5 Essential ways to save your tax beyond 80 C

 5 Essential ways to save your tax beyond 80 C 


Section 80C is one of the most common and well-known provisions of the Income Tax Act of 1961. It also allows a maximum deduction of Rs. 1,50,000 for individuals and HUF. Introduced in the year 2005 by finance minister P.Chidambaram, back then the maximum limit was up to 1,00,000; after 9 years, there was a hike of 50,000 in 80C, which was enacted by Arun Jailey in the year 2014. The list of tax exemptions under 80 C includes LIC premiums, PPF contributions, five-year term deposits, and investing in government schemes. One can be exhausted by Section 80C. One should also be aware that, other than 80 C, there are various other strategies to save your income.

Here is a list of ways you can save your finances on taxes other than 80C.

Section 80D

Section TTA

Section 80E

Section 80EE

Section 80 DD


Section 80 D 


Medical insurance is used to reimburse the costs of medical and surgical procedures, hospital room rent, and so on. Individual, senior citizen, group health insurance, family floater plan, and many other options are available in insurance policies.

Insurance policies can also be costly; most insurance policies are taken from their office income. In the case of Section 80D, there is a way to reduce your income tax liability. By following Section 80D, one can save up to 25,000 in health insurance premiums. These deductions may vary depending on a person's age. If a person is under 60 years old and claims insurance for himself, his spouse, or his children, he can earn a deduction of Rs.25,000; if he claims for his parents who are under 60, he can get an additional Rs.25,000 deduction.If their parents are senior citizens over the age of 60, they can deduct Rs.50,000 in taxes. Section D allows an individual to claim a tax credit of Rs.5,000 for a preventive health checkup.


Eligibility 

Exemption Limit

Health insurance for self and family members, includes spouse, daughter/son


25,000

Health insurance for self and parents below 60

25000+25000=50,000


Health insurance for parents above 60

50,000

Health insurance for self + parents above 60

25,000+50,000= 75,000

Health insurance for self +parents both are 60 above 

50,000+50,000=1,00,000




How much tax is saved under section 80C 

After the deduction of 25,000 as per Section 80D, an individual can save the tax based on the slab. For example, if a person's income falls around 4 lakh and he’s claiming the amount of 25,000, then the tax rate is 5%; exceeding the total amount would be 1250, the same as when he earns more than 15 lakh and the tax rate would be

Tax deduction 80C can be calculated on the basis of the tax slab on which your income tax falls. After the deduction of Section 80D, if one’s income comes around 3-6 lakh, then the tax deductible is 5%.

Apparently, if one earns more than 15 lakh, then the tax rate will increase to 30%. then the tax savings for Rs. 25,000 would be Rs. 7500.


Income tax rate 

Deduction for 25,000

Deduction for 50,000

Deduction for 75,000

Deduction for 1,00,000

5%

1250

2500

3750

5000

20%

5000

10,000

15,000

20,000

30%

7500

15,000

22,500

30,000

 

Section 80TTA 


According to Income Tax Act Section 80TTA, an individual can deduct an amount of Rs.10,000 from the income received from interest from banks. To avail 80 TTA, one should have a bank account. Not every bank account would be eligible for this act; either one should hold a savings account from their bank or have a savings account from the post office or cooperative society.

The maximum limit is Rs.10,000; if the interest exceeds more than Rs.10,000, the cumulative interest would be filed into tax. For example, if a person received interest on 30,000 PA, only 10,000 would be deducted for tax.

80 TTA = Interest amount - maximum deduction amount

                  30,000-10,000= 20,000


To get complete exemption from this tax one should have exact 10,000 as interest amount.



Section 

Eligibility criteria 

How to claim this secction

Maximum Deduction 


80TTA

HUF/ Individual 

Banks

Post office 

Co operative society 

10,000



Section 80 E 


If you intend to pursue your higher education at a prestigious institution such as IIT, IIM, or Amity University. However, college prices are far higher than you anticipated, and this is where an education loan comes into play. Educational loans not only aid with quality education but also with financial support. Under Section 80E, one can deduct the interest on an education loan for himself/herself or for brother / sister and for spouse. However you have eight years to repay your loan To qualify for this tax break, borrow your loan from educational institutions, banks, or charity organizations. Loans from friends or family are not eligible for the 80E deduction. 80E is only accessible if you pay interest in addition to the principle amount.



Section 

Eligibility criteria 

Exemption limit.

80 E

Self 

brother/sister

Spouse 

Note Huf families are not eligible for this deduction 

No limit 







Section 80 EE 





Section 80 EE was introduced in this year of 2013 -2014 for the purpose of providing tax benefit to individual tax payer to deduct tax for the interest on a home loan. During that time the maximum amount can be deducted up to 1,00,000. This benefit was available only for two years that i.e. 2013-2014,2014-2015.After one year gap, this section reintroduced in the year of 2016-2017, and the maximum amount was reduced to 50,000, apparently you can even extend this to 2,00,000 as per section 24. There are certain rules for availing this benefit,

1. One can avail deduction for the interest of the house loan, not for the entire property.

2. This must be the first house property purchased by the tax payer.

3. The house should not exceed more than 50,00,000 and the amount taken for house loan should not cross above 3,50,000. 

4.The house property should be purchased for commercial purpose. The owner should not leave the house for rent.

5. For claiming deduction under this section,the loan should have sanctioned between 1.04.16-31.03.17.


Section 80 DD 




Similar to the preceding section of section 80 D, this one also deals with medical expenses, but it offers considerably greater advantage to the handicapped person because the tax amount can be written off for medical expenses, hospital fees, and insurance costs incurred for people with disabilities. And  the family members of the disabled person—not the diagnosed individual—who should apply for the medical insurance. If the person has 80% of a disability, the payment could rise to 75,000 or even up to 1,25,000. 


 Who all can claim the deduction of 80 DD


Hindu undivided family or Individual person can claim this act, this deduction was not available until 2016 


 A person Who can be considered as  disabled person 


A person who is physically and mentally challenged perosn who finds difficult in doing regular tasks.


List of disabilities included in the section of 80 DD 



Section 

Eligibility criteria

Maximum deduction

80DD 

Disabled people category includes of

Blindness

Low vision 

Mental retartion 

Autism 

Speech and hearing impairment 

Loco motor disabiity


75,000-1,25,000 

Depends upon the affected areas.



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