Document Required:
The specific documents required for filing your Income Tax Return (ITR) can vary based on your sources of income, deductions, and other financial transactions. However, here is a general list of documents that are commonly needed for ITR filing:
1. **PAN Card**: Your Permanent Account Number (PAN) is essential for filing your ITR.
2. **Form 16/16A**: These are provided by your employer or deductor and contain information about your salary and tax deducted at source (TDS).
3. **Form 26AS**: This document shows a consolidated statement of all taxes paid against your PAN, including TDS, self-assessment tax, etc.
4. **Bank Statements**: Statements for all your bank accounts for the financial year will help you reconcile your income and expenses.
5. **Interest Statements**: Statements showing interest earned on savings accounts, fixed deposits, etc.
6. **Form 16B/16C**: These are TDS certificates for tax deducted on property transactions.
7. **Proof of Investments**: Documents related to tax-saving investments under sections like 80C, 80D, etc., such as receipts for LIC premiums, ELSS investments, etc.
8. **House Property Documents**: Details of your property, rental income, home loan interest, etc.
9. **Capital Gains**: If you have sold any assets like property or stocks, you'll need documents related to these transactions.
10. **Form 26QB/26QC**: These are required for TDS on property transactions.
11. **Business and Professional Income**: If you have income from business or profession, documents like balance sheets, profit and loss statements, etc., will be needed.
12. **Proof of Tax Deducted**: If TDS has been deducted on your income, you'll need TDS certificates.
13. **Form 15G/15H**: These forms are submitted to avoid TDS on certain incomes if you're eligible.
14. **Foreign Income**: If you have foreign income, documents like Form 67, foreign bank account details, etc., may be needed.
15. **Form 10E**: If you're claiming relief under section 89, this form is required.
16. **Proof of Donations**: Receipts for donations made to eligible charitable institutions for claiming deductions under section 80G.
17. **Health Insurance Premiums**: Documents related to health insurance premium payments for claiming deductions under section 80D.
18. **Home Loan Documents**: Loan statements showing the principal and interest components of your repayments.
19. **Form 12BB**: If you're a salaried individual, this form is used to declare your tax-saving investments to your employer.
20. **Aadhaar Card**: While not a document for ITR filing, linking your Aadhaar to your PAN is important.
Remember, the specific documents you need can vary based on your individual financial situation and the type of income and deductions you have. It's advisable to consult with a tax professional or use online tax filing platforms that guide you through the process and help you gather the necessary documents.
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