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Income Tax Guide · AY 2026-27

Income Tax on Share Trading —
LTCG, STCG, Intraday & FnO

How every kind of stock-market income is taxed in India — long-term and short-term capital gains, intraday speculative income, futures & options business income, loss set-off, ITR forms and STT.

Updated for AY 2026-27 CA-reviewed Budget 2024 rates
12.5%LTCG on equity
20%STCG on equity
Rs1.25LLTCG exempt / year
8 yrsLoss carry-forward
Quick Answer

How your share-trading income is taxed depends entirely on the type of trade. Listed-equity gains held more than one year are LTCG taxed at 12.5% on gains above Rs1,25,000 a year; held one year or less they are STCG taxed at 20%. Intraday trading is speculative business income and FnO is non-speculative business income — both taxed at your slab rate. STT is a separate transaction tax, not income tax.

LTCG (equity) 12.5%
STCG (equity) 20%
Intraday Slab rate
FnO Slab rate
At a glance

Share Trading Tax — Complete Table (AY 2026-27)

Every common stock-market income type, its tax head, rate and the correct ITR form for FY 2025-26.

Trade TypeTax RateIncome HeadITR Form
Listed equity held > 1 year (LTCG)12.5%Capital GainsITR-2
Listed equity held ≤ 1 year (STCG)20%Capital GainsITR-2
Equity mutual fund held > 1 year12.5%Capital GainsITR-2
Intraday trading (same-day)Slab ratesSpeculative BusinessITR-3
Futures & Options (FnO)Slab ratesNon-Speculative BusinessITR-3
Unlisted shares held > 24 months12.5%Capital Gains (LTCG)ITR-2
Dividend incomeSlab ratesOther SourcesITR-1/2

Rates reflect the Budget 2024 capital-gains regime effective 23 July 2024 and continue for FY 2025-26 (AY 2026-27). No indexation for listed equity. Confirm on incometax.gov.in before filing.

Rates changed on 23 July 2024

Budget 2024 raised LTCG on listed equity from 10% to 12.5% and STCG from 15% to 20%, effective 23 July 2024. Trades before and after that date in FY 2024-25 followed different rates; for FY 2025-26 the new rates apply for the whole year.

Capital gains

LTCG vs STCG on Listed Shares

For delivery-based trading (you hold the shares in your demat), the holding period decides everything. Listed equity held for more than 12 months is long-term; 12 months or less is short-term.

12.5%

LTCG — held more than 1 year

  • Listed equity & equity mutual funds
  • First Rs1,25,000 of gains exempt each year
  • Flat 12.5% on gains above the exemption
  • No indexation benefit for equity
  • Grandfathering: cost = higher of actual cost or FMV on 31 Jan 2018
vs
20%

STCG — held 1 year or less

  • Listed equity & equity mutual funds
  • Flat 20% under Section 111A
  • No basic-exemption cushion on the gain itself
  • Applies to sales on or after 23 Jul 2024
  • STT must be paid for the concessional rate

Both concessional rates apply only to STT-paid listed equity. Debt mutual funds and unlisted or off-market shares follow different rules — see the tax on capital gains from shares guide.

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Not capital gains

Intraday & FnO — Business Income

Intraday and derivatives are not capital gains. Intraday equity (buy and sell the same day, no delivery) is speculative business income. Futures & Options is non-speculative business income under Section 43(5). Both are added to your total income and taxed at your slab rate.

TraderPlaces intraday / FnO trades
Compute turnoverAbsolute profit + loss (ICAI method)
Business incomeReport under PGBP, not capital gains
Tax at slabAdded to salary/other income
  • Deductible expenses — brokerage, STT (for business income), internet, platform & advisory fees, depreciation on trading equipment.
  • Tax audit under Section 44AB may apply based on turnover; digital-transaction traders get the higher Rs10 crore limit.
  • Advance tax is payable in quarterly instalments if total tax exceeds Rs10,000 — see advance tax.
  • Business income is filed in ITR-3; you cannot use ITR-1 or ITR-2 for FnO/intraday.
FnO turnover is not your total contract value

For FnO, turnover is the absolute sum of all profits and losses on each trade (per ICAI guidance) — not the notional contract value. Mis-computing it is the most common reason traders wrongly conclude an audit is or is not required.

