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IT / TDS

Tax Guide

How does §79 restrict carry forward of losses on change of shareholding and what is the startup exception?

Key mapping

§79 disallows carry-forward of business losses if 51% voting power was not continuously held by the same persons from loss year to set-off year. Startups get an exception if the shareholders who held shares at the time of the loss continue to hold shares.

Explanation

Section 79 is a critical provision in M&A and restructuring transactions involving loss-making companies. When there is a change in ownership of a closely held company (a company in which the public is not substantially interested), the loss carried forward under §72 cannot be set off in any year in which less than 51% of the voting power is continuously held by the same persons who held it at the end of the year in which the loss was incurred. This effectively means that if an acquirer buys more than 49% of a loss-making company, the tax losses are forfeited — they cannot be used by the new owners. The proviso under §79(1) for eligible start-ups (recognised under §80-IAC criteria) provides relief: the loss is allowed to be carried forward even if shareholding changes, provided that the shareholders who held shares at the time the loss was incurred continue to hold shares in the company. This is designed to accommodate ESOP dilution and investor funding rounds without penalising start-ups. For M&A deals involving loss companies, a detailed §79 analysis is mandatory before structuring the acquisition. Demergers and amalgamations may have separate provisions. Verify on the income-tax portal before filing.

Related terms and sections

79loss carry forwardchange of shareholdingclosely held companystartup exceptionM&Avoting power

Use this in practice

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Related sections

IT Act 2025 Section Mapper →All IT Act changes →

All section references are sourced from the Income Tax Act 2025 (official gazette, incometaxindia.gov.in) and cross-referenced against CBDT's comparative statement. Always verify on the official portal before filing. This page is for reference only and does not constitute legal or tax advice.