How to File Income Tax Return for Tokenized Real Estate Investments

How to File Income Tax Return for Tokenized Real Estate Investments

🌐 How to File Income Tax Return for Tokenized Real Estate Investments in India 🇮🇳


🎯 Introduction: The Rise of Tokenized Real Estate

Real estate tokenization is revolutionizing property investment in India. Investors can now buy fractional ownership in real estate via blockchain-powered digital tokens. But with innovation comes complexity — especially around tax compliance.

This guide will help you:

  • ✅ Understand the types of income from tokenized real estate.

  • ✅ Determine whether your tokens are classified as capital assets or Virtual Digital Assets (VDAs).

  • ✅ File your Income Tax Return (ITR) correctly.

  • ✅ Avoid penalties and maintain compliance.


🔹 Currently not directly regulated by SEBI or RBI.
🔹 May fall under Virtual Digital Asset (VDA) category per Section 2(47A) of Income Tax Act.
🔹 Tax treatment depends on:

  • 🔹 Whether tokens are considered VDAs.

  • 🔹 Whether income is passive (rental, dividend) or active (trading, capital gains).


💸 2. Types of Income You May Receive

🏠 2.1 Rental Income / Interest

  • Tax Head: Income from House Property or Income from Other Sources

  • Tax Rate: Slab rate after deductions

  • TDS: 10% under Section 194A

✔️ 30% standard deduction allowed
✔️ Municipal tax and loan interest deductible


📊 2.2 Dividend Income

  • If SPV opts for concessional tax: Taxed at your slab rate

  • If SPV does not opt: May be exempt under Section 10(23FD)

  • TDS: 10%


💹 2.3 Capital Gains (Token Sale)

Depends on classification:

🟡 If NOT a VDA:

  • STCG (<24 months): Slab rate

  • LTCG (≥24 months): 12.5% flat (post July 2024)

🔴 If VDA:

  • Flat 30% under Section 115BBH

  • No deductions, no loss set-off

  • TDS: 1% under Section 194S


📅 3. Capital Gains Rules Summary

Asset TypeHolding PeriodTax Rate
Capital Asset Token< 24 monthsSTCG – Slab Rate
≥ 24 monthsLTCG – 12.5% flat (post Jul '24)
VDA TokenAny duration30% flat (Sec 115BBH)

💰 4. TDS Applicability Overview

Income TypeTDS RateSection
Rental / Interest10%194A
Dividends10%194
VDA Sale1%194S

📋 5. Documents to Keep

✅ Token purchase/sale invoices
✅ SPV income distribution reports
✅ Smart contract and legal documents
✅ Platform statement of gains
✅ TDS certificates (Form 16A)
✅ Form 26AS and AIS report

📝 Pro Tip: Create a folder to store all digital and physical documents. This helps in case of an audit.


🧾 6. How to File Your ITR Step-by-Step

✍️ Step 1: Choose the Correct ITR Form

  • ITR-2: Capital gains, rental income

  • ITR-3: If treated as business income


📑 Step 2: Compute Each Type of Income

Rental/Interest Income
= Total received − Municipal Tax − 30% std. deduction − Interest on loan

Dividend Income
= Fully taxable if SPV opted for 22% concessional tax
= Exempt otherwise

Capital Gains (non-VDA)
= Sale − Purchase
LTCG taxed @12.5% or 20% (as applicable)

VDA Gains
= Sale − Purchase
Taxed flat 30%; no deductions or exemptions


💻 Step 3: Fill the Right Schedules in ITR

SchedulePurpose
Schedule HPHouse property income
Schedule OSOther sources (interest/dividends)
Schedule CGCapital/VDA gains

💵 Step 4: Pay Advance Tax (if required)

Due Date% of Total Tax Due
15 June15%
15 September45%
15 December75%
15 March100%

Missed it? Pay with interest u/s 234B & 234C


🔐 Step 5: Submit & Verify Your Return

✔️ Submit via https://incometax.gov.in
✔️ Verify via Aadhaar OTP, net banking, or EVC
✔️ Download ITR-V for your records


