My Mom passed away and she has a refund on her returns for last fiscal year as per the filed IT returns. However, all the bank accounts in her name have been closed. Is there a way I as her son can claim for the refund in my bank account?
Ans: In case the refund reissue is from a Legal Heir of the taxpayer, the legal hair is required to comply with ‘Legal Heir’ registration formalities and upload the necessary documents like PAN card copy of Legal Heir, Death certificate copy of the deceased tax payer, Copy of Legal Heir proof as per the norms, Copy of order passed in the name of the deceased and Copy of Letter of Indemnity.
- For registration log on to www.incometax.gov.in with your (Legal hair) credentials
- Click on ‘Register as Representative Assessee’ under ‘Authorised Partners’ menu
- Select ‘Request Type’ and enter the ‘Required Details’ and Click ‘Proceed’
- Click on the dropdown and select ‘Deceased (Legal Heir)’ and provide the required details under ‘Details of Deceased’
- Provide details of Legal Heir's bank account under ‘Details of Bank Account of the Legal Heir’
- Upload the ‘attachments’ then ‘Validate’ and ‘Submit’
Legal Heir need to pre-validate their Bank Account in e-filing website