  6. The investment amount can not be more than INR 50 lakhs during the current and succeeding financial year.

You can read more about Section 54EE here.

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