Here’s how to get all your Mutual Fund Capital Gains statements for filing IT returns


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If you are filing your income tax returns for the year 2018-19 and you also have made sell or switch transactions in mutual funds during that year, you are then required to calculate, show and pay your capital gains taxes.

I have been getting questions too about capital gains report for mutual funds.

Now, if you have your email ID mapped to your MF investments, here is a simple way to download your capital gains reports.

The capital gains report are available with CAMS, Karvy, Sundaram BNP Paribas and Franklin Templeton. Each of them provides for the AMCs that it serves. (Unfortunately, they don’t offer a consolidated report yet.)

CAMS

With CAMS, which serves some of the largest AMCs, you can go to this link.  and select the Consolidated Realised Gains statement (includes LTCG on Equity Mutual Funds).

When you click, you will come to a new page with a form. In the form, select Previous Year (for FY 2018-19), fill other inputs and click on submit. The capital gains report will arrive in your email from where you can download. 

Karvy

For Karvy serviced MFs, use this link . The fields are self explanatory. Note the password requirement as mentioned on the page.

Franklin Templeton

If you are an investor with Franklin Templeton, use this link .You can also access this link from its website and then go to investor services->Instant Mailback.

It is important that you use your folio number and email id combination on the above page. Once you submit, you will see an option to select the capital gains report.

If you have multiple folios, then a separate report has to be downloaded for each one of the folios.

Sundaram

Now, if you have investments with Sundaram MF, this is the link to use. The same link can also be accessed from its website on the right hand side panel with the link “Request Statement”.

On the subsequent page, select capital gains report and use the rest of the form to download your statement.


All these reports are served only in PDF formats, so if you have a huge set of transactions, you could have a tough manual task ahead (for you or your CA).

You can also use one of the online platforms for a consolidated capital gains report. In that case, I suggest that you still cross check the numbers once with the RTA reports before filing your tax returns.

Remember, all these reports only tell you the capital gains only. The taxes (including any exemptions) have to be calculated by you.

Any other way you are aware of to deal with the capital gains reports?

The post Here’s how to get all your Mutual Fund Capital Gains statements for filing IT returns appeared first on Unovest.

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