Filing of income tax return of deceased member

368 views 6 replies

MANOJ KUMAR

1 Points Joined February 2023

my mother expired in July 22. her income also includes rent of property.
what are the papers/documents/affidavits required by me(son), which allows me file her return separate from me.
can I get PDF files containing wordings of such affidavits

Replies (6)

Eswar Reddy S

CFO- at NHTF

58280 Points Joined August 2012

Mahesh Shah

2351 Points Joined July 2017

Go in income tax site, then go to authorised representative, then go to legal hiers, then click things you should know, there u will find list of documents needed

CA Sorav Gupta

Chartered Accountant

1005 Points Joined August 2022

Firstly, you have to register as a legal heir on the income tax website. For that, you must have either a surviving member certificate, legal heir certificate, succession certificate, or a will.

Secondly, the return of the deceased person (i.e., your mother) has to be filed by you in the capacity of a legal heir by using the login created above till the date of her death.

All the income after her date of death will be clubbed in your income and thus, the income will be reported in your ITR only.

In case of any further queries, kindly mail me at casoravgupta @ gmail.com

Thanks & Regards
CA. Sorav Gupta
(Practicing Chartered Accountant)

Till the death of mother, all the income accrued or araise should be taxable in the deceased PAN . You may take permission from IT dept to verify the ITR