https://v2.webnotes.in/tags/mf-tax-statement/Recent content in MF Tax Statement on WebNotesHugoen-INTue, 19 May 2026 00:00:00 +0000https://v2.webnotes.in/how-to-download-mf-tax-statement/Tue, 19 May 2026 00:00:00 +0000https://v2.webnotes.in/how-to-download-mf-tax-statement/<p><strong>MF tax statement</strong> is the FY-specific capital gains computation document. Essential for ITR filing. Available from AMC, RTA, or aggregator platforms.</p> <p><strong>Conflict-of-interest disclosure.</strong> This guide is published by WebNotes Editorial Team for informational purposes. WebNotes has no commercial relationship with any AMC. No affiliate commission is earned.</p> <aside class="callout callout--note" role="note"> <strong class="callout__label">Prerequisites</strong> <div class="callout__body"><ul> <li>MF transactions during FY.</li> <li>AMC / aggregator account access.</li> <li>PAN.</li> <li>ITR filing in scope.</li> </ul> </div> </aside> <h2 id="step-by-step-procedure">Step-by-step procedure</h2> <p>See the procedure infobox above.</p> <h3 id="tax-statement-contents">Tax statement contents</h3> <table> <thead> <tr> <th>Section</th> <th>Detail</th> </tr> </thead> <tbody> <tr> <td>Per-scheme</td> <td>Capital gain breakdown</td> </tr> <tr> <td>Holding period</td> <td>LTCG vs STCG classification</td> </tr> <tr> <td>Cost basis</td> <td>FIFO computation</td> </tr> <tr> <td>Sale value</td> <td>Per transaction</td> </tr> <tr> <td>TDS deducted</td> <td>Section 195 / 194K</td> </tr> <tr> <td>Grandfathering</td> <td>Pre-Jan 2018 FMV applied</td> </tr> </tbody> </table> <h3 id="channels">Channels</h3> <table> <thead> <tr> <th>Source</th> <th>Best for</th> </tr> </thead> <tbody> <tr> <td>Each AMC portal</td> <td>Single-AMC investors</td> </tr> <tr> <td>CAMS Tax Statement</td> <td>CAMS-RTA AMC consolidated</td> </tr> <tr> <td>KFin Tax Statement</td> <td>KFin-RTA AMC consolidated</td> </tr> <tr> <td>MF Central</td> <td>Cross-RTA consolidated</td> </tr> <tr> <td>MFU</td> <td>eCAN-based multi-AMC</td> </tr> </tbody> </table> <aside class="callout callout--warn" role="note"> <strong class="callout__label">What can go wrong</strong> <div class="callout__body"><ul> <li><strong>Wrong FY downloaded</strong>: Verify period.</li> <li><strong>Pre-grandfathering data missing</strong>: Some platforms exclude pre-2018 FMV; request from AMC.</li> <li><strong>Multi-AMC aggregation manual</strong>: Sum per category for ITR.</li> </ul> </div> </aside> <h2 id="see-also">See also</h2> <ul> <li><a href="https://v2.webnotes.in/how-to-download-mf-soa/">How to download MF SoA</a> </li> <li><a href="https://v2.webnotes.in/how-to-generate-cas-mf/">How to generate CAS (MF)</a> </li> <li><a href="https://v2.webnotes.in/how-to-report-mf-capital-gains-itr/">How to report MF capital gains in ITR</a> </li> <li><a href="https://v2.webnotes.in/how-to-fill-schedule-cg-mf/">How to fill Schedule CG (MF)</a> </li> <li><a href="https://v2.webnotes.in/how-to-apply-grandfathering-rule-ltcg-mf/">How to apply grandfathering rule LTCG (MF)</a> </li> <li><a href="https://v2.webnotes.in/how-to-set-off-mf-capital-losses/">How to set off MF capital losses</a> </li> <li><a href="https://v2.webnotes.in/how-to-carry-forward-mf-capital-losses/">How to carry forward MF capital losses</a> </li> <li><a href="https://v2.webnotes.in/how-to-download-form-26as-matching-zerodha/">How to download Form 26AS matching (Zerodha)</a> </li> <li><a href="https://v2.webnotes.in/how-to-download-ppfas-capital-gains-statement/">How to download PPFAS capital gains statement</a> </li> <li><a href="https://v2.webnotes.in/how-to-download-capital-gains-statement-zerodha/">How to download capital gains statement (Zerodha)</a> </li> <li><a href="https://v2.webnotes.in/how-to-reconcile-form-26as-mf/">How to reconcile Form 26AS with MF transactions</a> </li> <li><a href="https://v2.webnotes.in/capital-gains-statement-mf/">Capital gains statement (MF)</a> </li> <li><a href="https://v2.webnotes.in/statement-of-account-mf/">Statement of Account (MF)</a> </li> <li><a href="https://v2.webnotes.in/consolidated-account-statement/">Consolidated Account Statement</a> </li> <li><a href="https://v2.webnotes.in/section-112a/">Section 112A (LTCG)</a> </li> <li><a href="https://v2.webnotes.in/section-111a/">Section 111A (STCG)</a> </li> <li><a href="https://v2.webnotes.in/section-50aa-debt-mf/">Section 50AA (debt MF taxation)</a> </li> <li><a href="https://v2.webnotes.in/mutual-funds-india/">Mutual funds in India</a> </li> <li><a href="https://v2.webnotes.in/amfi-association-of-mutual-funds/">AMFI</a> </li> <li><a href="https://v2.webnotes.in/sebi/">SEBI</a> </li> </ul> <h2 id="external-references">External references</h2> <ul> <li><a href="https://www.incometax.gov.in/">Income Tax Department</a> </li> <li><a href="https://www.sebi.gov.in/">SEBI</a> </li> <li><a href="https://www.amfiindia.com/">AMFI India</a> </li> </ul> <h2 id="references">References</h2> <ol> <li>SEBI (Mutual Funds) Regulations, 1996.</li> <li>AMFI Best Practice Guidelines on tax statements.</li> <li>Income Tax Act, 1961, Sections 111A, 112A, 50AA.</li> </ol>