Declaring Investments for Form 15G/H: Do I Include Past Investments Too?

Hi,

Does anyone know if I need to declare only the investments made in the current Assessment Year, or do I also need to include past investments? Please suggest.

Thanks!

I don't know how much my final PF payment would be. Also, I have withdrawn an FD in May 2015 and earned an interest of around 10000. Additionally, I have 3 mutual funds that I invested in 2011 which are still operating in the market.

Currently, I am unemployed. I worked from April 2014 till January 2015, and the total income that I received from my salary during this period is 93000. Now, please suggest how I should provide these details in Form 15G in order to withdraw my PF.

These details are not required to be furnished in Form 15G. You need to determine your PF amount and enter that figure in the appropriate column of the form. I believe your income will not exceed the taxable limit. Therefore, once you confirm this fact, proceed to submit Form 15G when you are certain that your total income is not taxable.

Your mutual fund investments are not considered for tax purposes.

Your employer's contributions + the accumulated interest amount will be taxed as “profits in lieu of salary”. Interest accumulated on your (employee) contributions will also get taxed under the Head “Income from other sources”
Withdrawal amount of employees share of EPF ,will will be aded to your salary.
Other learned members may comment

Vnhetanima,

Refer to this link: [Download Form 15G & 15H in Excel/Word format with FAQs](http://taxguru.in/income-tax/download-know-and-faq-on-form-15g-form-15h.html)

I hope this helps! Let me know if you need further assistance.

I want to withdraw my PF as I am leaving my job. I want to know if PF withdrawal in July 2015 will contribute to which financial year?

Date of withdrawal of Provident Fund: Jul 15. It will be added to the income of the Financial Year 2015-16 for the assessment year 2016-17.

I hope your doubt is cleared.

Hi, I left my job 3 months ago and am currently not working. I have applied for PF withdrawal and submitted forms 19 and 10C to my employer. However, he sent them back, stating that form 15G was missing. My PF balance is over 3 Lakh. Do I still need to submit form 15G? I do not have any other savings or investments. If it is necessary to submit form 15G, please guide me as I am unsure about many columns in that form. Thanks in advance.

To whom should I submit the Form 15G after filling out part 1? I am having trouble understanding part 2. Kindly suggest to me.