loader2
Login Open ICICI 3-in-1 Account
  • Text Size
  • Text to Speech
  • Color Contrast
  • Pause Animations

How can we help you ?

Choose the category to find the help you need

    Announcements

    Everything You Need to Know About CAS Before August 3, 2026
    Read More
    Stocks Back

    General Queries

    What documents should I keep before filing my ITR?

    Keep the following documents handy before filing your Income Tax Return (ITR):

    1. Basic & Personal Details

    • PAN Card

    • Bank Account Details (Account Number, IFSC to confirm bank details for refunds)

    2. Tax Credit & Income Verification (Essential)

    • Form 26AS:

    • Annual Information Statement (AIS)

    3. Income-Specific Documents

    • If you are Salaried: Form 16: Issued by your employer, showing a detailed breakdown of your salary and TDS deducted.

    • If you have Interest Income: Interest certificates from banks or post offices (for Savings accounts, FDs, and RDs).

    • If you trade in Stocks/Mutual Funds: Capital gains statements/reports from your broker or Demat account provider.

    4. Deductions & Investment Proofs

    How are mutual funds taxed? How are delisted shares taxed? Can I carry forward my capital losses? Can I offset short-term loss against long-term gain? What happens if I don’t report my losses? How are bonus shares taxed? How are stock splits reflected in capital gains? What is the difference between realized and unrealized gains? What if I traded through multiple brokers? Why are pledged shares not shown in my capital gains report? How do I report foreign shares or ETFs in my ITR? What is Short-Term Capital Gain (STCG)? What is Long-Term Capital Gain (LTCG)? How are capital gains calculated? Why is my capital gain different from my actual profit? How are ETFs taxed? Are sovereign gold bonds taxable? How are REITs and InvITs taxed? What documents are required to report income/loss from derivative trades in ITR? Does brokerage get deducted while calculating capital gains? Where can I view my dividend income Why is the dividend amount in my bank different from the report? Has TDS been deducted from my income? Is dividend income taxable? Where can I check TDS deducted? Which ITR form should I file? Which income should I report while filing ITR? Can I revise my ITR if I entered incorrect capital gains? Is intraday trading treated as capital gain? How is Futures & Options (F&O) income taxed? Is STT deductible? How is inheritance of shares taxed? How are rights issues treated for tax purposes? How are ESOPs taxed? How is gift of shares taxed? What happens if I sell shares bought through IPO? What is the holding period for different asset classes?
    No record found