ThynkTax /Tax Reference /Case Laws /Adani - Section 14A disallowance

Adani - Section 14A disallowance

Income Tax Appellate Tribunal·2024·ITR
Facts

Section 14A disallowance for expenditure incurred to earn exempt dividend income.

Issue

Rule 8D mechanical application vs. nexus-based disallowance.

Held

Rule 8D applies only after AO records satisfaction that the assessee's suo-motu disallowance is incorrect.

Ratio

Section 14A + Rule 8D require recorded satisfaction; mechanical application is reversible.

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