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Form FIN-1 - Financial Statement for Individuals Form FIN-1 - Financial Statement for Individuals

Form FIN-1 - Financial Statement for Individuals Form FIN-1 - Financial Statement for Individuals 2026

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The document is a financial statement form (FIN I-1) for individuals, designed to collect comprehensive information about a taxpayer's personal and financial situation. It includes sections for taxpayer information, sources of income, general financial details, monthly income and expenses, supplemental questions regarding legal matters, and a certification section. The form requires detailed disclosures about employment, self-employment, investments, assets, liabilities, and other income sources to assess the individual's financial condition.

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How to use or fill out Form FIN-1 - Financial Statement for Individuals

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Click ‘Get Form’ to open it in the editor.
Begin with the Taxpayer Information section. Fill in your name, Social Security Number, date of birth, and contact details. If married, include your spouse's information as well.
Proceed to the Sources of Income section. Provide details about your employment and any self-employment income. Be sure to check the appropriate boxes regarding your employment status.
In the General Financial Information section, list all assets including cash on hand, bank accounts, securities, and real property. Attach extra sheets if necessary.
Complete the Income and Expenses worksheet by detailing monthly income sources and expenses. Ensure accuracy for a comprehensive financial overview.
Answer the Supplemental Questions regarding any legal proceedings you or your spouse may be involved in.
Finally, review all entries for accuracy before signing in the Certification section.

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Versions	Form popularity	Fillable & printable
2023	4.6 Satisfied (26 Votes)
2018	4.7 Satisfied (102 Votes)

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What is a financial statement for an individual?

List your assets: Identify and value all your assets using current market values for investments and real estate. List your liabilities: Include all your debts, noting the remaining balances and interest rates. Calculate your net worth: Subtract your total liabilities from your assets to determine your net worth.

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