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...


You need to be the querist or approved CAclub expert to take part in this query .
Click here to login now


CCI Pro
CAclubindia's WhatsApp Groups Link


Similar Resolved Queries


loading


Unanswered Queries



CCI Pro
Meet our CAclubindia PRO Members

Follow us
add to google news



Answer Query



Company
Featured 14 April 2026
GST CONSULTANT

Abhishek G Agrawal & Co.

Korba

CA Final

View Details
Company
Featured 28 March 2026
Accountant

Ashok Amol & Associates

New Delhi

B.Com

View Details
Company
Featured 14 March 2026
Article Trainee

N N V Satish&co

Hyderabad

CA Inter

View Details
Company
Featured 14 March 2026
Associate CA

N N V Satish&co

Hyderabad

CA

View Details
Company
Featured 19 March 2026
Article Assistant

Gupta Sachdeva & Co. Chartered Accountants

New Delhi

CA Final

View Details
Company
Featured 28 March 2026
CA Final

Ashok Amol & Associates

New Delhi

CA Final

View Details
Company
Featured 13 April 2026
GST CONSULTANCY

Abhishek G Agrawal & Co.

Korba

CA Final

View Details