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Pensioners

Expert-assisted income tax filing tailored for pensioners and senior citizens to ensure compliance, accurate pension declarations, and optimization of tax benefits.

Target Audience & Scope

Intended For:

Retired Government Employees, Private Sector Pensioners, Family Pensioners, Senior Citizens (60+), Super Senior Citizens (80+)

Common Tax Challenges We Resolve:
  • Navigating the new Form 121 (which replaced Form 15H) for TDS exemption on interest
  • Unsure how to report family pension and claim the applicable standard deductions
  • Consolidating multiple interest incomes from FDs, savings, and post office schemes
  • Choosing between the old regime (80TTB, 80D) and the new regime (up to ₹12L tax-free)
  • Difficulty navigating the income tax portal and understanding Annual Information Statement (AIS)

Inclusions

  • Reporting of regular pension, family pension, and commuted pension
  • Old vs new tax regime comparison tailored to senior citizen benefits
  • Declaration of interest income (FDs, Post Office, Savings) and dividend income
  • Reconciliation of Form 26AS, AIS, and calculation of advance tax exemptions
  • Guidance on TDS credits and understanding the new Form 121 requirements
  • Preparation and secure filing of your ITR by a certified tax professional

Exclusions

  • Capital gains from mutual funds, stocks, or property (available via Capital Gains plan)
  • Business or professional income reporting (available via Business plan)
  • Audit reports under Section 44AB
  • Handling of foreign assets, foreign income, or crypto transactions
  • Physical document collection or courier services

Our Assisted Filing Process

Simple, secure, and expert-led from upload to final submission.

1
Document Upload

Securely share your Pension Payment Order (PPO), Form 16, interest certificates, and investment proofs.

2
Expert Review & Computation

A dedicated tax professional calculates your tax, compares regimes, and applies applicable senior citizen benefits.

3
Verification & E-Filing

Once you approve the computation, we securely file your return and share your official ITR acknowledgement.

Select Your Plan

Pensioners Plan

699 Inclusive of GST
Expert CA-assisted tax filing for senior citizens and pensioners, ensuring accurate reporting of pension, interest income, and optimization of tax regimes.
Secure Assisted Filing: One-ITR is an independent portal. All documents and data uploads are protected under strict security guidelines.

FAQs for Tax Filing

Quick answers about e-filing timelines, document submissions, and tax refund protocols.