Documents to Gather
For Indian Taxpayers
- Form 16 from employer
- Form 26AS (tax credit statement)
- Bank interest certificates
- Investment proofs (PPF, ELSS, insurance)
- Home loan interest certificate
- Rent receipts (if claiming HRA)
For US Taxpayers
- W-2 from each employer
- 1099-INT (bank interest)
- 1099-DIV (dividends)
- 1099-B (stock/crypto sales)
- 1098 (mortgage interest)
- Charitable donation receipts
Important Deadlines
- India: July 31, 2025 (ITR filing)
- US: April 15, 2025 (Form 1040)
Tax-Saving Actions Before March 31 (India)
- Max out 80C investments (₹1.5L)
- Get health insurance for 80D
- Contribute to NPS for extra ₹50k deduction
Download this checklist and tick items off as you go!