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Guide · Income Tax

Section 56(2) — Gifts, Angel Tax
& Income from Other Sources

When gifts become taxable, the ₹50,000 threshold, who counts as a "relative", the abolition of angel tax and how every other-source receipt — dividends, lottery, interest, family pension — is taxed.

TaxClue Editorial Desk Updated 18 August 2026 5 min read 15 FAQs answered
Updated for AY 2026-27 Reviewed by tax experts Angel tax abolished
Quick Answer

Section 56(2) is the charging section for "Income from Other Sources". A gift over ₹50,000 in a year from a non-relative is fully taxable at your slab rate — not just the excess. Gifts from relatives, on marriage or by will/inheritance are fully exempt with no limit. Angel tax under Section 56(2)(viib) was abolished from 1 April 2024. Lottery and game winnings are taxed at a flat 30% under Section 115BB.

Non-relative gift > ₹50,000
Relative gift Exempt
Lottery 30% flat
Angel tax Abolished
The ₹50,000 rule

Gifts — Taxable vs Exempt under Section 56(2)(x)

If the aggregate of gifts from all non-relatives in a financial year crosses ₹50,000, the entire amount becomes taxable — the ₹50,000 is a threshold, not a standard deduction.

Gift typeFrom relativeFrom non-relativeOn marriage
Cash / money (aggregate in a year)ExemptTaxable if > ₹50,000Exempt
Immovable property (no consideration)ExemptTaxable if SDV > ₹50,000Exempt
Immovable property (inadequate price)ExemptDiff > ₹50,000 or 10%Exempt
Movable property (shares, jewellery, art)ExemptTaxable if FMV > ₹50,000Exempt
By will / inheritanceExemptExemptExempt
From employerPerquisite u/s 17Perquisite u/s 17Perquisite

SDV = stamp duty value; FMV = fair market value. Property gifts are compared to SDV/FMV, cash gifts are aggregated across all non-relatives in the year.

The whole gift is taxed, not just the excess

If a friend gifts you ₹60,000, the full ₹60,000 is taxable as Income from Other Sources — not ₹10,000. But ₹50,000 flat from a non-relative is entirely exempt because it does not cross the threshold. Keep gift deeds and bank trails to prove the relationship or the occasion.

The exemption

Who Counts as a "Relative"?

Gifts from a defined list of relatives are always exempt, whatever the amount. The definition is specific — many people you casually call "relatives" (uncle, aunt, cousin) are not included.

Relatives — gift is EXEMPT

  • Spouse
  • Brother or sister (and their spouses)
  • Brother/sister of spouse
  • Brother/sister of either parent
  • Any lineal ascendant/descendant (parents, grandparents, children, grandchildren)
  • Lineal ascendant/descendant of spouse (in-laws)
vs

NOT relatives — gift is TAXABLE

  • Uncle / aunt (parent's brother/sister's spouse etc. beyond the list)
  • Cousins
  • Friends, colleagues, employers
  • Nephew / niece giving to uncle (one-way — check direction)
  • HUF gifting to a member (treated separately)
Wedding gifts are exempt from anyone

Gifts received on the occasion of your marriage are fully exempt under Section 56(2)(x) — even from friends, colleagues or distant relatives, and with no upper limit. The exemption is for the individual getting married, on that occasion.

Startup relief

Angel Tax — Section 56(2)(viib) Abolished

Section 56(2)(viib) — "angel tax" — taxed the share premium above fair market value received by a closely-held company as its income. Finance (No.2) Act 2024 abolished this provision for all investors from 1 April 2024 (AY 2025-26), after it was extended to non-resident investors in 2023.

PeriodAngel tax on premium > FMVApplies to
Up to FY 2022-23ApplicableResident investors
FY 2023-24ApplicableResident + non-resident investors
FY 2024-25 onwardAbolishedNo investor — provision removed

Assessments for years before FY 2024-25 can still be litigated; abolition is prospective from AY 2025-26.

Raised capital at a premium in an earlier year and got an angel-tax notice? Get your position reviewed.

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The full list

Other Income Covered by Section 56(2)

Income typeTax treatmentDeduction (Section 57)
Dividends from Indian companiesSlab rateInterest on loan to earn it (max 20%)
Lottery / crossword / card game / online game winnings30% flat + cessNone
Interest on savings / depositsSlab rate80TTA ₹10,000 / 80TTB ₹50,000 (old regime)
Family pensionSlab rate₹25,000 (new) / ₹15,000 or 1/3rd (old)
Rent of plant, machinery, furnitureSlab rateRepairs, insurance, depreciation
Keyman insurance policy proceedsSlab rateNone
Interest on securitiesSlab rateCollection charges

Winnings are taxed at a flat 30% under Section 115BB with no basic-exemption benefit and no deductions; TDS applies u/s 194B/194BA.

Filing

How Section 56(2) Income Is Taxed & Reported

  • Report under Schedule OS (Income from Other Sources) in ITR-2 or ITR-3 (ITR-1 for simple interest/family-pension cases).
  • Most receipts are taxed at your slab rate; only lottery/gaming winnings are at the flat 30% under Section 115BB.
  • Section 57 allows a limited set of deductions (interest to earn dividend, repairs on let-out assets, family-pension standard deduction).
  • Family-pension standard deduction was raised to ₹25,000 under the new regime from AY 2025-26 (₹15,000 or one-third under the old regime).

