Documents required for ITR-1 (Sahaj)

Identity and bank

• PAN card

  PAN must be linked with Aadhaar, or the return cannot be processed.

• Aadhaar card

• Bank account details

  Account number and IFSC of every account held during the year; mark one for refund.

Income documents

• Form 16 from each employer

  Part A shows TDS deposited; Part B shows the salary break-up and deductions allowed.

• Salary slips

  Useful if Form 16 is not yet issued or if you changed jobs.

• Annual Information Statement (AIS) and Form 26AS

  Download from the income tax portal and match every entry with your own records.

• Savings and FD interest certificates

  Interest is taxable even if no TDS was deducted.

• Rent received details

  For one let-out house property, with municipal tax paid.

Deductions

• 80C proofs

  LIC, PPF, ELSS, EPF, tuition fees, home loan principal, 5-year FD — up to ₹1.5 lakh in total.

• 80D health insurance receipts

  Separate limits for self/family and parents.

• Home loan interest certificate

  For interest deduction under section 24(b), old regime only.

• Donation receipts (80G)

  Receipt must show the trust's PAN and 80G registration number.

• Rent receipts and landlord PAN

  If HRA was not claimed through the employer.

Frequently asked questions