Documents needed to file ITR-1

• Personal Information

  • PAN Card
  • Aadhaar Card
  • Bank account details (including IFSC code) for refund purposes.

• Income Proof

  • Salary Income: Form 16 (provided by your employer).
  • Pension Income: Pension slips or bank statements showing credited pension.
  • Other Income:
  • Interest certificates from banks or Post Office (for savings accounts, fixed deposits, etc.).
  • Income from other sources such as dividends, gifts, etc.

• Tax Deduction Proofs

  • Investments under Section 80C, 80D, etc.:
  • Life insurance premium receipts.
  • Public Provident Fund (PPF) contribution receipts.
  • National Savings Certificates (NSC).
  • ELSS mutual fund investment proofs.
  • Tuition fee receipts for children.
  • Home loan principal repayment certificate.
  • Medical insurance premium receipts under Section 80D.
  • Donations receipts for claiming deductions under Section 80G.
  • Education loan interest payment certificate under Section 80E.

• TDS Certificates

  • Form 16A: For TDS deducted on income other than salary (e.g., interest).
  • Form 16B: For TDS deducted on property sale transactions.
  • Form 16C: For TDS deducted on rent by a tenant.

• Bank Statements

  • Statements/passbooks for all your bank accounts for the financial year.

• Form 26AS

  • A consolidated tax statement available on the Income Tax Department’s website showing TDS, advance tax, and self-assessment tax details.

• Advance Tax or Self-Assessment Tax

  • Challan receipts for any advance tax or self-assessment tax paid.

• Exempt Income

  • If you have exempt income like agricultural income (up to ₹5,000), interest from tax-free bonds, etc., details are required.

• Rental Income (if applicable)

  • Rent receipts or details of rent received (though limited income is allowed under ITR-1).
  • Ensure all the details are accurate before filing your return to avoid errors or notices from the Income Tax Department.