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Refunds

Your refund window has closed, but the money may still be recoverable (Section 119(2)(b))

Tax was over-deducted on your NRO interest or a property sale years ago, you never filed to claim it back, and the normal return deadline is long gone.

You are an NRI who was owed a refund — too much TDS was cut on your NRO interest or a property sale, or a treaty rate you were entitled to was never claimed — but you didn't file a return in time, and the window to file even a belated return has closed. The portal won't let you file for that year any more, so the refund looks lost. It usually isn't. There is a separate route, a condonation-of-delay application under Section 119(2)(b), that asks the department for permission to file late and claim the time-barred refund, and it reaches back several years.
Last reviewed: 13 June 20268 min readReviewed by Preetesh Maloo, CA

The short answer

When the normal and belated return deadlines for a year have passed, the only way to still claim a refund for that year is a condonation-of-delay application under Section 119(2)(b). You apply to the income tax authority for permission to file a late return (or a late claim), explaining the genuine reason for the delay. Under CBDT Circular 11/2024, an application must be made within five years from the end of the relevant assessment year, and which authority decides it depends on the refund amount. One thing to know going in: no interest under Section 244A is paid on a refund claimed this way — you recover the tax, but not interest on it.

References on this page

  • Section 119(2)(b) (power to admit a late application or refund claim)
  • CBDT Circular 11/2024 (the current condonation guidelines, from 1 Oct 2024)
  • Section 244A (refund interest — not paid on a belated / condoned claim)
  • Section 139 (the normal and belated return deadlines this route comes after)

When condonation is the right tool — and when it isn't

A condonation application is for one specific situation: you are genuinely owed a refund for a past year, but every ordinary way to file for that year has closed. While the belated-return window is still open, you simply file the belated return and claim the refund normally — condonation isn't needed and won't be entertained. It only comes into play once that window has shut and the portal no longer accepts a return for the year.

The refund also has to be real. This route recovers tax that was actually over-collected — excess TDS on your NRO interest or fixed deposits, TDS deducted on a property sale at a rate higher than your real liability, a DTAA treaty rate you were entitled to but never claimed, or excess advance tax. It is not a way to manufacture a loss or a deduction after the fact. The department will only condone the delay where the underlying claim is correct and the same income is not taxable in someone else's hands.

For a non-resident the common trigger is straightforward. TDS on NRO interest is cut at a flat rate regardless of your actual slab or treaty position, and property buyers often deduct on the full sale price rather than the gain. The result is tax sitting with the department that was never really due — and if no return was filed in time to claim it, condonation is the way back to it.

The five-year window you are working inside

Condonation does not reach back forever. Under CBDT Circular 11/2024, which sets the current rules from 1 October 2024, an application has to be made within five years from the end of the relevant assessment year. After that, the door closes for good.

It helps to keep two dates straight: the financial year you earned the income, and the assessment year that follows it. The five years run from the end of the assessment year, not the financial year.

Income earned inAssessment yearApply for condonation by (about)
FY 2020-21AY 2021-22End of FY 2026-27
FY 2021-22AY 2022-23End of FY 2027-28
FY 2022-23AY 2023-24End of FY 2028-29

The practical reading is that older refunds expire first, so a year that is approaching its fifth anniversary is the one to act on now. Once the five years from the end of that assessment year are up, no authority can admit the claim, however genuine it is.

Which authority decides — it depends on the amount

Circular 11/2024 splits the decision by how large the refund claim is for the year, so the size of your claim tells you who you are really asking.

Refund claimed for the yearWho decides
Up to ₹1 crorePrincipal Commissioner / Commissioner (PCIT / CIT)
Over ₹1 crore, up to ₹3 croreChief Commissioner (CCIT)
Over ₹3 crorePrincipal Chief Commissioner (Pr. CCIT)

For most NRI refunds — over-deducted TDS on interest or a single property sale — the claim sits well under ₹1 crore, so it goes to the PCIT or CIT with jurisdiction over your case. The application is made to that authority, with the reason for the delay and the evidence that the refund is due. The circular asks the authority to dispose of it, as far as possible, within six months from the end of the month it is received, so this is not an instant process — it is a reasoned application that is examined, not an automatic credit.

What actually persuades the authority

Two things have to land together: a believable reason the return was late, and clean proof the refund is genuinely owed. A bare request to file late, with no explanation and no documents, is the kind that gets refused.

On the delay, the authority is looking for a reasonable cause and genuine hardship — not a deliberate choice to sit on it. For NRIs the honest reasons are often the convincing ones: you were living abroad and didn't know TDS had been cut, you only discovered the deduction when you checked Form 26AS or the AIS years later, a property buyer deducted and deposited TDS without telling you, or illness or a family event kept you from filing. The explanation should be specific to your facts rather than a template.