Cash gift of ₹60,000 from a friend

Gift received₹60,000
Non-relative? threshold₹50,000
Crosses thresholdYes → whole amount taxed
Taxable as IFOS₹60,000

₹40,000 from friend + ₹30,000 from cousin

Aggregate non-relative gifts₹70,000
Threshold₹50,000
Crosses thresholdYes → aggregate taxed
Taxable as IFOS₹70,000
Aggregate all non-relative gifts for the year

The ₹50,000 limit is not per gift or per person — it applies to the total of all cash gifts from non-relatives in the financial year. Two ₹30,000 gifts from two friends (₹60,000 total) cross the limit and the whole ₹60,000 becomes taxable.

Government sourcesAct & sections: incometax.gov.in · Section 56(2)(x) & Section 57, Income-tax Act 1961 · Angel tax abolition: Finance (No.2) Act 2024, w.e.f. 01 Apr 2024 · Winnings: Section 115BB & TDS u/s 194B / 194BA
People also ask

Section 56(2) — Frequently Asked Questions

Gifts
What income is covered under Section 56(2)?
Section 56(2) is the charging provision for "Income from Other Sources". It covers dividends, lottery and game winnings, interest on securities and deposits, rent of plant/machinery/furniture, gifts of money or property exceeding ₹50,000 from non-relatives, keyman insurance proceeds, family pension and other receipts not taxable under any other head. Each is generally taxed at slab rates, except winnings which are at a flat 30%.
Which gifts are taxable under Section 56(2)(x)?
A gift becomes taxable when the aggregate from non-relatives in a financial year exceeds ₹50,000 — then the entire amount is taxed, not just the excess. This covers cash, immovable property received without/at inadequate consideration (compared to stamp duty value), and movable property such as shares, jewellery or art (compared to fair market value). Gifts from relatives, on marriage, or by will/inheritance are fully exempt.
Is the whole gift taxable or only the amount above ₹50,000?
The whole gift is taxable. The ₹50,000 is a threshold, not a deduction. If you receive ₹60,000 from a non-relative, the full ₹60,000 is taxed as Income from Other Sources. But ₹50,000 exactly (or less) from non-relatives is entirely exempt because it does not cross the limit.
Are gifts on marriage taxable?
No. Gifts received on the occasion of your own marriage are fully exempt under Section 56(2)(x), with no upper limit and regardless of who gives them — including friends, colleagues and non-relatives. The exemption is tied to the marriage occasion of the recipient.
Is a gift from parents or in-laws taxable?
No. Parents, grandparents, children, grandchildren, spouse, siblings and their spouses, and lineal ascendants/descendants of your spouse (in-laws) are all "relatives" under Section 56(2)(x). Gifts from them are fully exempt whatever the amount. Keep a simple gift deed and bank trail as evidence.
Relatives
Who qualifies as a "relative" for gift exemption?
Relatives include: spouse; brother or sister and their spouses; brother/sister of the spouse; brother/sister of either parent; any lineal ascendant or descendant (parents, grandparents, children, grandchildren); and any lineal ascendant or descendant of the spouse. Gifts from all of these are exempt without limit.
Is a gift from an uncle, aunt or cousin taxable?
Generally yes. Cousins and, in most cases, uncles/aunts fall outside the statutory definition of "relative", so a gift from them above ₹50,000 in a year is taxable. Note that the direction matters — a gift to your uncle/aunt (who is your parent's sibling) may be exempt while a gift from them is not. When unsure, take professional advice.
Is a gift from an HUF to its member exempt?
This is treated separately from the individual "relative" list. Gifts by an HUF to its members and by members to the HUF have their own treatment and have been the subject of amendments and rulings. Do not assume automatic exemption — get the specific transaction reviewed.
Angel Tax
Was angel tax abolished? What is the current status?
Yes. Section 56(2)(viib) — angel tax on share premium received above fair market value by a closely-held company — was abolished for all investors from 1 April 2024 (AY 2025-26) by the Finance (No.2) Act 2024. New share issues at a premium are no longer taxed under this provision. Assessments for years before FY 2024-25 can still be litigated.
Did angel tax apply to foreign investors?
It did for a short window. Angel tax was extended to non-resident investors from FY 2023-24. It then applied to premiums received from both resident and non-resident investors for that year, before being abolished entirely from FY 2024-25.
Other Sources
How is lottery or online-game winning taxed under Section 56(2)?
Winnings from lotteries, crosswords, card games and online games are taxed at a flat 30% under Section 115BB (plus cess), with no basic-exemption benefit and no deduction or expense allowed. TDS is deducted at source under Section 194B (lottery/games) or 194BA (online gaming) before the amount reaches you.
How are dividends taxed under Section 56(2)?
Since the dividend distribution tax was abolished from April 2020, dividends are taxable in the hands of the shareholder as Income from Other Sources at slab rates. Section 57 allows a deduction for interest on money borrowed to earn the dividend, capped at 20% of the dividend income.
What deduction is available on family pension?
Family pension is taxed under Income from Other Sources at slab rates, with a standard deduction under Section 57. From AY 2025-26 the deduction under the new regime is ₹25,000; under the old regime it is ₹15,000 or one-third of the pension, whichever is lower.
Filing
Where do I report Section 56(2) income in my ITR?
Report it in Schedule OS (Income from Other Sources) of ITR-2 or ITR-3; simple cases (interest, family pension) can go in ITR-1. Enter the receipt, claim any eligible Section 57 deduction, and disclose winnings separately as they are taxed at the flat 30% rate. Match TDS with your AIS/26AS.
Are the Section 56(2) rules changing under the Income-tax Act 2025?
The Income-tax Act 2025 re-codifies the law from AY 2026-27 and renumbers sections, placing Income from Other Sources provisions in a new clause. The substantive rules — the ₹50,000 gift threshold, the relative exemption and the flat 30% on winnings — continue. Search and filing still commonly reference the familiar "Section 56(2)" number.
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