Income Tax · Filing Season 2026

ITR Forms for AY 2026-27: Which Form Applies to You, What Changed, and When to File

All 7 ITR forms notified on 31 March 2026. This guide explains who files which form, the critical clarification on the new Income Tax Act 2025, new vs old tax regime comparison, and every filing deadline.

📅 1 April 2026 🕐 9 min read ✍️ Shahi & Co., Chartered Accountants

The Income Tax Department notified all 7 ITR forms for Assessment Year 2026-27 on 31st March 2026 — earlier than in previous years. If you are filing for income earned between April 2025 and March 2026, this guide clarifies exactly which form applies to you, what has changed, and what the new Income Tax Act 2025 means for your filing this year.

⚠ Critical Clarification — Read This First

The Income Tax Act 2025 came into force on 1 April 2026, but your returns for AY 2026-27 (income earned in FY 2025-26) are still filed under the Income Tax Act, 1961. The new Act applies to Tax Year 2026-27 onwards — meaning returns for income earned from April 2026. Do not let the confusion around "new Act" change how you approach your July 2026 filing. Same forms, same deductions, same deadlines apply for this cycle.

Which Act Governs Your Return for AY 2026-27?

India's income tax system works on a one-year offset. Income earned in Financial Year 2025-26 (April 2025 to March 2026) is assessed and filed in Assessment Year 2026-27 (April 2026 onwards). Since the income was earned while the Income Tax Act, 1961 was still the operative law, all provisions of the old Act — deductions, exemptions, section references, and ITR forms — apply to your AY 2026-27 return.

The Income Tax Act 2025 will govern returns filed for Tax Year 2026-27 (income earned from 1 April 2026), which taxpayers will file in 2027. The e-filing portal supports compliance under both Acts simultaneously.

All 7 ITR Forms for AY 2026-27 — Who Files Which Form

ITR FormWho Should FileIncome Limit
ITR-1 (Sahaj)Resident individual with salary, one or two house properties, other sources (interest), agricultural income up to ₹5,000Up to ₹50 lakh total income
ITR-2Individuals and HUFs with capital gains, foreign income, or more than two house properties; no business incomeNo limit
ITR-3Individuals and HUFs earning from a proprietary business or professionNo limit
ITR-4 (Sugam)Individuals, HUFs, and firms (other than LLP) opting for presumptive taxation under Sections 44AD, 44ADA, or 44AEUp to ₹50 lakh
ITR-5Firms, LLPs, AOPs, BOIs, cooperative societiesNo limit
ITR-6Companies registered under the Companies Act (except those claiming Section 11 exemption)No limit
ITR-7Trusts, political parties, research institutions, and charitable entities filing under Sections 139(4A) to 139(4D)No limit
🔔 ITR-1 Scope Expanded for AY 2026-27

ITR-1 (Sahaj) now permits reporting income from up to two house properties, removing the earlier restriction of one house property. Taxpayers with a second house property who previously had to file ITR-2 may now file the simpler Sahaj form, reducing compliance burden for many salaried individuals.

Key Changes in ITR Forms for AY 2026-27

1. More Detailed VDA (Virtual Digital Asset) Disclosure

The AY 2026-27 forms require a more granular breakdown of income from Virtual Digital Assets — specifically distinguishing between different types of VDAs, dates of acquisition and transfer, and cost of acquisition. Taxpayers who traded in cryptocurrency or NFTs during FY 2025-26 must report this in the dedicated VDA schedule.

2. Disclosure of Foreign Assets and Foreign Income

The foreign asset schedule (Schedule FA) and foreign income schedule (Schedule FSI) now require more detailed reporting, reflecting tightened scrutiny on cross-border capital flows. Resident Indians with foreign bank accounts, stocks, immovable property, or other assets abroad must report all of these even if no income arose.

3. New Form 10IEA for Old Tax Regime Opt-Out (Business Taxpayers)

The new tax regime is the default for all taxpayers for FY 2025-26. Salaried individuals without business income can switch to the old regime directly in the ITR at the time of filing. However, business taxpayers and professionals wishing to opt for the old regime must file Form 10IEA before submitting the ITR, on or before the ITR due date.

4. Pre-filled AIS Data Integration

ITR forms for AY 2026-27 are heavily integrated with the Annual Information Statement (AIS). The portal auto-populates income data from AIS — including interest, dividend, capital gains, and high-value transactions — which taxpayers must verify before filing. Any discrepancies between self-reported income and AIS data are likely to trigger automatic notices.

