![]() ![]() Bank Statements: It is essential to collect bank statements of all the bank accounts held during the financial year as they contain information about the interest earned on savings accounts, fixed deposits, and recurring deposits. ![]() Consolidated Account Statement (CAS): This statement shows all the transactions made in all the mutual fund schemes an investor has invested in during the financial year.These documents include the following:įorm 16: This is a document issued by the employer that contains information about the income earned by the employee, taxes deducted, and other deductions made. In this article, we will discuss how to file ITR for mutual funds on the new tax portal.īefore filing ITR for mutual funds, collecting all the necessary documents is crucial. With the introduction of the new tax portal by the Indian government, the process of filing ITR has become more streamlined and accessible. It is necessary to file ITR to maintain a good financial record and to avoid any legal issues. Filing income tax returns (ITR) for mutual funds is an essential task for every investor in India. ![]()
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