Documents Needed

    • PAN, Aadhaar. 
    • Form 16 (salary), Form 26AS (TDS), AIS (interest, dividends, high-value transactions).
    • Capital gains details: Sale/purchase documents for shares, property, or mutual funds.
    • Foreign asset details: Bank statements, ESOP documents (Schedule FA).
    • Deduction proofs: Sections 80C, 80D, 80G, etc.
    • Bank statements for pre-validated refund account.

Steps to E-File ITR-2

1. Login: Use PAN at incometax.gov.in. Register if new (PAN, name, DOB, OTP).
2. Select ITR-2: Go to e-File > Income Tax Returns > File Income Tax Return, choose AY 2025-26, and select ITR-2 (online mode for pre-filled data).
3. Fill Form:
       o Pre-filled Data: Verify personal details, salary, TDS, and bank account.
       o Income: Add salary, house property (multiple), capital gains (short-term/long-term), other sources.
       o Schedule FA: Report foreign assets/income.
       o Deductions: Claim 80C (₹1.5 lakh), 80D, 80TTA/TTB, etc.
       o Tax: Choose old/new regime (new: 0% up to ₹3 lakh, 30% above ₹15 lakh; old: 0% up to ₹2.5 lakh, 30% above ₹10 lakh). Pay balance via e-Pay Tax.
4. Validate and Submit: Check errors, preview, and submit.
5. E-Verify: Use Aadhaar OTP, EVC, or DSC. Track status under “My Account > ITR Status.”
6. Post-Filing: Monitor refunds (4-10 hours for e-filed returns) or rectify errors via “e-File > Rectification.”