Worked example

LTCG on Rs3,00,000 of Gains

12.5% LTCG on listed equity

Total LTCG for the yearRs3,00,000
Less: annual exemptionRs1,25,000
Taxable LTCGRs1,75,000
Tax @ 12.5%Rs21,875
LTCG taxRs21,875

20% STCG on listed equity

Total STCG for the yearRs3,00,000
Exemption on the gainNil
Taxable STCGRs3,00,000
Tax @ 20%Rs60,000
STCG taxRs60,000

Figures are before cess (4%) and any surcharge, and assume the Rs1.25L LTCG exemption is not already used by other long-term gains. Try the income tax calculator for your full liability.

Set-off & carry-forward

Trading Losses — What You Can Set Off

Loss set-off follows strict rules by category. File your ITR by the due date, or you lose the right to carry losses forward. See carry-forward of losses for the full mechanics.

Loss TypeSet Off AgainstCarry ForwardAgainst Salary?
Short-term capital loss (STCL)STCG or LTCG8 yearsNo
Long-term capital loss (LTCL)LTCG only8 yearsNo
Intraday (speculative) lossSpeculative profit only4 yearsNo
FnO (non-speculative) lossAny business income8 yearsNo

India has no wash-sale rule — you may sell and immediately repurchase. Losses can never be set off against salary income.

You can carry forward if

  • You file the ITR on or before the due date
  • The loss is correctly classified by head
  • You maintain trade & broker statements

You lose the benefit if

  • You file a belated return (capital/business loss lapses)
  • You try to net FnO loss against salary
  • You mix speculative and non-speculative losses

Have trading losses to carry forward this year?

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Transaction tax & filing

STT and Choosing the Right ITR

Securities Transaction Tax (STT) is levied on the purchase/sale of listed securities. It is not income tax, but paying STT is what makes your equity gains eligible for the concessional 12.5%/20% rates.

TransactionSTT RateCharged On
Equity delivery (buy & sell)0.1%Each side of the trade
Equity intraday (sell side)0.025%Sell value
Options (sell side)0.1%Option premium
Futures (sell side)0.02%Futures price
Equity MF units (sell)0.001%Redemption value

STT is not deductible while computing LTCG (Section 48) but is a deductible expense for intraday/FnO business income.

  • Only capital gains (delivery LTCG/STCG) → ITR-2.
  • Any intraday or FnO income/loss → ITR-3 (business income).
  • Report each capital-gains transaction in Schedule CG; reconcile with your AIS and broker P&L.
TaxClue Insight

Most notices to traders come from AIS/broker mismatches, wrong ITR selection, or missing the FnO audit. Classify each income stream correctly, reconcile with your AIS, and file on time to preserve loss carry-forward.

Government sourcesAct, forms & e-filing: incometax.gov.in · LTCG on equity: Section 112A (12.5% above Rs1.25L, STT-paid, no indexation) · STCG on equity: Section 111A (20% on or after 23 Jul 2024) · FnO non-speculative: Section 43(5) proviso; audit under Section 44AB
People also ask

