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How to Switch Tax Regime While Filing ITR: Form 10-IEA Guide

You can switch between the new and old tax regime when you file your income tax return for AY 2026-27. If you have no business or professional income, you simply pick your regime inside the ITR itself. If you have business or professional income, you must file Form 10-IEA on the income tax portal to opt out of the new regime, and you can do this only up to the return due date under section 139(1).

This is a plain how-to on the mechanism of switching. If you are still deciding which regime saves you more, read Old vs New Tax Regime: which one to choose first, then come back here to action your choice.

The short version

The new tax regime under section 115BAC(1A) of the Income-tax Act, 1961, is the default regime from AY 2024-25 onward. That means if you do nothing, you are taxed under the new regime. To use the old regime instead, you have to actively opt out, and how you opt out depends entirely on whether you have business or professional income.

Who can switch every year, and who is restricted

This is the single most important rule, so read it carefully.

Type of taxpayer How you switch How often you can switch
Salaried, pensioner, or anyone with no business or professional income Choose the regime directly inside the ITR each year. No separate form needed. Every year. You can flip between old and new from one year to the next, freely.
Individual, HUF, AOP, BOI or AJP with business or professional income File Form 10-IEA on the e-filing portal to opt out of the new regime. Restricted. Once you opt out and later go back to the new regime, the door to the old regime closes for good, unless your business or professional income ends.

So a salaried person can pick old this year, new next year, old again the year after. There is no penalty and no form. A business owner does not get that freedom.

The business-income switch rule, stated carefully

Under section 115BAC(6), if you have business or professional income and you opt out of the new regime (choosing old) for a year, you can withdraw that option only once in a later year, that is, return to the new regime once. After that one return, you can never choose the old regime again, except if you stop having any business or professional income. If your business or professional income ceases, you go back to being treated like an ordinary taxpayer who can switch each year.

In plain words: a business taxpayer effectively gets one round trip. Old to new once, then locked into new, unless the business income itself disappears.

What Form 10-IEA actually is

Form 10-IEA is the prescribed form to tell the Income Tax Department that a taxpayer with business or professional income wants to opt out of the new regime (choose the old regime), or later withdraw that opt-out (return to the new regime). It is filed online on the e-filing portal.

If you do not have business or professional income, you do not file Form 10-IEA at all. You just select your regime preference while filling the return.

Step by step: how to switch when you file

If you have no business or professional income (ITR-1 or ITR-2 type cases):

  1. Log in to the income tax e-filing portal and start your return for AY 2026-27.
  2. When the return asks whether you want to opt out of the new regime, choose your answer. Selecting “Yes” puts you on the old regime; “No” keeps you on the default new regime.
  3. Complete the return with the deductions allowed under your chosen regime and submit it.
  4. Verify the return. Your regime choice for this year is locked in with that filing.

If you have business or professional income (ITR-3, ITR-4 or ITR-5 type cases):

  1. Log in to the e-filing portal and open the Income Tax Forms section.
  2. Select Form 10-IEA and choose whether you are opting out of the new regime or withdrawing a previous opt-out.
  3. File Form 10-IEA before you file the return, and note the acknowledgement number it generates.
  4. File your ITR, quoting the Form 10-IEA acknowledgement details so your return reflects the regime you chose.
  5. Verify the return.

The deadline you cannot miss

For both the in-ITR choice and Form 10-IEA, the regime option must be exercised on or before the due date for filing the return under section 139(1). If you file Form 10-IEA after that due date, it is treated as invalid, and you stay on the default new regime for that year. A belated return does not buy you extra time to opt out, so plan around the original due date, not the late-filing window.

How to inform your employer (and why TDS is not the final word)

At the start of the financial year, your employer asks which regime you want, so they can deduct the right TDS from your salary each month. Tell them clearly. If you say nothing, your employer deducts TDS under the default new regime.

The key thing to understand: telling your employer is not your final tax choice. It only sets your monthly TDS. Your actual, binding regime decision is the one you make when you file your ITR. So if you told your employer “new regime” in April but your numbers later favour the old regime, you can still choose old at filing time, and any excess TDS comes back as a refund (or you pay the small balance, if it is the other way round). Intimating the employer keeps your monthly cash flow accurate; the ITR is where it counts.

A real-life example

A salaried teacher in Pune told her school in April that she wanted the new regime, so her TDS was deducted that way all year. In June, while filing her return for AY 2026-27, she added up her 80C investments, health insurance and home-loan interest and found the old regime saved her more. Because she has no business income, she simply selected the old regime inside her ITR, no Form 10-IEA needed, and claimed a refund for the extra TDS. Next year she can review and switch again if her numbers change.

Common mistakes to avoid

FAQ

Is the new tax regime automatic if I do nothing?

Yes. Under section 115BAC(1A) the new regime is the default from AY 2024-25. If you do not actively opt out, you are taxed under the new regime.

Can a salaried person change tax regime every year?

Yes. If you have no business or professional income, you choose your regime directly inside the ITR each year and can switch freely from one year to the next. No separate form is required.

Do I need Form 10-IEA if I only have salary income?

No. Form 10-IEA is only for individuals, HUFs and similar persons who have income from business or profession. Salaried and other non-business taxpayers select the regime within the return itself.

What happens if I file Form 10-IEA after the due date?

It is treated as invalid. The option to opt out must be exercised on or before the return due date under section 139(1), or you remain on the default new regime for that year.

Can a business owner keep switching between regimes?

No. Under section 115BAC(6), once a business or professional taxpayer opts out and later returns to the new regime, they cannot choose the old regime again, unless their business or professional income ceases.

Does telling my employer lock in my regime?

No. The employer declaration only sets your monthly TDS. Your final, binding regime choice is made when you file your ITR, and any TDS mismatch is settled through a refund or balance payment.

Sources and next steps

This guide explains the procedure only. For figures specific to your income, use the official tax calculator on the e-filing portal or consult a qualified tax professional.