New Year, Smart Planning: These tax and investment deadlines can save you thousands; note them down now and keep your wallet full..
The new year 2026 has begun. With the new year, it's important to know the key deadlines for investments and taxes so that you can make better decisions at the right time and save money. In this article, we are going to provide you with complete information about the tax and investment timeline for 2026.
January 2026
If you have opted for the old tax regime, submit your HRA, 80C, and donation receipts to your employer. This will help you save on taxes. Also, check your PAN status, as the last date to link your PAN with Aadhaar was December 31, 2025.
February 2026
The Union Budget is presented by the central government in February. Several important announcements regarding taxes and investments are made during this time. Incorporate these changes into your tax planning to your advantage.
March 2026
Being the last month of the financial year 2026, this is crucial for tax payments. If you are liable for advance tax, pay your taxes by March 15th. You can claim the benefit of investments made by March 31st on your income tax return.
April 2026
The new financial year begins on April 1st, and this month is quite important for those who have opted for the old tax regime. You can invest up to the prescribed limit in PPF or other schemes under Section 80C. This will improve your tax planning.
May 2026
This month is not as significant from a tax perspective, but during this time, you can review your tax planning and plan new investments with the help of your financial advisor.
June 2026
The first advance tax payment deadline for the new financial year is June 15th. The last date for filing income tax returns is in July. This is why you can submit the necessary documents for tax filing during this month, such as Form 26AS, Form 16, and TDS certificates.
July 2026
This month is quite important from an income tax perspective. The last date for filing income tax returns is usually July 31st.
August 2026
If you missed anything after filing your income tax return (ITR Filing), you can rectify the error during this period.
September 2026
The festive season begins in the country this month. During this time, you can shop and take advantage of the offers available in the market. Also, September 15th is the last date for paying the second installment of advance tax.
October 2026
Dussehra is on the 20th of this month. This day is considered auspicious for buying a vehicle or a house and opening a new business.
November 2026
Diwali is on November 6th. This festival is a good opportunity to invest in gold and silver. From this day onwards, you can consult your financial advisor and start new SIPs, etc.
December 2026
This is the last month of the year. The last date for paying the third installment of advance tax is December 15th. Additionally, if you were unable to file your return in July, you can file it by December 31st with a penalty.
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