This discussion addresses the process of filing an Income Tax Return (ITR) for a deceased individual, Mr. A. Mrs. A, as the legal heir, is seeking guidance on the necessary documentation. Specifically, she inquired whether an affidavit appointing her as the legal heir, along with the death certificate and PAN cards, would suffice for registration. The expert clarified that an affidavit alone is not enough and that the legal heir's bank account details are required.
21 December 2020
Dear Experts, Mr.A is dead. Mrs. A wants to file Mr.A's income tax return as a legal heir. For that 1. Affidavit for appointing as a legal heir by herself (apart from the Death certificate, Pan card of Mr. & Mrs.A) is enough while registration as legal heir in legal heir income tax profile. 2. Whose Bank accounts have to give in the return which has to upload in legal heir income tax profile.