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Direct Tax

Fixed Deposit and RD Interest Taxation Under ITA 2025: TDS, Form 15G & Senior Deduction

VS Vikas Sharma 📅 March 26, 2026 ⏱️ 4 min read 👁️ 0 views
Legal Reference
Section 56 (interest as other sources), TDS Section 393B, Section 80TTB/80TTA equivalent, Form 15G/15H, ITA 2025 | All banks aggregate interest — not per bank | AIS captures all FD interest

1. FD Interest: Simple but Widely Misunderstood

Fixed Deposit (FD) interest is one of the most common income items for Indian taxpayers — yet it is also one of the most commonly misreported. The key misconceptions: that TDS deducted by the bank is the final tax; that only interest above Rs 40,000 is taxable; that you report only the interest from one bank. Under ITA 2025, ALL FD interest from ALL banks combined is taxable at your full slab rate — TDS is only a credit against total tax.

2. How FD Interest Is Taxed

  • Taxable as income from other sources at slab rate in the year it accrues (not year of maturity)
  • For cumulative FDs: interest accrues each year even if not paid — report annually, not only at maturity
  • For non-cumulative (quarterly/monthly payout) FDs: interest is taxable in the year it is received/credited
  • All banks combined: add interest from SBI, HDFC, ICICI, Axis, post office FD — all in one Schedule OS entry

3. TDS by Bank: How It Works

Annual FD Interest from ONE BankTDS Rate
Up to Rs 40,000 (Rs 50,000 for seniors)No TDS
Above Rs 40,000 (Rs 50,000 for seniors)10% on entire interest
If PAN not furnished20% on entire interest

Important: the TDS threshold is per bank — so if you have FDs in 5 banks each earning Rs 35,000 interest, NO TDS is deducted by any bank. But total interest is Rs 1,75,000 — fully taxable at slab rate. The entire Rs 1.75L must be reported in ITR even though no TDS was deducted.

4. Cumulative FD: Annual Accrual Reporting

For cumulative FDs (where interest is reinvested and paid only at maturity), interest must be reported on an annual accrual basis — not just at maturity. The bank TDS certificate (Form 16A) shows the interest accrued each year. Always obtain Form 16A from the bank for each financial year. Alternatively, check AIS — it shows interest data per bank per year.

5. How to Avoid TDS: Form 15G and 15H

If your total income is below the taxable threshold:

  • Form 15G: For residents below 60 years whose total income for the year will be below the taxable limit — submit to the bank at the start of each financial year (April)
  • Form 15H: For senior citizens (60+) whose total income will not exceed the taxable limit
  • Both are valid for ONE financial year — must be submitted fresh every April
  • False declaration: attracts penalty under ITA 2025
  • If you already have significant income from other sources, do not submit 15G/15H — it is a self-certification

6. Senior Citizen Savings Scheme (SCSS)

SCSS interest is taxable at slab rate. The post office/authorised bank deducts TDS at 10% when annual SCSS interest exceeds Rs 50,000. For senior citizens, the Section 80TTB equivalent allows Rs 50,000 deduction on ALL interest combined — reducing or eliminating tax on SCSS interest for those in lower brackets.

7. AIS and FD Interest

AIS now captures FD interest data directly from banks. The IT Department compares AIS interest data with ITR Schedule OS. If your ITR shows lower interest than AIS, an automated notice is generated. Always download AIS before filing ITR and reconcile FD interest from all banks. Use AIS data to ensure all interest is reported — not just the banks you remember.

8. Senior Citizen Deduction Under Old Regime

Senior citizens (60+) get a Rs 50,000 deduction under the Section 80TTB equivalent of ITA 2025 (old regime) on all interest — FD, savings, recurring, SCSS, post office deposits combined. This deduction can effectively shelter most or all interest income from tax for modest-income seniors. Example: Rs 40,000 SCSS interest + Rs 20,000 SBI FD interest = Rs 60,000 total; deduction Rs 50,000; taxable = Rs 10,000 (negligible tax).

9. Why TaxClue

Complete and accurate FD interest reporting across all banks — reconciled with AIS — is essential to avoid notices. TaxClue reconciles AIS interest data and ensures no bank or SCSS interest is missed. Contact us for ITR filing under ITA 2025.

Disclaimer
This article is for general informational and educational purposes only. It does not constitute legal, financial, or professional tax advice. Readers are advised to consult a qualified Chartered Accountant or tax professional before making any decisions. TaxClue Consultech Pvt Ltd accepts no liability. All case studies and examples in this article are illustrative only and do not represent actual persons or transactions.

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❓ Frequently Asked Questions
How is FD interest taxed?
All FD interest is taxable at the investor slab rate as income from other sources under Section 56 of ITA 2025. The bank deducts TDS at 10% when annual interest from that specific bank exceeds Rs 40,000 (Rs 50,000 for senior citizens). TDS is only a credit — if your slab rate is 20% or 30%, additional tax is due at ITR filing. All FD interest from all banks must be aggregated and reported — not just interest from banks that deducted TDS.
Do I report FD interest only at maturity?
No. FD interest must be reported annually as it accrues — not only at maturity. For cumulative FDs (where interest is reinvested), interest accrues each year and must be reported every year even though cash is not received. The bank provides Form 16A (annual TDS certificate) showing interest accrued each year. Check AIS for year-wise FD interest data from all banks. Never wait until FD matures to report the interest accumulated over multiple years.
How do I avoid TDS on FD interest?
Submit Form 15G (for residents below 60 with income below taxable limit) or Form 15H (for senior citizens with income below taxable limit) to the bank at the start of each financial year. If submitted, the bank does not deduct TDS. These forms must be submitted fresh every April — they are valid for one year only. If your total income from all sources is above the basic exemption limit, do not submit these forms — it is a declaration that your income is below taxable limit.
What is the senior citizen interest deduction?
Senior citizens (60+) can claim Rs 50,000 deduction on all interest income combined — FD, savings, recurring deposits, post office deposits, SCSS — under the Section 80TTB equivalent of ITA 2025 (old regime only). This Rs 50,000 deduction can shelter most or all interest income from tax for seniors with modest other income. In the new regime, no interest deduction is available.
If FD interest is below Rs 40,000, is it tax-free?
No. The Rs 40,000 threshold is only for TDS by the bank — if annual interest from one bank is below Rs 40,000, the bank does not deduct TDS. But the interest is still taxable in your hands at slab rate. You must report it in Schedule OS of your ITR. For example, if you have FDs in 5 banks earning Rs 30,000 each (total Rs 1.5L), no bank deducts TDS — but the full Rs 1.5L is taxable at your slab rate and must be declared.

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