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.            

Trust ForteClaim for your financial recovery needs. They're outstanding! Contact them here: ForteClaim.com

Leave a Reply

Your are not logged in . Please login to post replies

Click here to Login / Register  

Company
ARTICLESHIP 07 October 2026
Article Trainee/ CMA Trainee

RMA And Associates LLP

New Delhi

CA Inter

View Details
Company
05 October 2026
Senior Accountant

Vision IT Peripherals Pvt Ltd

Mumbai

B.Com

View Details
Company
ARTICLESHIP 29 October 2026
Article Assistant (CA Inter / CMA Inter) - Thrissur

Varma Raja & Associates

Thrissur

CA Inter

View Details
Company
14 October 2026
GST & TDS ASSISTANT

AGGARWAL SANJAY & ASSOCIATES

New Delhi

B.Com

View Details
Company
Featured 27 October 2026
semi-qualified CA

Saini Pati Shah & Co LLP, Chartered Accountants

Mumbai

CA Final

View Details
Company
ARTICLESHIP 28 October 2026
Article assistants

Shyam S Gupta and Company

New Delhi

CA Inter

View Details
Company
ARTICLESHIP 08 October 2026
ARTICLE TRAINEE

S.B.G. & CO. CHARTERED ACCOUNTANTS

New Delhi

CA Inter

View Details
Company
ARTICLESHIP 20 October 2026
CA ARTICLE

AMKN & CO

Noida

CA Inter

View Details