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Think of Section 80U as the tax law's way of saying: if you yourself live with a disability, you get a flat deduction — no bills required. This is different from Section 80DD, which covers expenses on a dependent with disability. Here, the deduction is for the taxpayer who is the person with disability.

The rule is beautifully simple. If you are a resident individual and a medical authority certifies that you have a disability as defined under the law (blindness, low vision, hearing impairment, loco-motor disability, mental illness, mental retardation, autism, cerebral palsy, or leprosy-cured), you get a flat deduction of ₹75,000. No receipts, no actual expenditure — just the certificate. If the disability is severe (i.e., 80% or more disability), the deduction jumps to ₹1,25,000. Again, flat — no questions about what you actually spent.

A few things to pin down for the exam: First, only a resident individual can claim this — HUFs, firms, and companies are out. Second, the disability must be certified by a medical authority (a government hospital's medical board). Third, the deduction is from Gross Total Income, and it cannot exceed GTI — you can't create a loss under this section. Fourth, this is a Chapter VI-A deduction, so it comes after computing income under all heads. One important nuance: the certificate must be valid during the previous year — if it has expired, the deduction is not available even if the disability is real. This is a common trap in MCQs. Severe disability is 80% or more impairment; anything between 40% and 79% is normal disability (₹75,000). This distinction is frequently tested as a 4-mark question in the May exams.

📊 Worked example

Example 1 — Normal Disability

Ms. Priya Nair is a salaried resident individual. She has 55% hearing impairment, certified by the medical board of a government hospital. Her Gross Total Income for PY 2025-26 is ₹8,40,000.

| Particulars | Amount |

|---|---|

| Gross Total Income | ₹8,40,000 |

| Less: Deduction u/s 80U (normal disability, 55%) | ₹75,000 |

| Total Income (taxable) | ₹7,65,000 |

Since 55% falls in the 40%–79% range → normal disability → ₹75,000 flat. No actual expense needs to be shown.

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Example 2 — Severe Disability

Mr. Arvind Sharma is a freelance consultant (resident) with 85% loco-motor disability. His GTI for PY 2025-26 is ₹12,00,000. He also claims ₹1,50,000 under 80C.

| Particulars | Amount |

|---|---|

| Gross Total Income | ₹12,00,000 |

| Less: Deduction u/s 80C | ₹1,50,000 |

| Less: Deduction u/s 80U (severe — 85% disability) | ₹1,25,000 |

| Total Income (taxable) | ₹9,25,000 |

85% ≥ 80% → severe disability → ₹1,25,000. Both 80C and 80U deductions apply independently.

⚠️ Common exam mistakes

  • Confusing 80U with 80DD: Students often mix these up. 80U = you are the person with disability. 80DD = your dependent family member has a disability. In an exam question, check who has the disability — the assessee or the dependant.
  • Claiming 80U for HUFs or companies: The deduction is available only to a resident individual. Don't extend it to HUFs, partnership firms, or companies, even if a member/partner has a disability.
  • Using actual expenditure as the deduction amount: 80U gives a flat deduction — ₹75,000 or ₹1,25,000. There is no concept of actual expenditure here. Don't compute or limit the deduction to what was actually spent.
  • Ignoring the 40% threshold: A disability below 40% does not qualify at all. 40%–79% = ₹75,000; 80% and above = ₹1,25,000. Writing ₹75,000 for an 85% disability is a classic mark-losing error.
  • Forgetting the valid certificate requirement: If the disability certificate has expired during the previous year, the deduction is denied for that year. Don't assume a lifetime certificate is always valid — the exam often tests this as a twist in the fact pattern.
📖 Bare Act text — Section 80U, Income Tax Act 1961 (click to expand)
(1) In computing the total income of an individual, being a resident, who, at any time during the previous year, is certified by the medical authority to be a person with disability, there shall be allowed a deduction of a sum of seventy-five thousand rupees: Provided that where such ind
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