Short-Term Capital Gain Tax in India Complete Guide for Taxpayers

Short-Term Capital Gain Tax in India 2025-26 | Complete Guide | Section 111A | IT Bill 2025
CA Vineet Dwivedi · May 14, 2025 · 15 min read · Updated AY 2026–27

Profits earned from selling a capital asset before completing the prescribed holding period are taxed as Short-Term Capital Gains (STCG). Whether you trade shares, redeem mutual funds, sell property, or liquidate gold, understanding STCG rules under both the Income Tax Act, 1961 and the newly enacted Income Tax Bill, 2025 is essential for correct ITR filing and smart investment planning.

What is Short-Term Capital Gain?

A Short-Term Capital Gain (STCG) arises when a capital asset is transferred or sold before completing the prescribed holding period as defined under the Income Tax Act, 1961 (and mirrored in the Income Tax Bill, 2025). The nature of the gain — short-term or long-term — determines the applicable tax rate.

STCG Formula
STCG = Sale Price ( Cost of Acquisition + Transfer Expenses + Cost of Improvement )
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Governed by Section 48, Income Tax Act, 1961

Section 48 prescribes the mode of computation of capital gains. It allows deduction of the cost of acquisition, cost of improvement, and expenses incurred wholly and exclusively in connection with the transfer.

§ Clause 55, IT Bill 2025 mirrors this provision with simplified language.

Holding Period for Short-Term Classification

The holding period threshold differs by asset class. If the asset is sold after this period, the gain qualifies as Long-Term Capital Gain (LTCG) and attracts a lower tax rate.

Capital Asset STCG Holding Period STCG Tax Rate Governing Section
Listed Equity Shares ≤ 12 months 20% Sec. 111A / Clause 196
Equity-Oriented Mutual Funds ≤ 12 months 20% Sec. 111A / Clause 196
Units of Business Trusts (REITs/InvITs) ≤ 12 months 20% Sec. 111A / Clause 196
Immovable Property (Land / Building) ≤ 24 months Slab Rate Sec. 2(42A) / Clause 2
Gold & Jewellery ≤ 24 months Slab Rate Sec. 2(42A) / Clause 2
Debt Mutual Funds (post-Apr 2023) ≤ 24 months Slab Rate Sec. 50AA / Clause 67
Bonds & Debentures ≤ 12 mo (listed) / ≤ 36 mo (unlisted) Slab Rate Sec. 2(42A)
Unlisted Shares ≤ 24 months Slab Rate Sec. 2(42A)

STCG Tax Rates in India (FY 2025–26)

1. Under Section 111A — § Clause 196, IT Bill 2025

Section 111A (Clause 196 in the new IT Bill, 2025) applies to gains from the sale of listed equity shares, units of equity-oriented mutual funds, and units of business trusts (REITs, InvITs) — where Securities Transaction Tax (STT) has been paid.

Tax Under Section 111A / Clause 196
Tax = STCG Amount × 20% + Surcharge (if applicable) + 4% Health & Education Cess
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Rate Change — Budget 2024

For transfers made on or after 23 July 2024, the STCG tax rate under Section 111A was revised from 15% to 20% via the Finance (No. 2) Act, 2024. The Income Tax Bill, 2025 retains this rate unchanged under Clause 196.

2. STCG on Other Assets — Taxed at Slab Rate

For assets not covered under Section 111A — including property, gold, debt mutual funds, bonds, unlisted shares, and jewellery — the short-term capital gain is added to the taxpayer’s total income and taxed at the applicable income-tax slab rate (10%, 20%, or 30% depending on total income).

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Equity Shares
≤ 12 Months
20% flat
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Property
≤ 24 Months
Slab Rate
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Gold / Jewellery
≤ 24 Months
Slab Rate
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Equity Mutual Funds
≤ 12 Months
20% flat
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Debt Mutual Funds
≤ 24 Months
Slab Rate

Worked Examples

Example 1 — Listed Equity Shares (Section 111A)

Calculation  ·  Equity Share STCG — Section 111A @ 20%
Sale Price of Shares ₹2,80,000
( − ) Cost of Acquisition ₹2,00,000
( − ) Brokerage & Transfer Expenses ₹5,000
Short-Term Capital Gain (STCG) ₹75,000
Tax @ 20% under Sec. 111A ₹15,000
Add: 4% Health & Education Cess on ₹15,000 ₹600
Total Tax Liability ₹15,600

Example 2 — Property Sold within 24 Months (Slab Rate)

Calculation  ·  Residential Property STCG — Taxed at Slab Rate
Sale Price of Property ₹55,00,000
( − ) Cost of Acquisition ₹40,00,000
( − ) Registration & Transfer Costs ₹80,000
Short-Term Capital Gain (STCG) ₹14,20,000
Added to total income & taxed at applicable slab rate

Adjustment of Basic Exemption Limit

Resident individuals and HUFs who have income below the basic exemption limit can utilise the remaining exemption against STCG under Section 111A before applying the flat 20% rate. This benefit is not available to Non-Resident Indians (NRIs) or foreign companies.

Illustration
Basic Exemption Adjustment for Resident Individuals / HUFs
Basic Exemption Limit (Old Regime) ₹2,50,000
Normal Income (Salary etc.) ₹2,00,000
Remaining Unused Exemption ₹50,000
STCG (Section 111A) ₹75,000
Net STCG Taxable (₹75,000 − ₹50,000) ₹25,000
Tax @ 20% on ₹25,000 ₹5,000

Set-Off and Carry Forward of STCG Losses

A Short-Term Capital Loss (STCL) can be set off against both STCG and LTCG in the same assessment year. Any unabsorbed loss can be carried forward for 8 assessment years subject to timely ITR filing.

