How can I get report of my off market shares transfer via Zerodha?

Taxation
1

I got a message from Income tax saying my Pan is flagged.

When I saw on the compliance portal, there were many transactions & one of them was the off market transfer of shares I did from my Demat account to my mom’s demat.

Ofcourse the money wasn’t mine but of Mom’s.

Now I want to share the report of my off-market shares transfer report so that I can explain it to the IT department better.

Guys any idea how can I get a report of the transfer of that off-market share I did via Zerodha?

Shares transfer was done from my Demat (Zerodha) to my Mom’s Demat (Zerodha).

Any help will be really appreciated.

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3

Hi,

You can refer to the monthly CAS sent by CDSL/NSDL (specifically the transactions conducted portion of the statement) for this purpose. If that is not possible, you can register to CDSL easi (if not already registered) and download the Transaction-cum-Holding Statement for the relevant period.

Since, this is an off-market transfer, the BO-ID of the recipient will be mentioned in the transaction particulars of the statement.

Also, you may find these support articles useful.


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4

Thank you. This helped me.

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