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Microlesson · 5-min read

Dividend Income - Taxation and Deductions

# Dividend Income — Taxability and Allowable Deductions

## Taxability of Dividend

  • Dividend includes:
  • Actual Dividend (declared / paid by company)
  • Deemed Dividend (covered under Section 2(22))
  • In the hands of Shareholders: Fully Taxable under IFOS
  • In the hands of Payer Company: Exempt (No Dividend Distribution Tax — DDT abolished w.e.f. 1.4.2020)

## Deduction of Expenses against Dividend Income

  • Only interest expense is allowed as deduction.
  • Maximum deduction = 20% of dividend income.
  • No other expense (commission, remuneration, etc.) is deductible.

## Categories of Deemed Dividend [Section 2(22)]

ClauseDistribution
2(22)(a)Distribution of company's assets to shareholders (to the extent of Accumulated Profits)
2(22)(b)Distribution of debentures, deposit certificates to shareholders & bonus shares to preference shareholders (to the extent of Accumulated Profits)
2(22)(c)Distribution on liquidation (to the extent of Accumulated Profits)
2(22)(d)Distribution on reduction of capital (to the extent of Accumulated Profits)
2(22)(e)Loan or advance by a closely held company to its shareholder (to the extent of Accumulated Profits)
2(22)(f)Payment by company on buyback of shares to its shareholders

Worked example

### Example 1

Example: Mr. Aman earned dividend of ₹ 1,00,000 from listed Indian shares. He borrowed money to invest in shares; interest paid = ₹ 30,000. Allowable deduction = Lower of (₹ 30,000 actual, 20% of ₹ 1,00,000 = ₹ 20,000) = ₹ 20,000. Taxable Dividend Income = ₹ 80,000.

⚠️ Common exam mistakes

  • Claiming 100% of interest expense against dividend — restricted to 20% of dividend.
  • Claiming other expenses (collection charges, demat charges, advisory fees) against dividend — not allowed.
  • Forgetting that DDT was abolished w.e.f. F.Y. 2020-21; dividend is now taxable in hands of shareholder, not company.
Bare-Act text Section 56(2)(i) read with Section 57 · Income Tax Act, 1961 · click to expand
Section 57(i)/(iii) restricts deduction against dividend income to interest expense, subject to a maximum of 20% of such income. Dividend itself is chargeable u/s 56(2)(i).
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