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M/S. J.P.Morgan Indian Investment ... vs Acit (It) 3(1) (1) , Mumbai on 27 September, 2022

6. We heard the rival submission and perused the documents available on record. There is no dispute that the assessee is entitled to get exemption under Article- 13(4) of DTAA amount to Rs. 26,36,44,954/-. But the dispute between the parties is whether it will be adjusted with thebrought forwarded loss or not. Considering the plain reading of the section that capital loss, after being carried forward, can be set off only against income under the head capital gains. Therefore, existence of a taxable income is a precondition for a set of losses against such income. In 17 ITA No.4475 /Mum/2024 Bay Capital India Fund Limited this appeal, the gains of Rs.26,36,44,954/- are admittedly exempt by virtue of article 13(4) of the treaty. The said gains, therefore, cannot be termed as income for the purpose of section 74 of the Act. We relied on the orders of the Coordinate Bench of ITAT-Mumbai in the cases of Swiss Finance Corporation (Mauritius) Ltd(supra) and J.P. Morgan India Investment Company Mauritius Ltd(supra). In our considered view the answer is against revenue.
Income Tax Appellate Tribunal - Mumbai Cites 25 - Cited by 0 - Full Document

M.S.P. Nadar Sons, Virudhu Nagar vs Commissioner Of Income Tax (Central), ... on 28 April, 1993

Bay Capital India Fund Limited Further, it is pertinent to note that the matter under examination is a legal issue. As it has been discussed in details above, in view of the binding precedents set by the Supreme Court in cases like M.S.P Nadar Sons v CIT [1993] 68 Taxman 152 (SC), CIT v M.S.P Nadar Sons [1989] 43 Taxman 231 (Madras), CIT v VVenkatchalam [Civil Appeal No.3044 of 1983, dated 13.4.1993] and B.M. Kamdar, In re [1946] 14 ITR 10 (Bombay), it is imperative to emphasize that "Capital Gains" as part of "Total Income" for an A.Y. is to be computed as per provisions of the Domestic Act and the during that process, the question of Treaty benefit does not arise, since Treaty does not lay down any computation mechanism.
Supreme Court of India Cites 11 - Cited by 9 - B P Reddy - Full Document

Goldman Sachs Investments ( Mauritius ) ... vs Dcit (It) 2(3)(2), Mumbai on 24 September, 2020

The exempted income is not a part of taxable Gross Total Income.The non-grandfathered LTCG will be adjusted with brought forwarded loss, following the order of Goldman Sachs Investments (Mauritius) Ltd.(supra). The orders which are relied on by the ld. DR aredistinguishable. The impugned final assessment order is dismissed. The appeal of the assessee is succeeded.
Income Tax Appellate Tribunal - Mumbai Cites 16 - Cited by 1 - Full Document
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