STCL Short-Term Capital Loss

Can be set off against STCG
Can be set off against LTCG
Carry forward: 8 Assessment Years
Governed by Sec. 70 & 74

LTCL Long-Term Capital Loss

Old Act: only against LTCG
From FY 2026–27: against STCG + LTCG
Carry forward: 8 Assessment Years
Governed by Sec. 74 / Clause 536(n)
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New IT Bill, 2025 — Clause 536(n): One-Time Relief from FY 2026–27

Under Clause 536(n) of the Income Tax Bill, 2025, any Long-Term Capital Loss (LTCL) brought forward as on 31 March 2026 (computed under the old Act) can be set off against both STCG and LTCG from AY 2026–27. Under the old Section 74, LTCL could be set off only against LTCG. This one-time transitional relief gives taxpayers greater flexibility in adjusting accumulated capital losses.

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File ITR On Time to Avail Carry Forward

Carry forward of capital losses is available only if the ITR is filed within the due date under Section 139(1). Filing a belated return forfeits the right to carry forward these losses.

STCG and ITR Filing

Short-term capital gains must be reported under the correct schedule in the Income Tax Return. Using the wrong ITR form is one of the most common errors flagged by the IT Department.

Taxpayer Profile Applicable ITR Form Key Schedule
Salaried individual with capital gains (no business income) ITR-2 Schedule CG
Business / professional income + capital gains ITR-3 Schedule CG
Presumptive business income (44AD/44ADA) + capital gains ITR-3 or ITR-4
(ITR-4 only if STCG from listed equity ≤ ₹1.25 lakh and no LTCG)
Schedule CG
Companies / LLPs with capital gains ITR-6 / ITR-5 Schedule CG
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Segregation by Transaction Date (AY 2025–26 onwards)

Updated ITR forms require taxpayers to report capital gains separately for transactions executed before and after 23 July 2024, in line with revised rates introduced by the Finance (No. 2) Act, 2024. Ensure your broker’s contract notes clearly indicate transaction dates.

Latest Updates in Capital Gains Taxation (2024–25)

Budget 2024 (w.e.f. 23 July 2024): STCG rate under Section 111A increased from 15% to 20%; LTCG rate under Section 112A raised from 10% to 12.5%; annual LTCG exemption enhanced from ₹1 lakh to ₹1.25 lakh.

LTCG on Property: Rate reduced to 12.5% without indexation (previously 20% with indexation). For properties acquired before 23 July 2024, taxpayers may choose the lower of the two methods.

Buyback Tax (w.e.f. 1 Oct 2024): Proceeds from share buybacks by listed domestic companies are treated as deemed dividends — no longer taxed as capital gains.

Income Tax Bill, 2025: Introduced in Lok Sabha; language simplified, structure reorganised, but capital gains tax rates and structure remain unchanged. Effective from AY 2026–27.

Clause 536(n), IT Bill 2025: One-time relief allowing long-term capital losses (up to 31 Mar 2026) to be set off against STCG from AY 2026–27.

Stricter ITR Reporting: Updated forms require date-wise segregation of capital gain transactions around the 23 July 2024 pivot date.

Common Mistakes Taxpayers Make

Not reporting share trading transactions or intraday profits (which are treated as business income, not capital gains)
Filing ITR-1 or ITR-4 when capital gains (other than permitted exceptions) are present
Ignoring brokerage, STT, and other eligible transfer expenses while calculating STCG
Confusing speculative business income (intraday equity) with STCG (delivery-based equity)
Incorrectly classifying long-term assets as short-term (or vice versa) due to wrong holding period calculation
Not reporting buyback proceeds as dividends post 1 October 2024
Failing to segregate pre- and post-23 July 2024 transactions in Schedule CG
Not maintaining contract notes, demat statements, or purchase invoices
Ignoring carry forward losses due to belated filing of ITR

Documents Required for STCG Calculation

📄 Contract Notes from Broker
📊 Demat Account Statements
📈 Mutual Fund Account Statements
🏠 Sale Deed / Property Registration Papers
🧾 Purchase Invoices (Gold, Jewellery)
💱 Brokerage & STT Details
🏦 Bank Statements for Proceeds
📋 Form 26AS / AIS / TIS from Income Tax Portal

Pre-Filing Checklist

Verify the exact date of acquisition and sale to determine the correct holding period
Identify whether the asset is covered under Section 111A / Clause 196 (equity) or slab rate
Segregate transactions before and after 23 July 2024 for proper Schedule CG reporting
Apply any available basic exemption limit against STCG (for resident individuals / HUFs only)
Set off any capital losses before computing final taxable STCG
Ensure no LTCL is being set off against STCG before FY 2026–27 (unless under Clause 536(n) transitional provision)
Select the correct ITR form — ITR-2 for salaried; ITR-3 for business + capital gains
Add 4% Health & Education Cess to the computed tax amount
Apply surcharge if applicable (income above ₹50 lakh)
File ITR within due date under Section 139(1) to preserve loss carry-forward rights
References & Legal Basis
Income Tax Act, 1961 Finance (No. 2) Act, 2024 Income Tax Bill, 2025 Section 111A / Clause 196 Section 48 / Clause 55 Section 70 & 74 / Clause 536 Section 50AA / Clause 67

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