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Case lawITAT › ACIT v Lahari Holiday Homes (P) Ltd — the s.115BAA option can be exercised in a revised return, and the MAT credit then goes
ITATHelps taxpayerValidity unconfirmeds.115BAAs.115BAA(2)s.115JBs.115JAAs.139(1)s.139(5)s.10AAs.32(1)(iia)s.32ADs.35s.35CCCs.35CCDs.72

ACIT v Lahari Holiday Homes (P) Ltd — the s.115BAA option can be exercised in a revised return, and the MAT credit then goes

We filed the original return under MAT claiming MAT credit, then filed a revised return within the due date opting for s.115BAA. The Assessing Officer says that is a prohibited withdrawal of the option. Is it, and what happens to the MAT credit and our brought-forward losses?

We filed the original return under MAT claiming MAT credit, then filed a revised return within the due date opting for s.115BAA. The Assessing Officer says that is a prohibited withdrawal of the option. Is it, and what happens to the MAT credit and our brought-forward losses?

It is not a withdrawal. A revised return under s.139(5) substitutes the original return and assumes the character of a return under s.139(1), so an option exercised for the first time in a revised return filed within the due date is a valid first exercise — there was no earlier exercise capable of being withdrawn. But once the concessional regime is allowed, no MAT credit can be claimed for that year; and s.115BAA(2) bars set-off only of losses attributable to the deductions it specifies, not of ordinary brought-forward business and capital losses.

Decided by the ITAT (Vijay Pal Rao, Vice President and Madhusudan Sawdia, Accountant Member (ITAT Hyderabad 'B' Bench)) on 2025-10-08, reported as ITA No.600/Hyd/2025, Assessment Year 2021-22; heard 16 September 2025, pronounced 8 October 2025. It bears on section 115BAA, section 115BAA(2), section 115JB, section 115JAA, section 139(1), section 139(5), section 10AA, section 32(1)(iia), section 32AD, section 35, section 35CCC, section 35CCD, section 72 of the Income Tax Act 1961, in Assessment & Scrutiny, Appeals and Deductions & Disallowances matters.

Validity check could not be completed. Validity check could not be completed. No later treatment of this order was located and it is not known whether the Revenue appealed to the Telangana High Court. There is a live and unreconciled difference between Tribunal Benches on the combination of a MAT credit claim with a s.115BAA option: Brahmos Realty Private Limited v ITO (ITAT Mumbai, 19 August 2025), already in the library, proceeds on the footing that claiming MAT credit is inconsistent with a valid option, while this Bench holds the option valid and denies only the credit. That is a difference between Tribunal Benches and not a High Court conflict, so it cannot be labelled "high courts differ"; it is recorded here instead.

Why it matters

Three separate points a practitioner needs, and they cut in different directions. The first is the answer to the commonest CPC and assessment objection — that having first returned income under MAT the company had "opted out" of s.115BAA and could not come back; the Tribunal treats that as legally untenable, relying on the Board's own FAQ on ITR-6, which permits the option to be exercised in a revised return. The second is the price, and it is unforgiving: the MAT credit for that year goes, and the Tribunal directed the Assessing Officer to verify and withdraw it. The third is a real limit on the Department: s.115BAA(2) prohibits set-off of loss and unabsorbed depreciation attributable to s.10AA, s.32(1)(iia), s.32AD, s.35, s.35CCC and s.35CCD, and Circular 29/2019 does not go further; a regular brought-forward business loss or capital loss is unaffected. Note the tension a reader must be told about: the Mumbai Bench in Brahmos Realty, already in the library, treats a MAT credit claim as invalidating the option, whereas this Bench treats the option as good and simply denies the credit.

Binding on the AO and CIT(A) within the Tribunal's jurisdiction. Persuasive elsewhere.

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