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Case lawCBDT Circulars & Instructions › Statutory position — s.10(34A): the shareholder's exemption for buy-back proceeds, what it covered from AY 2014-15, why it stopped mattering for buy-backs on or after 1 October 2024, and the one thing it does not do
CBDT Circulars & InstructionsCuts both waysValidity unconfirmeds.10(34A)s.115QAs.115QCs.46As.48s.2(22)(f)Rule 40BB

Statutory position — s.10(34A): the shareholder's exemption for buy-back proceeds, what it covered from AY 2014-15, why it stopped mattering for buy-backs on or after 1 October 2024, and the one thing it does not do

For a buy-back completed before 1 October 2024 my client claimed the whole receipt as exempt under section 10(34A). The officer says the company got its section 115QA computation wrong, so the exemption goes. Is that right — and does the exemption still exist for a buy-back done now?

For a buy-back completed before 1 October 2024 my client claimed the whole receipt as exempt under section 10(34A). The officer says the company got its section 115QA computation wrong, so the exemption goes. Is that right — and does the exemption still exist for a buy-back done now?

Section 10(34A) is a provision about buy-backs BEFORE 1 October 2024: it exempts in the shareholder's hands "any income arising to an assessee, being a shareholder, on account of buy back of shares by the company as referred to in section 115QA", and because the second proviso to s.115QA(1) switches that section off for any buy-back taking place on or after 1 October 2024, a buy-back from that date is no longer one "referred to in section 115QA" and the exemption has nothing to attach to — the proceeds are instead a deemed dividend under s.2(22)(f). The clause was inserted by the Finance Act, 2013 with effect from 1 April 2014, that is from AY 2014-15, and as originally enacted it was confined to buy-back of shares "(not being listed on a recognised stock exchange)"; the words of limitation had gone by the time the Tribunal reproduced the clause in 2024 and 2025, matching the parallel deletion of the same words from s.115QA with retrospective effect from 5 July 2019.

Decided by the CBDT Circulars & Instructions (Not applicable — statutory text) on 2014-04-01, reported as Clause (34A) of section 10 of the Income-tax Act, 1961; as inserted, transcribed verbatim from section 5(V) of the Finance Act, 2013 at indiankanoon.org/doc/17335851/; in its later form reproduced verbatim by the ITAT Delhi in Rukmani Wires Pvt Ltd v. DCIT (29 August 2024) and by the ITAT Rajkot in Bhikhalal Prahladrai Agarwal (HUF) v. ACIT (21 August 2025). It bears on section 10(34A), section 115QA, section 115QC, section 46A, section 48, section 2(22)(f), section Rule 40BB of the Income Tax Act 1961, in Capital Gains Exemptions, Capital Gains and How Tax Law Is Read matters.

Validity check could not be completed. Validity check could not be completed on the current text of the clause. The words of the clause as inserted are certain — they are transcribed from the enacting section of the Finance Act, 2013 — and the later form without the listing restriction is certain to the extent that two tribunals reproduced it in identical words in August 2024 and August 2025. What is NOT verified is whether the Finance (No. 2) Act, 2024 textually amended clause (34A), because the departmental section 10 page truncates before clause (34) and no alternative government source for the clause was located. The practical conclusion stated in this entry does not depend on that: it follows from the second proviso to s.115QA(1), verified on two year-stamped departmental pages. A later pass should retrieve clause (34A) from a government source — the Finance (No. 2) Act, 2024 as published, or a CBDT explanatory circular on that Act — and confirm or correct the point.

Why it matters

Two things follow, and both come up constantly on pre-October-2024 buy-backs still under assessment or appeal. First, the exemption is triggered by the buy-back FALLING WITHIN s.115QA, not by the company having paid the right amount of tax. The ITAT Rajkot held on 21 August 2025 that there is no provision in either s.115QA or s.10(34A) empowering the Assessing Officer to withdraw the shareholder's exemption because the company paid too little, that the exemption "is not further dependent upon the actual tax payment by the company", and that the remedy for short payment lies against the company and its principal officer under s.115QC. That is a complete answer to the notice described in the question. Second, the exemption cuts both ways, and this is where taxpayers lose. If the buy-back falls within s.115QA, the income is exempt and the corresponding LOSS is not available either — a shareholder whose shares had a high cost cannot claim the shortfall as a capital loss. The escape from that, when it is available, is that the buy-back never fell within s.115QA at all: the ITAT Delhi held on 29 August 2024 that where the buy-back price is lower than the price at which the company issued the shares there is no "distributed income", so s.115QA "per se cannot be applied", and s.10(34A) "also consequentially would not have any application" — with the result that the shareholder's capital loss under s.46A read with s.48 survives. Third, note the boundary of the clause. It exempts income arising "on account of buy back of shares"; it does not exempt anything on a reduction of capital, on a liquidation distribution or on an ordinary sale of shares to a third party, and it never applied to a buy-back that s.115QA did not reach.

Binding on the department, not on the assessee or the courts. An assessee may rely on a circular that is beneficial to them.

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