Claiming refund of deceased assessee

How to claim income tax refund of a deceased assessee whose bank account is closed, mobile number surrendered and Aadhar card also cancelled? His income tax account is still active and PAN not cancelled.
Replies (6)
Quick Summary
This discussion addresses the complex process of claiming an income tax refund for a deceased assessee when their bank account is closed, mobile number surrendered, and Aadhaar cancelled. The advice suggests registering as a legal heir and pursuing the refund offline, potentially requiring the AR's bank details for re-processing. The original link provided guidance on filing returns for the deceased, but this query focuses specifically on recovering past refunds under challenging circumstances.

https://cleartax.in/s/file-income-tax-return-for-deceased-by-legal-heir

The link you provided guides for filing income tax return. in this particular case the assessee had filed his returns when alive till AY 2022-2023. His earlier years refunds are not received. What procedure legal heir to follow for claiming those refunds under the circumstances described earlier?

Register as legal heir and follow up offline for refund reprocess with the AR's bank details.

Ok. Thank you very much sir. I had the same thought on it, needed validation. Thank you again.

You are welcome.            

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