Senior Specialist Filing

ITR Filing for Senior Citizens ₹3L–₹5L Exemption — ₹499

Pensioners, retirees, and senior citizens (60+) filing ITR — higher exemption limits, Section 80TTB ₹50,000 interest deduction, pension income, and FD interest handled correctly. Same-day filing from ₹499.

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Reviewed by Priya Iyer, Chartered Accountant & GST Reviewer
Last updated April 30, 2026
What's Included

₹1500 Value for Just ₹499

Everything you need, in one bundle.

Your Bundle Breakdown

  • ITR-1 / ITR-2 preparation and e-filing₹499
  • Form 16 processing + deduction check₹200
  • 80C, 80D, HRA, LTA optimization₹200
  • e-Verification support (Aadhaar OTP)FREE
  • Refund status tracking (post-filing)FREE
  • Total Bundle Value₹1500
  • You Pay Today₹499

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Current bundle pricing with clear scope, delivery, and support included.

  • Same day filing
  • CA-backed, money-back assurance
  • No hidden charges, no upsells
  • Dedicated WhatsApp support
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Review Process

What We Check Before Filing

These pages now explain the review layer behind the service, not just the price.

Data reviewed against prior filings, portal records, and supporting documents

Acknowledgement numbers and filing status shared directly on WhatsApp

Mismatch and resubmission risks checked before final submission

Understanding ITR Filing for Senior Citizens

Income Tax Filing for Senior Citizens — Key Differences

Senior citizens (age 60–80) and super senior citizens (age 80+) have higher basic exemption limits and special deductions not available to younger filers. Senior citizens: ₹3 lakh basic exemption (old regime), ₹3 lakh (new regime). Super senior citizens: ₹5 lakh basic exemption (old regime), ₹3 lakh (new regime). Senior citizens are also exempt from advance tax if they have no business income — they pay tax only at filing time.

The most valuable senior citizen deduction is Section 80TTB: up to ₹50,000 interest income from savings accounts, FDs, post office deposits, and recurring deposits is fully deductible. Regular taxpayers get only ₹10,000 under 80TTA. Combined with the higher exemption limit, most seniors with modest pension and FD income pay zero tax or a very small amount.

The most common senior citizen filing error is incorrectly using ITR-1 when ITR-2 is required. If you have capital gains from selling shares, mutual funds, or property — or income from more than one house property — you must file ITR-2. We select the right form and apply every eligible deduction before filing.

80TTB: ₹50,000interest income fully deductible — savings + FD + post office
No advance taxSenior citizens exempt from advance tax if no business income
Same-day filingDocuments by 2 PM → ITR-V same evening
Eligibility

Who Needs This Service?

Pensioners receiving central / state government or private sector pension

Retirees with FD, post office, or savings account interest income

Senior citizens with rental income from house property

Seniors with capital gains from shares, mutual funds, or property sale

Super senior citizens (80+) wanting to confirm zero or minimal tax liability

Seniors with TDS deducted on FD interest wanting a refund (if income is below exemption limit)

Benefits

Benefits

80TTB Optimised

₹50,000 interest deduction claimed across all savings, FD, and post office deposits.

Higher Exemption Applied

₹3L (60–80 years) or ₹5L (80+ years) basic exemption used to minimise or eliminate tax liability.

Pension Treated Correctly

Government pension is salary income (Form 16 from bank). Family pension is ₹15,000 standard deduction. We handle both correctly.

CA-Backed

Chartered Accountant reviews the return — correct form, correct deductions, no errors.

TDS Refund Claimed

Banks deduct TDS at 10% on FD interest above ₹40,000 (₹50,000 for seniors). If total income is below the exemption limit, the full TDS is refunded.

WhatsApp Support

Help for you or your family to understand the filing — in simple language, not jargon.

Simple Process

How It Works

A clear step-by-step process. Done by experts, on your behalf.

1

Share Documents

Form 16, PAN, Aadhaar, investment proofs — via WhatsApp.

2

CA Review

We reconcile Form 16 with AIS / 26AS and apply all deductions.