🧠 7. Examples for Clarity

📌 Example 1: LTCG on Token Sale

  • Bought in June 2022: ₹5,00,000

  • Sold in July 2024: ₹8,00,000

  • Gain: ₹3,00,000

  • LTCG @12.5% = ₹37,500


📌 Example 2: VDA Token Trade

  • Bought for ₹2,00,000, sold at ₹3,50,000

  • Gain: ₹1,50,000

  • Tax @30% = ₹45,000

  • TDS of ₹3,500 deducted by buyer/platform

  • Remaining ₹41,500 to be paid


🛡️ 8. Avoid These Common Mistakes

🔴 Misreporting VDA tokens as capital assets
🟡 Ignoring TDS credits in Form 26AS
🔵 Not classifying rental income correctly
🟣 Missing advance tax deadlines
🟢 No documentation = higher audit risk


🏆 9. Pro Tips for Hassle-Free Compliance

🌈 Keep everything digitally organized
🎯 Match your platform reports with Form 26AS
🧮 Use reliable tax software or consult a CA
📅 Don’t wait till last week of July!


📌 10. Quick Summary Table

Type of IncomeTax RateTDSReport in ITR
Rental IncomeSlab10%Schedule HP
Interest IncomeSlab10%Schedule OS
Dividend IncomeSlab / Exempt10%Schedule OS
Capital Gains (LTCG/STCG)12.5% / Slab0%Schedule CG
VDA Gains30% Flat1%Schedule CG

🧭 Final Thoughts

Tokenized real estate is exciting, but tax rules are still evolving. Be extra careful in:

  • Proper classification (VDA vs. Capital Asset)

  • Applying correct tax rates

  • Filing your ITR on time

✅ Stay informed
✅ Keep documents ready
✅ Don’t hesitate to consult an expert


Created & Posted By Mayank Saini
 Account Executive at TAXAJ

TAXAJ is a consortium of CA, CS, Advocates & Professionals from specific fields to provide you a One Stop Solution for all your Business, Financial, Taxation & Legal Matters under One Roof. Some of them are: Launch Your Start-Up Company/BusinessTrademark & Brand RegistrationDigital MarketingE-Stamp Paper OnlineClosure of BusinessLegal ServicesPayroll Services, etc. For any further queries related to this or anything else visit TAXAJ

Watch all the Informational Videos here: YouTube Channel

TAXAJ Corporate Services LLP
Address: 1/3, UG Floor, Sulahkul Vihar, Old Palam Road, Dwarka, Delhi-110078

Contact: 8961228919 ; 8802812345 | E-Mail: connect@taxaj.com
    • Related Articles

    • Which ITR - Income Tax Return to File?

      A tax return is defined as a form or different types of forms filed with a taxing authority which reports income, expenses, and other pertinent tax information. Tax returns make it simple for taxpayers to calculate their tax liability, schedule tax ...
    • Chartered Accountants for Real Estate and Property Transactions

      ? Introduction to Real Estate and Property Transactions The Indian real estate sector is a cornerstone of the nation's economic engine, encompassing a vast spectrum of residential, commercial, and industrial properties. From sprawling urban ...
    • How to File ITR on Income Tax Portal

      An income tax return is a form that enables a taxpayer to declare his income, expenses, tax deductions, investments, taxes etc. The Income Tax Act, 1961 makes it mandatory under various scenarios for a taxpayer to file an income tax return. An income ...
    • 10 Reasons Why You Should File an ITR

      The CBDT is constantly explaining to citizens why is it essential to file income tax returns by conducting various drives. Yet, citizens are hesitant to file income tax returns and are unaware of benefits they may procure from filing income tax ...
    • How to File ITR for Goa-Based Salaried Employees

      Filing an Income Tax Return (ITR) is a mandatory obligation for salaried employees in India, including those based in Goa. Whether you're a first-time filer or have already filed returns in the past, understanding the process can save you time and ...