The legal heir of the deceased has to file returns and pay taxes in respect of the estate of the deceased, which are in or may come into his possession, i.e., he/she may inherit from the deceased person.
The legal heir will inherit all the liabilities of the deceased and will be held liable in the future for any proceeding initiated against the deceased before his death.
Therefore,
to claim refund, you need to register yourself as the legal heir by following the below mentioned procedure:
Login to ‘e-Filing’ Portal
https://www.incometax.gov.in/iec/foportal/
Go to the ‘My Account’ menu located at upper-left side of the page > Click 'Register as Representative'
Select the ‘Request Type’ as ‘New Request’ and Select the ‘Category to Register’ as ‘Deceased (Legal Heir)’ > Click ‘Proceed’
Provide the following details:
PAN of the Deceased
Surname of the deceased
Middle Name of the deceased
First Name of the deceased
Date of Death
Bank account details of Legal heir
- Note:
The user should select the 'Reason for Registration' if the date of death entered is for a period for which return filing timelines have lapsed u/s 139. Attach the following documents as attachments against the hyperlink provided for the same:
Copy of the PAN card of Deceased
Copy of the PAN card of the legal heir
Copy of Death Certificate
Copy of Legal Heir Proof from the below list:
Legal Heir Certificate issued by Court of Law /Local Revenue Authority
Surviving family member certificate issued by the Local Revenue Authority.
Family Pension certificate issued by Central/State Government
Registered will
Letter issued by the banking or Financial Institution in their letter head, with official seal and signature mentioning the particulars of nominee or joint account holder to the account of the deceased at the time of demise
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WHAT IF RETRUN IS ALREADY FILED IN DECEASED ASSESSE INCOME TAX LOGIN AND LEGAL HEIR WANT TO CLAIM REFUND
KAJAL RAMANI
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1
3 Year
2022-06-24T11:42:44+00:00 2022-06-24T11:42:46+00:00Comment
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