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SWP, Dividend and Taxation

Total questions: 20

Worksheet time: 10mins

Name
Class
Date
1.

NRI's Equity taxation rates are same as Resident Individuals.

a)

True

b)

FALSE

2.

How much TDS is deducted from Dividend income above 5000 in a Financial Year

a)

5%

b)

7.5%

c)

10%

d)

15%

3.

Loss on SWP is not subject to TAX

a)

True

b)

FALSE

4.

Taxes on capital gains arising from scheme's is deducted before paying the redemption amount to a individual investor

a)

True

b)

FALSE

5.

In case of STCG what tax rate is applicable for equity schemes?

a)

10 % on gain above Rs 1 lakhs

b)

15%

c)

20 % with indexation benefit

d)

As per the tax slab applicable to Investor

6.

In case of STCG what tax rate is applicable for Debt schemes?

a)

10 % on gain above Rs 1 lakhs

b)

15%

c)

20 % with indexation benefit

d)

As per the tax slab applicable to Investor

7.

In case of LTCG what tax rate is applicable for equity schemes?

a)

10 % on gain above Rs 1 lakhs

b)

15%

c)

20 % with indexation benefit

d)

As per the tax slab applicable to Investor

8.

In case of LTCG what tax rate is applicable for Debt schemes?

a)

10 % on gain above Rs 1 lakhs

b)

15%

c)

20 % with indexation benefit

d)

As per the tax slab applicable to Investor

9.

In the IDCW option entire cash flow is taxable to investor

a)

True

b)

FALSE

10.

How much tax is levied on IDCW paid to a investor?

a)

10%

b)

15%

c)

As per the TAX slab

d)

20 % with indexation benefit

11.

Indexation benefits are applicable to debt schemes only

a)

TRUE

b)

FALSE

12.

In SWP only gains are Taxed

a)

TRUE

b)

FALSE

13.

IDCW is taxed in _______

a)

Rising Markets

b)

Falling Markets

c)

Even when there is no redemption from the scheme

d)

All of the above

14.

How much is the cess % charged for taxation in mutual funds?

a)

4%

b)

2%

c)

10%

d)

6%

15.

If the Investment amount is rs 5000 in ICICI Prudential Value Discovery Fund and after 5 years the valuation is rs 10000, but the investor has not redeemed the amount then, What will be the capital gain tax applicable to the investor?

a)

No tax since the ltcg on equity is exempt

b)

No tax since the capital gain is less than 1lac

c)

No tax since the gain is unrealised

d)

None of the above

16.

How much short term capital gain TAX is charged to a NRI investor incase of Debt Schemes?

a)

30%

b)

Debt

c)

No Tax applicable

d)

None of the above

17.

Indexation benefits are not applicable to NRI investors

a)

True

b)

FALSE

18.

What is the TDS on Dividend on for NRI Investors

a)

20% with Indexation

b)

20% + Surcharge37% + Cess 4%

c)

NIL

d)

15 % + Surcharge 40%

19.

Surcharge is common for Equity and Debt Schemes

a)

True

b)

FALSE

20.

The changes in Taxation for Dividend Payout (IDCW) was enforced from

a)

31st March, 2021

b)

1st April, 2021

c)

1st April, 2020

d)

None of the above