Filing return of deceased

This query is : Resolved 

17 July 2025 How to register as representative assessee of my deceased father who died in October 2024 for filing his return for the financial year 2024-25. I do not have the legal heir certificate.

17 July 2025 Refer:: https://incometaxindia.gov.in/Pages/tax-services/register-legal-heir.aspx

& https://www.incometax.gov.in/iec/foportal/help/RegisterasLegalHeirUserManual

30 July 2025 As mentioned in the link i have taken a letter from bank with their digital signature. In the letter nominee name is mentioned as pooja sharma sharma, whereas my name is pooja sharma. At the time of nominee registration, last name was by mistake filled in middle name also. Can I upload this document for filing the return of my deceased father as representative assessee?

30 July 2025 This letter will create litigation in future; get another letter from different authority.

30 July 2025 Can you please clarify litigation by whom and for what reason.?

30 July 2025 The name of representative defers as there is repetition of surname. You will require bank account of same name in case of refund etc...

22 September 2025 I filed the return as representative assessee of my deceased father for FY 2024-25. I have to apply for his tax refund. Where do I have to provide the bank details in his itr to apply for refund?

22 September 2025 To apply for your deceased father's tax refund as the representative assessee for FY 2024-25, you must provide the bank account details of the legal heir (yourself) in the Income Tax portal, not the deceased’s bank account. The refund will be credited only to a bank account in the legal heir’s name, which should be registered and pre-validated on the portal.

Only the bank details of the legal heir should be given at every stage. Refunds are not credited to accounts held by the deceased.

26 September 2025 Good luck...


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