Hi everyone! I’m new to trading and this is my first year filing taxes after lots of trading in 2024-25 FY. I am trying to match trades in my Zerodha P&L report and my AIS JSON (“Sale of securities and units of mutual fund”).
I have a debit of BOROSCI (Listed Equity Share) for 20 units on a given date. Out of that, 15 units are sold after holding for over one year, while remaining 5 units are sold after holding for less than one year. According to me: 15 units should be classified under LTCG, while the other 5 units should be classified under STCG.
My question: In my AIS, all 20 units are showing as “Short Term” Asset Type. I gave feedback to update the 20 to 5. But now I’m not able to find a button to add a new row in the AIS table to show the 15 units under Long Term.
How can I approach this? I appreciate any guidance
AIS just shows what brokers report and sometimes messes up holding period info, so even if you sold 15 BOROSCI shares after 1 year (which is LTCG) and 5 within a year (which is STCG), AIS may wrongly show all 20 as STCG.
You already gave feedback to correct it to 5, which is good. You don’t need to add a new row for the 15 LTCG, just report it correctly in your ITR using Zerodha’s P&L report. AIS is not final; your ITR is what actually matters.
