Wednesday, February 17, 2010

Deduction of Interest on Loan taken for Higher Education u/s 80E

Deduction of Interest on Loan taken for Higher Education u/s 80E

How can avail the benefit
An individual can avail the deduction of Interest on loan taken for Higher Education who has paid interest amount out of his chargable inocome in a financial year on loan taken from any Financial institution or any approved charitable Institution for the purpose of pursuing his higher education or for the purpose of his relative's higher education (inserted w.e.f. 01.04.2008) .

Time Limit for availing Deduction u/s 80E
Deduction of interest u/s 80E will be allowed from taxable income in the initial assessment year and immediately next seven assessment years or till the full payment of interest, whichever is earlier.

Meaning of Initial Assessment Year
Initial assessment year means the previous year or Financial Year in which assessee has started paying the interest on the loan.


Meaning of Relative
In case Individual, relative means the spouse and children of the assessee.
As per the clause (e) of sub section (3) of section 80E by the Finance (No. 2) Act 2009, w.e.f. 01.04.2010, meaning of relative will be read as spouse and children of individual/assessee or the student for whom the individual is the legal guardian.

Meaning of Financial Institution
Financial institution means a banking company or any other Financial institution which the Central Government may, by notification in the Official Gazette, specify inthis behalf.


Meaning of Higher Education
Full time studies for graduate or post graduation courses in engineering , medicine, management or post - gradate course in applied sciences or pure sciences including mathematics and statistics.
w.e.f. 01.04.2010, meaning of higher education will be treated as any course of study pursed after passing the Senior Secondary Examination or its equivalent from any school, board or University recognised by the Central government or State Government or Local Authority or By any other Authority authorised by the Central government or State Government or Local Authority to do so.


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