Form 26AS -- TDS on mutual fund dividends in India

Tue, 12 May 2026 00:00:00 +0000

Form 26AS is an annual consolidated tax credit statement maintained by the Income Tax Department of India for each PAN holder, showing all Tax Deducted at Source (TDS), Tax Collected at Source (TCS), advance tax payments, and self-assessment tax payments credited against the taxpayer’s account. For mutual fund investors, Form 26AS is relevant primarily because it records TDS deducted by AMCs under Section 194K on Income Distribution cum Capital Withdrawal (IDCW) payouts when the cumulative IDCW paid by a single AMC to an investor exceeds Rs 5,000 in a financial year.

How to claim mutual fund dividends on Coin

Tue, 12 May 2026 00:00:00 +0000

Mutual fund investors on Zerodha Coin who choose the IDCW plan (Income Distribution cum Capital Withdrawal – formerly called the Dividend plan) receive periodic cash payouts from the fund’s distributable surplus. These payouts are automatically credited to the investor’s registered bank account; no manual claim process is required.

This guide explains what IDCW means, how it works for demat-held Coin units, and how to ensure you receive and report payouts correctly.

Mutual Fund Dividend on WebNotes

Form 26AS -- TDS on mutual fund dividends in India

How to claim mutual fund dividends on Coin