New Tax Regime vs Old Tax Regime — Making the Right Choice

For AY 2026-27, the new tax regime continues as the default. Unless you actively opt out, your return will be processed under the new regime. Here is how the two regimes compare for FY 2025-26 (income earned April 2025 to March 2026):

Income SlabNew Regime Tax RateOld Regime Tax Rate
Up to ₹4,00,000NilNil
₹4,00,001 – ₹8,00,0005%5% (up to ₹5L: nil with 87A rebate)
₹8,00,001 – ₹12,00,00010%20%
₹12,00,001 – ₹16,00,00015%30%
₹16,00,001 – ₹20,00,00020%30%
₹20,00,001 – ₹24,00,00025%30%
Above ₹24,00,00030%30%

Standard deduction: ₹75,000 under new regime; ₹50,000 under old regime (salaried).

Section 87A rebate: Up to ₹60,000 for income up to ₹12 lakh (new regime) — making income up to ₹12 lakh effectively tax-free for most salaried individuals.

🔑 Which Regime is Better for You?

The old regime remains beneficial for taxpayers with significant deductions: those claiming HRA above ₹3–4 lakh annually, home loan interest above ₹2 lakh under Section 24(b), substantial Section 80C investments at the full ₹1.5 lakh limit, and health insurance under Section 80D. For most salaried individuals with income below ₹15 lakh and limited deductions, the new regime's lower rates and higher standard deduction typically result in lower tax. Computing both scenarios before filing is the most reliable approach.

Due Dates for Filing ITR for AY 2026-27

Category of TaxpayerDue Date
Individuals, HUFs (salaried, no audit)31 July 2026
Businesses with ITR-3 or ITR-4, no audit31 August 2026 (extended under new rules)
Taxpayers requiring tax audit under Section 44AB31 October 2026
Partners of audited firms31 October 2026
Transfer pricing cases30 November 2026
Belated / Revised Return31 December 2026 (up to 31 March 2027 under extended window)
Updated Return (ITR-U)Within 2 years of the end of AY
⚠ Late Filing Penalty

Filing ITR after the due date but before 31 December 2026 attracts a late fee of ₹5,000 under Section 234F (₹1,000 if total income is below ₹5 lakh). Interest at 1% per month on unpaid tax applies under Section 234A from the due date until the date of filing.

How the Income Tax Act 2025 Affects Future Returns

From Tax Year 2026-27 (income earned from April 2026 onwards), the Income Tax Act 2025 governs all compliance. Key structural changes taxpayers and employers should be aware of for the next filing cycle:

Frequently Asked Questions

If your total income exceeds ₹50 lakh or you have capital gains from mutual funds (LTCG or STCG), you should file ITR-2. If your total income is below ₹50 lakh and the capital gains are classified as long-term capital gains under Section 112A up to ₹1.25 lakh, you may be able to file ITR-1 (Sahaj). Check the specific schedules required before choosing your form.
No, the new tax regime is the default but not mandatory. For AY 2026-27 (income earned in FY 2025-26), salaried individuals and those without business income can choose the old tax regime directly in the ITR form at the time of filing. Business taxpayers and professionals must file Form 10IEA before the ITR due date to opt for the old regime.
The due date for salaried individuals and those not requiring tax audit is 31 July 2026. For businesses filing ITR-3 or ITR-4 without audit requirements, the extended due date is 31 August 2026. Filing after these dates attracts a late fee of ₹5,000 under Section 234F.
No. ITR forms for AY 2026-27 cover income earned in FY 2025-26 — the period when the Income Tax Act, 1961 was still operative. These returns are filed under the 1961 Act. The Income Tax Act 2025 applies from Tax Year 2026-27 (income earned from April 2026), with returns filed in 2027.
Filing under an incorrect ITR form is treated as a defective return under Section 139(9). The Income Tax Department issues a defect notice, giving you 15 days to refile under the correct form. If not rectified, the return may be treated as invalid. It is important to verify the applicable form based on your income sources before filing.
Salaried individuals and those without business income can switch between new and old tax regimes every year at the time of filing ITR. Business taxpayers and professionals who have opted for one regime can switch, but the switch options are more restricted — once you opt out of the new regime in a business income year, reverting back is available only once in a lifetime.
Disclaimer: This article is intended for general informational and educational purposes only. It does not constitute legal, tax, or financial advice. Tax laws are subject to change and individual circumstances vary. Readers are advised to consult a qualified Chartered Accountant or tax professional for advice specific to their situation. Shahi & Co., Chartered Accountants, New Delhi.