Section 10(11A)- Tax Exemption on Sukanya Samriddhi Account Withdrawals

Section 10(11A) provides full tax exemption on withdrawals from a Sukanya Samriddhi Account (SSA), making it one of the most tax-efficient savings schemes for a girl child’s future.

Key Features of Sukanya Samriddhi Account (SSA)

  1. Eligibility:
  • Only for girl children below 10 years(extended to 14 years in 2023)
  • Maximum 2 accounts per family(exception for twins/triplets)
  1. Tax Benefits:
  • Contributions: Deductible under Section 80C(up to ₹1.5 lakh/year)
  • Interest: Fully exempt (no TDS, no tax on accrual)
  • Maturity/Withdrawal100% tax-freeunder Section 10(11A)
  1. Withdrawal Rules:
  • Partial withdrawal: Allowed after girl turns 18(for higher education/marriage)
  • Full maturity: After 21 years(or marriage after 18)
  1. Interest Rate (2024-25):
  • 2% p.a.(revised quarterly)

Examples of Tax Treatment Under Section 10(11A)

Example 1: Maturity Withdrawal (After 21 Years)

Scenario:

  • Parents open an SSA for their daughter in 2024.
  • Total deposits: ₹12 lakh (over 15 years)
  • Maturity value (after 21 years): ₹35 lakh

Tax Treatment:

  • Entire ₹35 lakh is tax-free(no tax on principal, interest, or maturity).

Example 2: Partial Withdrawal for Higher Education (After Age 18)

Scenario:

  • Daughter turns 18, and parents withdraw ₹5 lakhfor her college fees.

Tax Treatment:

  • ₹5 lakh is fully exempt(no tax on partial withdrawals).

Example 3: Premature Closure for Marriage (After Age 18)

Scenario:

  • Account closed when daughter turns 20(for marriage).
  • Withdrawal amount: ₹25 lakh

Tax Treatment:

  • Full ₹25 lakh is tax-free(even if withdrawn before 21 years).

Example 4: Interest Income (Annual Accrual)

Scenario:

  • Account earns ₹82,000 interestin a year (₹10 lakh balance × 8.2%).

Tax Treatment:

  • ₹82,000 interest is tax-exempt(no clubbing with parent’s income).

Comparison with Other Child Savings Schemes

FEATURE SUKANYA SAMRIDDHI (SEC 10(11A)) PPF (SEC 10(11)) FD IN CHILD’S NAME
Tax on Withdrawal Fully exempt Fully exempt Interest taxable (clubbed with parent’s income)
Max Investment ₹1.5 lakh/year ₹1.5 lakh/year No limit
Lock-in Period 21 years (or marriage after 18) 15 years Until maturity
Interest Rate (2024) 8.2% 7.1% ~6-7% (bank-dependent)

Key Takeaways

✅ 100% tax-free withdrawals (principal + interest)

👧 Best for long-term girl child savings (higher interest than PPF/FDs)

📈 Beats inflation (8.2% return, tax-free)

⚠ Early withdrawal allowed only after age 18 (for education/marriage)

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