3

E-File

Return filed on incometax.gov.in. ITR-V acknowledgement shared immediately.

4

Verify & Track

E-verified via Aadhaar OTP. Refund status tracked and notified.

Documents Required

Documents Needed for ITR Filing for Senior Citizens

PAN card + Aadhaar card
Bank passbook or statement (all FY transactions)
Form 16 from bank (if pension is paid via bank)
FD interest certificates from all banks
Post office interest certificate / passbook
Form 15G / 15H submitted to bank (if any, for cross-check)
Capital gains statement (if shares/MF sold)
Property sale deed (if property sold during the year)
Health insurance premium receipts (80D — ₹50,000 for senior citizens)
Expert Notes

What usually causes delay, notice, or resubmission

For itr filing for senior citizens, the common issues are mismatched records, missing annexures, and numbers that do not reconcile with prior filings or portal data. Prospects often underestimate how often AIS, 26AS, GST returns, bank statements, or invoice summaries disagree with the draft they plan to submit. Fixing those gaps before filing is what keeps the process fast and reduces notice risk later.

Our review layer is designed around those failure points. We check whether the supporting data matches the filing position, whether the portal record already reflects a conflicting value, and whether any explanation or working paper should be kept ready before the return or reply is uploaded.

Expert Notes

What a strong filing handoff should include

Good conversion pages do not stop at pricing; they explain the operational handoff. Before the filing is submitted, clients should know what documents to share, what review happens, how acknowledgements are delivered, and what follow-up support is included if the department seeks clarification. That extra specificity improves trust and makes these pages more useful than thin price-led competitors.

Get ITR Filing for Senior Citizens for Just ₹499

Bundle worth ₹1500. Same day filing. Clear scope, expert review, and no hidden steps.

FAQs

Frequently Asked Questions

What is the income tax exemption limit for senior citizens in AY 2026-27?

Age 60–80 (Senior Citizen): ₹3 lakh basic exemption under both old and new regimes. Age 80+ (Super Senior Citizen): ₹5 lakh under old regime; ₹3 lakh under new regime. Additionally, seniors in new regime get the ₹75,000 standard deduction and can claim ₹0 tax if total income (after deductions) is below ₹12 lakh under the 87A rebate.

What is Section 80TTB and how much can I save?

Section 80TTB allows senior citizens (age 60+) to deduct up to ₹50,000 of interest income from savings accounts, FDs, recurring deposits, and post office deposits — including interest from cooperative banks. Regular taxpayers get only ₹10,000 under 80TTA. At 5% tax slab, this saves ₹2,500 in tax; at 20% slab, it saves ₹10,000.

Is pension income taxable for senior citizens?

Yes — government and private pension is taxable as salary income. However, the ₹75,000 standard deduction (AY 2026-27) applies to pension income, reducing the taxable amount. Family pension received by a widow/widower is treated as income from other sources with a standard deduction of ₹15,000 or one-third of pension, whichever is lower.

Do senior citizens need to pay advance tax?

No — senior citizens (60+) who do not have business income are exempt from advance tax under Section 207. They pay all tax at the time of filing the ITR. However, if there is a tax liability above ₹10,000 after TDS credit, interest under Section 234B/234C applies.

My FD interest is below ₹3 lakh. Do I still need to file ITR?

If total income is below ₹3 lakh (senior) / ₹5 lakh (super senior) and below ₹3 lakh (new regime), mandatory filing is not required. However, filing is recommended if TDS was deducted on FD interest — the bank deducts TDS at 10% once FD interest exceeds ₹50,000, and filing is the only way to claim a refund. Filing also creates an ITR history for visa and loan applications.

What does the process look like?

Fill the form → expert calls within 30 minutes → share documents on WhatsApp → we file → you receive certificates / acknowledgements. Zero office visits.

Are there hidden fees beyond the offer price?

No. The offer price covers the full scope listed in the bundle. Government fees (where applicable, like ROC for incorporations) are passed through at actuals — disclosed upfront before you pay.

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