Filing ITR-2 for AY 2026-27: Checklist and Important Dates

ITR-2 is the Income Tax Return form applicable to Individuals and Hindu Undivided Families (HUFs) who do not have income from business or profession but have more complex income sources than those covered under ITR-1.

For Assessment Year (AY) 2026-27, the Central Board of Direct Taxes (CBDT) has notified the revised ITR-2 form with several important disclosure and reporting changes.

Who Should File ITR-2?

ITR-2 is applicable for:

Who Cannot File ITR-2?

You cannot file ITR-2 if:

Major Changes in ITR-2 for AY 2026-27

1. Enhanced Capital Gains Reporting

The revised ITR-2 now includes additional reporting requirements for:

CBDT has also simplified certain capital gains disclosures compared to earlier forms.

2. Secondary Address & Contact Details

New fields have been introduced for:

These changes are aimed at improving communication between taxpayers and the Income Tax Department.

3. Revised Personal Information Section

The updated form now captures:

4. Improved Disclosure Requirements

Additional disclosures have been introduced for:

Due Dates for ITR-2 AY 2026-27

Particulars Due Date
Original Return Filing 31 July 2026
Belated Return 31 December 2026
Revised Return 31 March 2027
Updated Return (ITR-U) Up to 31 March 2031

The revised return deadline has been extended to 31 March 2027 for AY 2026-27.

Documents Required for ITR-2 Filing

Common Types of Income Reported in ITR-2

Important Note for AY 2026-27

Although the new Income Tax Act, 2025 has come into force from April 2026, returns for AY 2026-27 relating to FY 2025-26 will continue to be governed by the Income Tax Act, 1961.

Benefits of Filing ITR-2 Correctly

Official filing portal: Income Tax e-Filing Portal

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