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ITR filing for FY 2019-20: 9 checklist of documents for salaried people using ITR-1 SAHAJ
You must keep these 9 Checklist of documents or information for filing ITR-1 SAHAJ
Highlights
- The most basic is ITR-1 or Sahaj.
- It is to be filled by the salaried class of taxpayers.
- You must keep these 9 Checklist of documents.
New Delhi: The Income Tax Return (ITRs) forms for the assessment year 2020-21 or FY 2019-20 can be now accessed for filing tax returns.
The most basic - ITR-1 or Sahaj - is to be filled by the salaried class of taxpayers. The form this time seeks an assessee's details in separate fields such as allowances not exempt, profit in lieu of salary and value of prerequisites among others.
Also read: 10 options to save income tax other than 80C
You must keep these 9 Checklist of documents or information for filing ITR-1 SAHAJ
1. General Information
PAN
Aadhaar card number
2. Salary/Pension: Form 16 from Employer(s)
3. Income from house property
Rent receipt
Housing loan account statement for deduction of interest
4. Other sources
Bank Statement/passbook for interest on saving account and on fixed deposits
5. Claim of deduction under chapter VI-A
Your contribution to PF/NPS
Your Children's school tuition fees
Life insurance premium reciept
Stamp duty and registration charges
Principal repayment on your home loan
Equity Linked Saving Scheme/Mutual funds investments
Reciept with details of donations eligible for 80G
The aggregate amount of deduction admissible u/s 80C, 80CCC AND 80CCD(1) and shall be restricted to maximum limit of Rs 1.5 lakh.
6. Fill up Schedule Dl if you have made any investment/deposit/payments between April 1, 2020 to July 31, 3030 for the purpose of claiming any deduction under Part B of Chapter VIA
7. Tax Payment Details
Verify the tax payment details as available in your form 26AS.
8. TDS Details
Verify the TAN details and the amount of credit available in your form 16 (For salary), 16A (non Salary) and 16C (Rent)
PAN/Aadhaar of Tenant
9. Other information
Exempt income like agricultural income, dividend (only for reporting purpose)
Details of all active bank accounts held in India (Minimum one account should be selected for refund credit)
Form 10E in case relief u/s 89 is claimed
#mute
In the wake of the COVID-19 pandemic, the government has extended the due date of filing all income-tax return for FY 2019-20 to 30th November, 2020. Tax payers will be filing the Income Tax Return (ITR) for the FY 2019-20 (AY 2020-21).