CHECK LIST GIVING DETAILS OF DEPENDENTS ELIGIBLE FOR EACH INVESTMENT

The below Checklist provides list of Investments/savings that can be made in the name of
Family members/dependents to claim exemption.
Sl.No
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25

Particulars
RENT RECEIPT
Medical Bills
LTA
Interest on housing loan
Medical Insurance Premium - (Section
80D)
Medical Treatment/Contribution to fund
for
maintenance
of
handicapped
dependent - (Sec 80DD)
Medical treatment in case of specified
ailments or disease (Sec 80DDB)
Deduction in respect of Payment of
Interest taken for higher education
Section 80E)
Donations to Charitable Trust/Institutions
etc - (Section 80G)
Deduction in respect of totally blind or
physically handicapped employee - (Sec
80U)

Self
Yes
Yes
Yes
Yes

Spouse
x
Yes
Yes
x

Children
x
Yes
Yes
x

Parents
x
Yes
Yes
x

Dependent
Brothers
x
Yes
Yes
x

Dependent
Sisters
x
Yes
Yes
x

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Contribution to Pension Schemes

Insurance Premium.
PPF
NSC
Accrued Interest on NSC
ULIP
RAJIV GANDHI EQUITY SAVING SCHEME
Senior Citizens Savings Scheme
Investment in Mutual Funds (ESS, SIP,
MEP)
Investment in Infrastructure /tax saving
bonds
Principal Loan Repayment for Housing
Loan
Fixed Deposits
Children Education Expenses
Sukanya Samriddhi Scheme
Annuity Plans of Insurance Companies

Yes

Yes
Yes
Yes
Yes
Yes
Yes
Yes

Yes
Yes
x
x
Yes
x
x

Yes
Yes
x
x
Yes
x
x

x
x
x
x
x
x
x

x
x
x
x
x
x
x

x
x
x
x
x
x
x

Yes

Yes

Yes

Yes
X
X
Yes

x
x
x
X

x
Yes
Yes
x

x
x
x
x

x
x
x
x

x
x
x
X

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