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ITR filing FY 2020-21: Minor changes in ITR forms, know how it affects ITR-1 Sahaj
You must keep these 9 Checklist of documents or information for filing ITR-1 SAHAJ.
Highlights
- CBDT issues ITR form.
- Returns for the FY 2020-21 to be filled.
- Assessment year would be AY 2021-22.
New Delhi: This year, tax filers, filing ITR FY 2020-21 can choose the New Tax Regime which has caused minor changes in all the ITR forms except ITR form 7.
Whether or not a tax filer is opting for the new tax regime must be clearly mentioned. The simple declaration is for filing ITR-1 (Sahaj) while others will have to file a separate form 10IE or 10IF.
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
Also, from the assessment year 2021-22, the Income Tax department is doing away with Excel & Java version of ITR utilities and is introducing single JSON Utility. For AY 2021-22, the ITR 1 to ITR 4 can be filled using single JSON Utility while mport of Prefill file is mandatory in utility. User can now download and fill the offline utility for ITR 1 & 4 (AY 2021-22).
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