With the Income Tax Act of 2025 now fully in effect for the 2026 filing season, the “who” has expanded. It’s no longer just about whether you owe tax; it’s about whether you meet the “high-value criteria.”
In 2026, the New Tax Regime remains the default. You must file a return if your total income exceeds the basic exemption limit (currently ₹3 Lakh). However, thanks to rebates, you might not pay any tax until you cross ₹7 Lakh.
You are legally required to file an ITR if you meet any of these 2026 triggers:
Foreign Assets: You hold any asset outside India (like US stocks or a foreign bank account).
High Electricity Bills: You paid more than ₹1 Lakh for electricity in the year.
Foreign Travel: You spent more than ₹2 Lakh on travel abroad for yourself or anyone else.
High Bank Deposits: You deposited ₹1 Crore or more in current accounts, or ₹50 Lakh in savings accounts.
Business Turnover: Your business sales exceed ₹60 Lakh, or professional receipts exceed ₹10 Lakh.
The government has revised the limits for quoting your PAN. You’ll now need to provide it for:
Property Transactions: Any sale or purchase above ₹20 Lakh.
Cash Transactions: Aggregate cash deposits or withdrawals exceeding ₹10 Lakh in a financial year.
Hotel Bills: Any cash payment exceeding ₹1 Lakh.
If you’re still using the Old Tax Regime, the 2026 draft rules have sweetened the deal. Children’s Education Allowance exemptions have jumped from a measly ₹100 to ₹3,000 per month, and Hostel Allowance is now ₹9,000 per month.
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