ITR Document Checklist & Form Selector

Resident individuals with total income up to ₹50 lakh from salary, one house property, and other sources like interest income can typically file ITR-1. It cannot be used if you have capital gains, business income, or foreign assets.

You need ITR-2 if you have capital gains, own more than one house property, hold foreign assets or income, are a company director, or hold unlisted equity shares.

Commonly needed documents include Form 16 from your employer, Form 26AS and the Annual Information Statement (AIS), bank interest certificates, capital gains statements from your broker or mutual fund, and a home loan interest certificate if applicable.

Form 26AS mainly shows tax deducted or collected on your behalf, while the Annual Information Statement (AIS) is a broader summary that also covers interest, dividends, securities transactions, and other financial information reported to the tax department.