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

1. Click ‘Get Form’ to open it in the editor.
2. 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.
3. 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.
4. In the General Financial Information section, list all assets including cash on hand, bank accounts, securities, and real property. Attach extra sheets if necessary.
5. Complete the Income and Expenses worksheet by detailing monthly income sources and expenses. Ensure accuracy for a comprehensive financial overview.
6. Answer the Supplemental Questions regarding any legal proceedings you or your spouse may be involved in.
7. Finally, review all entries for accuracy before signing in the Certification section.

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