Step 1

Your residential status this year

Only a resident and ordinarily resident files Schedule FA. This one answer decides whether the rest of this screen applies to you at all.

Step 2

RSUs need two entries, not one

The shares go in table A3. The broker account holding them goes in table A2. Most people fill in the shares, feel finished, and file half a schedule.

Add one entry for each company whose shares you held at any point in the calendar year. There is no minimum value. One share held for one day counts.

The account itself is a separate disclosure from the shares inside it. An account with no cash in it still has to be listed. Zero is a real balance.

Nothing added yet

Start with the shares

Take your broker statement for 1 January 2025 to 31 December 2025 and add one holding. Whoot tells you what else the form needs, one item at a time.

Grounded in the Income-Tax Act

How Whoot worked this out

• Schedule FA runs on the calendar year, 1 January to 31 December. It does not follow the Indian financial year. Income from January to March sits in the previous financial year and still belongs here.
• Whoot converts these figures at the Rule 115 rate, which is the SBI telegraphic transfer buying rate on the last day of the month before the date in question. The ITR instructions set their own basis for Schedule FA values and it may differ. Have a CA confirm the basis before you file.
• Peak value is the highest of the valuation dates you gave Whoot. Gaps in that data can only push the peak down, never up. Month end broker statements close most of the gap.
• The peak is picked on the rupee figure, not the foreign one, because Schedule FA is filed in rupees. A month where the rupee was weaker can therefore be the peak even though the share price was higher in another month. Where the two fall on different dates, the row says so.
• For a custodial account Whoot reports the cash balance you gave it. Some filers report the whole account value including the shares. Check which basis your broker statement uses.
• Leaving a foreign asset off this schedule can be treated as an undisclosed foreign asset under the Black Money Act, which carries a penalty of ₹10,00,000 for each year. There is no minimum value, so disclose even a single share.
• Whoot does not model foreign bank accounts, foreign insurance, immovable property abroad, trusts, or signing authority yet. If you have any of those, tables A1, A4, B, C, D, E, F and G still need filling in by hand.

Next

Did you pay tax abroad on this?

Disclosure and credit are two different jobs. If a broker withheld tax on a dividend or a sale, Form 67 is how you stop paying tax on the same money twice.