VittSphere ONE Calculators Blog CA Prabhakar Kumar · FCA · ICAI 560762
Case lawConcepts › Cost, indexation, and what changed in 2024

Cost, indexation, and what changed in 2024

What cost can I deduct, and do I still get indexation after the 2024 changes?

What cost can I deduct, and do I still get indexation after the 2024 changes?

Cost of acquisition is what you paid, or for assets received by gift, will, inheritance or HUF partition, what the previous owner paid. For transfers on or after 23 July 2024 indexation is gone and long-term gains are taxed at 12.5%, with one carve-out: a resident individual or HUF selling land or building acquired before 23 July 2024 can ignore any tax in excess of the old 20%-with-indexation figure.

This is an explainer, not a judgment. It states the law in our own words, which is exactly why it needs checking. Everything below was written from the sources listed at the foot of this page, and no chartered accountant has yet signed it off. Read the source before you rely on it in a reply or an appeal.

Start with s.48. Gain is full value of consideration less expenditure wholly and exclusively in connection with the transfer, less cost of acquisition and cost of improvement. The second proviso to s.48 used to substitute "indexed cost" for long-term assets, with the indexed cost defined by reference to the Cost Inflation Index for the year of transfer over the index for the year of first holding or 2001-02, whichever is later.

Where you did not buy the asset, s.49(1) applies. If the asset came to you on partition of an HUF, under a gift or will, by succession or inheritance, on dissolution of a firm or liquidation of a company, or under a trust transfer, your cost is "the cost for which the previous owner of the property acquired it, as increased by the cost of any improvement". The Explanation defines the previous owner as the last owner who acquired it by a mode other than those listed — so you trace back through successive gifts to the last real purchase.

If the asset (or the previous owner's acquisition) predates 1 April 2001, s.55(2)(b) lets you substitute the fair market value on 1 April 2001 for actual cost. For land or building there is a cap: the FMV so adopted "shall not exceed the stamp duty value, wherever available, of such asset as on the 1st day of April, 2001". Improvements incurred before 1 April 2001 are ignored entirely under s.55(1)(b).

Now the 2024 change. The CBDT's own FAQ on the new regime says the changes apply "from 23.7.2024 and shall apply to any transfer made on or after 23.7.2024". Holding periods were simplified to 12 months for listed securities and 24 months for all other assets, with immovable property and unlisted shares unchanged at 24 months. Long-term gains move to 12.5% without indexation, replacing 20% with indexation. For STT-paid listed equity and equity mutual funds, long-term gains go to 12.5% (from 10%) with the annual exemption raised from Rs 1 lakh to Rs 1.25 lakh, and short-term gains to 20% (from 15%).

The carve-out matters for property. For a resident individual or HUF transferring land or building acquired before 23 July 2024, tax is computed both ways and, in the words of the professional summary of the enacted Act, "if such tax amount exceeds tax computed as per the earlier capital gains regime (i.e. 20% after considering indexation benefit), the excess tax will be ignored". This is carried into s.197 of the Income-tax Act, 2025 in the same form, and s.72(8) of that Act is the surviving indexation machinery. Non-residents, and property held through a company or LLP, do not get this option.

The Cost Inflation Index is still notified because of that carve-out and other residual uses. Base year 2001-02 is 100; 2023-24 is 348; 2024-25 is 363; 2025-26 is 376; and 2026-27 is 384, notified by Notification No. 85/2026 dated 15 July 2026 under s.72(8)(a) of the Income-tax Act, 2025.

Why it matters

For inherited or gifted property the cost is almost never what the executor's papers show — it is the previous owner's cost, which can be tiny, and the 1 April 2001 fair market value substitution is often the single largest lever in the computation. For post-23 July 2024 sales, running the old 20%-with-indexation comparison is the difference between the right tax and an overpayment, and it is only available to resident individuals and HUFs on land or building acquired before that date.

What to do

Where people go wrong

Unsettled, or not pinned down. The holding-period figures come from the CBDT press-release FAQ rather than from the amended text of s.2(42A), which I could not retrieve in current form. The exact statutory wording of the resident individual/HUF comparison under the 1961 Act (the proviso to s.112) was only available to me through the professional summary and through s.197 of the 2025 Act; I could not fetch the enacted 1961 Act proviso itself.

Authorities on these sections

Judgments in this library that turn on the same provisions.

Where this came from

Every page in this library links to what it was written from, so you can check it rather than take our word for it.