Frequently Asked Questions

Rates & Basics
How is income from share trading taxed in India?
It depends on the type of trade. Listed equity held more than one year is LTCG taxed at 12.5% on gains above Rs1,25,000 a year. Held one year or less it is STCG taxed at 20%. Intraday equity trading is speculative business income taxed at slab rates. Futures and options is non-speculative business income taxed at slab rates. STT is a separate transaction tax, not income tax. These rates apply for FY 2025-26 (AY 2026-27) under the Budget 2024 regime effective 23 July 2024.
What is the tax rate on LTCG from shares in FY 2025-26?
Long-term capital gains on listed equity shares and equity mutual funds held more than 12 months are taxed at 12.5% under Section 112A, with the first Rs1,25,000 of gains each year exempt. There is no indexation for equity. For shares bought before 31 January 2018, the cost is taken as the higher of actual cost or fair market value on 31 January 2018 (grandfathering). The rate was raised from 10% to 12.5% by Budget 2024, effective 23 July 2024.
What is the STCG tax rate on shares now?
Short-term capital gains on listed equity and equity mutual funds held one year or less are taxed at 20% under Section 111A, for sales on or after 23 July 2024. This replaced the earlier 15% rate. STT must have been paid for the concessional 20% rate to apply; otherwise the gain is taxed at normal slab rates.
Is there any exemption on capital gains from shares?
Yes, for long-term gains. The first Rs1,25,000 of LTCG on listed equity and equity mutual funds in a financial year is exempt under Section 112A; only the excess is taxed at 12.5%. Short-term gains under Section 111A do not get a separate exemption on the gain, though your overall basic exemption limit can still absorb income if your total taxable income is low.
Intraday & FnO
How is intraday trading taxed?
Intraday equity trading, where you buy and sell the same day without taking delivery, is speculative business income. It is added to your total income and taxed at your applicable slab rate, not at capital-gains rates. It is reported in ITR-3. Speculative losses can only be set off against speculative profits and carried forward for 4 years.
How is FnO (Futures and Options) trading taxed?
FnO is non-speculative business income under Section 43(5). It is added to total income and taxed at slab rates, and reported in ITR-3. You can deduct trading expenses such as brokerage, STT, internet and advisory fees. FnO losses can be set off against any business income (not salary) and carried forward for 8 years. A tax audit under Section 44AB may apply depending on turnover.
How is FnO turnover calculated for the audit threshold?
Per ICAI guidance, FnO turnover is the absolute sum of profits and losses on each trade — not the notional contract value. For example, a Rs5,000 profit on one trade and a Rs3,000 loss on another give a turnover of Rs8,000. A tax audit under Section 44AB is generally triggered when turnover exceeds the applicable limit; traders with over 95% digital transactions get a higher Rs10 crore threshold.
Which ITR form do I file for share trading?
If you only have capital gains from delivery-based trading (LTCG/STCG), file ITR-2. If you have any intraday or FnO income or loss, that is business income and you must file ITR-3. You cannot use ITR-1 or ITR-2 when business income is present. Report capital gains in Schedule CG and reconcile them with your AIS and broker profit-and-loss statement.
Losses & Set-off
Can share trading losses be set off against other income?
Short-term capital loss can be set off against STCG or LTCG. Long-term capital loss can only be set off against LTCG. Intraday (speculative) loss can only be set off against speculative profit. FnO (non-speculative) loss can be set off against any business income except salary. No trading loss can be set off against salary income. To carry any loss forward, you must file your ITR by the due date.
How long can I carry forward trading losses?
Capital losses (short-term and long-term) and FnO non-speculative business losses can be carried forward for 8 assessment years. Intraday speculative losses can be carried forward for only 4 assessment years. In every case you must file the ITR on or before the due date; a belated return forfeits the right to carry these losses forward.
Does India have a wash-sale rule?
No. India does not have a wash-sale rule, so you can sell a security to book a loss and immediately repurchase it. The loss remains available for set-off subject to the normal head-wise rules. This differs from some other countries where repurchasing within a set window disallows the loss.
STT & Compliance
What is STT and how does it affect share trading tax?
Securities Transaction Tax (STT) is a small tax on the purchase or sale of listed securities — for example 0.1% on each side of equity delivery, 0.025% on the sell side of intraday, and 0.1% on the sell side of options premium. It is not income tax. Paying STT is what makes your equity gains eligible for the concessional LTCG (12.5%) and STCG (20%) rates. STT is not deductible for LTCG but is a deductible expense for intraday/FnO business income.
Do I have to pay advance tax on trading income?
Yes, if your total tax liability for the year exceeds Rs10,000. Advance tax is paid in quarterly instalments (by 15 June, 15 September, 15 December and 15 March). Capital gains are often unpredictable, so tax on a gain is usually payable in the instalment following the sale. Missing advance tax attracts interest under Sections 234B and 234C.
How are equity mutual funds taxed on sale?
Equity-oriented mutual funds are taxed like listed equity shares: units held more than 12 months qualify for LTCG at 12.5% above the Rs1.25L annual exemption, and units held 12 months or less attract STCG at 20%. Debt mutual funds are taxed at slab rates as short-term capital gains regardless of the holding period.
How are unlisted or off-market shares taxed?
Unlisted shares held for more than 24 months are long-term and taxed at 12.5% (no STT-based exemption and no indexation for transfers on or after 23 July 2024). Held 24 months or less they are short-term and taxed at slab rates, not the 20% Section 111A rate, because Section 111A applies only to STT-paid listed equity.
Is dividend income from shares taxable?
Yes. Since April 2020, dividends are taxable in the hands of the shareholder at their applicable slab rate under Income from Other Sources. The company deducts TDS at 10% if dividends to you exceed Rs5,000 in a year. Dividends are separate from capital gains and are reported accordingly in your ITR.
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