On the refund itself, the proof is documentary: Form 26AS and the AIS showing the TDS that was deducted, the TDS certificate (Form 16A) or the buyer's Form 16B for a property sale, bank and interest statements, and — where a treaty rate is the basis — your Tax Residency Certificate and Form 10F (now Form 41 from FY 2026-27 under the Income-tax Act 2025). The application sets out the computation so the authority can see the refund figure is correct, not asserted. The stronger and more self-contained that pack, the cleaner the order condoning the delay.

A worked example — Arjun's NRO TDS from four years ago

Arjun, an NRI in Australia, kept a set of NRO fixed deposits in India. For the year he earned about ₹6 lakh of interest, his bank cut TDS at the flat 30% rate — roughly ₹1.8 lakh — even though, on the India-Australia treaty rate of 15% and after his basic exemption, his real liability was far lower. He never filed a return for that year because he assumed the TDS settled everything, and only noticed the over-deduction when he pulled his Form 26AS while sorting out a later year.

By then the belated-return window for that year had closed, so a normal filing was impossible. The year, though, was still inside the five-year condonation window measured from the end of its assessment year, and the refund claim was well under ₹1 crore — so it fell to the PCIT to decide.

The application explained the delay honestly: living abroad, unaware the bank had deducted at the full rate, discovered only on later review of 26AS. It attached the 26AS and AIS showing the ₹1.8 lakh deducted, the interest statements, and the Tax Residency Certificate and Form 10F supporting the 15% treaty rate, with a computation showing the refund due. Once the delay was condoned, the return was filed for that year and the refund processed. Arjun recovered the over-deducted tax — but, because this was a belated claim condoned under Section 119(2)(b), no Section 244A interest was added on top. The figures are illustrative; the lesson is that the tax was recoverable years later, just without interest.

The one thing not to expect — interest on the refund

On a normal, on-time refund the department adds interest under Section 244A for the time it held your money. On a refund claimed through condonation, it does not. Circular 11/2024 is explicit that no interest is admissible on a belated claim of refund, so you recover the tax that was over-collected but nothing for the years it sat with the department.

That is the real cost of waiting, and it is worth naming plainly: the longer a genuine refund goes unclaimed, the more interest you forgo, and past the five-year mark you lose the principal too. The trade-off is simple — condonation gets the tax back when the ordinary routes are closed, but it is always better to claim a refund inside the normal window where the 244A interest is paid.

Where a refund is still recoverable through an ordinary belated return, or where the over-deduction spans several open years, that is the past-year recovery route rather than condonation, and the two are often scoped together so each year is claimed the cheapest way it can be.

What's involved

What the CA actually does

  1. 1

    We confirm condonation is actually the right route for the year

    We check whether the belated-return window for that year is genuinely closed and whether it still sits inside the five-year condonation limit. If an ordinary belated or revised return can still claim the refund, we use that instead — it is faster and can still carry interest.

  2. 2

    We establish the refund is real and compute it

    We pull your Form 26AS and AIS, match the TDS that was deducted against your actual liability — slab, treaty rate, basic exemption — and build the computation that shows the refund figure, so the claim is evidenced rather than asserted.

  3. 3

    We draft the reason for the delay to fit your facts

    We frame the genuine-hardship and reasonable-cause explanation around what actually happened — living abroad, unaware of the deduction, discovered on later review — specific to you, because a template reason is what gets these refused.

  4. 4

    We file the application with the right authority

    Based on the refund amount, we make the Section 119(2)(b) application to the correct authority (PCIT / CIT, CCIT or Pr. CCIT), with the computation, the 26AS / AIS, the TDS certificates and — where a treaty rate applies — the TRC and Form 10F / Form 41 supporting it.

  5. 5

    We file the return and track the refund once the delay is condoned

    After the condonation order, we file the return for that year and follow the refund through to release — telling you upfront that no Section 244A interest will be added on a condoned claim, so there are no surprises.

What to have ready

Documents you'll typically need

  • Form 26AS and the Annual Information Statement (AIS) for the year
  • TDS certificate (Form 16A), or the buyer's Form 16B for a property-sale TDS
  • Bank and interest statements behind the NRO income
  • Tax Residency Certificate and Form 10F / Form 41, where a treaty rate is the basis
  • The sale deed and gain computation, where the refund is on property TDS
  • A short, dated account of why the return was not filed in time
  • PAN and the registered login on the income tax portal

Your destination country can change the details

Requirements differ from one consulate, university and visa route to the next — how recent the figures must be, how long funds must have been held, and which certificates are mandatory. We assemble the documents around the exact checklist you're applying under. To see how India's tax treaty with your country of residence affects related filings, set your country below or compare all 31 countries.

Frequently asked questions

Common questions

Owed an old refund the portal won't let you file for?

Tell us the year and what was over-deducted. A practising CA will check if it's still inside the five-year condonation window and scope the application on a free call — no obligation.

No card, no obligation. All certification and filing work is handled by ICAI-registered practising Chartered Accountants.