Question And Answer
Subject: Retirement Encashment received in FY 2023 – 24
Category: 
Querist: Pranab Kumar Gupta
Answered by:
Tags:
Date: February 8, 2026
Query asked by Pranab Kumar Gupta

I had received my retirement L.Encashment in May 2022 and a tax deduction was made after a basic exemption of Rs.3 lakh. I came to know that the limit of Rs. 25 lakh is applicable to my case also. I worked in PSU .

How should I proceed to  get back the excess tax deducted earlier.

Do I need to apply for condonation or a simple revised return to be uploaded.

File Uploaded: Not Available


Answer given by

The law on whether you are entitled to the higher exemption as per CBDT Notification No. 31/2023 dated May 24, 2023 is not clear.

Although the notification is effective from April 1, 2023 (FY 2023-24/AY 2024-25), several ITAT Benches have ruled in favor of retrospective application to earlier years, treating it as a beneficial and remedial provision.

However, Dept is in appeal to the High Court against these rulings.

You are not eligible to file an updated ITR u/s 139(8A) as you are seeking a refund. The only solution is to file a rectification application u/s 154. If the AO rejects the claim, you may file an appeal to the CIT(A). Hopefully, the CIT(A) will follow the ITAT’s rulings and give relief.



Disclaimer: This article is only for general information and is not intended to provide legal advice. Readers desiring legal advice should consult with an experienced professional to understand the current law and how it may apply to the facts of their case. Neither the author nor itatonline.org and its affiliates accepts any liabilities for any loss or damage of any kind arising out of any inaccurate or incomplete information in this article nor for any actions taken in reliance thereon. No part of this document should be distributed or copied (except for personal, non-commercial use) without express written permission of itatonline.org

Leave a Reply

Your email address will not be published. Required fields are marked *

*