Income tax return after death fill karni chahiye yaan nahin

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munish

Assistant

73 Points Posted on 15 April 2024

Meri bhua ji ki 19 January ko death ho gayi. Unke accounts mein nephew and brother nominee the. Unke accounts mein paise chale gaye. Kuch shares the jo unki behen joint holder thi, vo unko transfer ho rahe hai (in process), property bhi hai (but closed hai, no rental income).

yeh unmarried thi. unke kuch bhai kuware and kuch sister kuwari hai.

Sabki yahi icha hai ki jo bhi hai vo mere ko de diya jaye. No one has problem.

vo ITR-1 fill kar rahi thi , kyunki vo retired state govt. ki employee thi. Abhi tak koi will nahi mili shayad ghar mein mil jayae par abhi tak nahin mili.

Question yeh hai ki is baar unke return file karni chahiye ke nahin or kya process hai , kaise inform kare Income tax deparment ko ki inki death ho gayi and aage se yeh return file nahi hogi?

Replies (5)

Quick Summary

This discussion addresses whether an income tax return needs to be filed after someone's death. Generally, a return is required if the deceased had taxable income up to the date of their passing. The legal heir or representative must file this return on their behalf, which involves registering on the income tax website.

sabyasachi mukherjee

Profession

19978 Points Posted on 16 April 2024

.not required

sakshay

bacha

57 Points Posted on 16 April 2024

You should file......

sabyasachi mukherjee

Profession

19978 Points Posted on 16 April 2024

After death if there is tax libility then there is a necessity otherwise not

CA Roomi Gupta

FCA

105 Points Posted on 16 April 2024

Income tax returns for a deceased person have to be filed if he/she has taxable income. His legal heir/representative needs to file the return on his behalf for the income earned till the date of death. The legal heir has to register himself at the income tax website to file the return on behalf of the deceased

Rushabh

Automation Expert

10696 Points Posted on 14 November 2026

Agar bua ji ki ITR filing requirement thi—jaise taxable income basic exemption limit se upar thi ya kisi anya section 139(1) ki condition lagu hoti thi—to death se pehle ke relevant financial year ki return file karni hogi. Death ke baad return unke legal representative ke roop mein e-filing portal par register hokar, unki income aur tax details ke saath file hoti hai. Agar filing mandatory nahin thi, to sirf death ki wajah se return file karna zaroori nahin hota.

FY 2025–26 (1 April 2025 se death ki date tak) ki income, pension, interest, dividend aadi check karein. Uski return ki due date aur applicable form filing ke samay ke niyamon par depend karegi; pehle se file kar rahi thi, isse apne-aap har saal filing mandatory nahin hoti.
Legal representative registration ke liye portal par deceased taxpayer ka PAN, death certificate, representative ka PAN aur legal-heir/representative proof maanga ja sakta hai. Nominee hona bank/share assets paane ke process se sambandhit hai; usse har situation mein legal-heir status apne-aap tay nahin hota.
Department ko alag se “aage return nahin hogi” batane ki aam taur par zaroorat nahin hoti. Future mein filing obligation na ho to return na file karein; lekin deceased ke PAN par aane wale tax notices, refunds ya pending demands ko legal representative ke roop mein handle karein.
Will na milne aur parivaar ki razamandi ke bawajood, estate ke kanooni successors aur representative ki haisiyat personal law aur documents par nirbhar ho sakti hai. Property aur shares ke transfer/estate records ke liye succession documents verify karein; isse return filing ki income aur tax calculation alag rahegi.

Death-related records ko income, tax-credit aur return workflows se jodkar rakhna is case mein bhi useful hai. Manual compliance work mein reconciliation aur documentation repetitive hote hain; automation inhe kam karta hai, jabki professional judgment aapke control mein rehta hai. At Jir AI, our 2,000+ AI agents and 650+ integrations streamline GST, ITR, TDS, TCS and other compliance workflows, helping reduce manual workload by up to 70%. For a closer look at compliance automation, message us on WhatsApp: https://wa.me/message/3HVOZ7HIY4ESC1