After the person was dead legal heir reprentative assessed was registered
For refund all the accounts liked to the pan of the deceased person is closed and now only legal heir account is there .Legal heir bank is not matching with deceased pan.Hiw can legal heir get refund in legal heir account
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Legal heir refund pan
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To Register as Legal Heir perform the following steps:-
Logon to ‘e-Filing’ Portal https://www.incometax.gov.in/iec/foportal/Go to the ‘My Account’ menu located at upper-left side of the page > Click 'Register as Representative'Select the ‘Request Type’ as ‘New Request’ and Select the ‘Category to Register’ as ‘Deceased (Legal Heir)’ > Click ‘Proceed’
Provide the following details:
• PAN of the Deceased• Surname of the deceased• Middle Name of the deceased• First Name of the deceased• Date of Death• Bank account details of Legal heirNote:
The user should select the 'Reason for Registration' if the date of death entered is for a period for which return filing timelines have lapsed u/s 139.
Attach the following documents as attachments against the hyperlink provided for the same:
• Copy of the PAN card of Deceased• Copy of the PAN card of the legal heir• Copy of Death Certificate• Copy of Legal Heir Proof from the below list:
o Legal Heir Certificate issued by Court of Law /Local Revenue Authority.o Surviving family member certificate issued by the Local Revenue Authority.o Family Pension certificate issued by Central/State Government.o Registered will.o Letter issued by the banking or Financial Institution in their letter head, with official seal and signature mentioning the particulars of nominee or joint account holder to the account of the deceased at the time demise.
Copy of the order passed in the name of the deceased (Mandatory only if the reason for registration is 'Filing of an appeal against an order passed in the name of deceased').• Copy of the order /notice (Mandatory only if the reason for registration is 'Filing of return of income/form of period in which deceased was alive through condonation request' (or) 'A notice/order received from Income Tax Department in the name of the applicant for compliance on behalf of a deceased')
Click ‘Submit’. A Success Message will be displayed confirming the submission of request to ‘Register as Legal Heir’.
Note:
Request will be sent to the e-Filing Admin for approval. The e-Filing Admin will check the authenticity of the request details and may Approve/Reject the request and Upon Approval/Rejection, an e-mail and SMS will be sent to the user who raised the request.
Logon to ‘e-Filing’ Portal https://www.incometax.gov.in/iec/foportal/Go to the ‘My Account’ menu located at upper-left side of the page > Click 'Register as Representative'Select the ‘Request Type’ as ‘New Request’ and Select the ‘Category to Register’ as ‘Deceased (Legal Heir)’ > Click ‘Proceed’
Provide the following details:
• PAN of the Deceased• Surname of the deceased• Middle Name of the deceased• First Name of the deceased• Date of Death• Bank account details of Legal heirNote:
The user should select the 'Reason for Registration' if the date of death entered is for a period for which return filing timelines have lapsed u/s 139.
Attach the following documents as attachments against the hyperlink provided for the same:
• Copy of the PAN card of Deceased• Copy of the PAN card of the legal heir• Copy of Death Certificate• Copy of Legal Heir Proof from the below list:
o Legal Heir Certificate issued by Court of Law /Local Revenue Authority.o Surviving family member certificate issued by the Local Revenue Authority.o Family Pension certificate issued by Central/State Government.o Registered will.o Letter issued by the banking or Financial Institution in their letter head, with official seal and signature mentioning the particulars of nominee or joint account holder to the account of the deceased at the time demise.
Copy of the order passed in the name of the deceased (Mandatory only if the reason for registration is 'Filing of an appeal against an order passed in the name of deceased').• Copy of the order /notice (Mandatory only if the reason for registration is 'Filing of return of income/form of period in which deceased was alive through condonation request' (or) 'A notice/order received from Income Tax Department in the name of the applicant for compliance on behalf of a deceased')
Click ‘Submit’. A Success Message will be displayed confirming the submission of request to ‘Register as Legal Heir’.
Note:
Request will be sent to the e-Filing Admin for approval. The e-Filing Admin will check the authenticity of the request details and may Approve/Reject the request and Upon Approval/Rejection, an e-mail and SMS will be sent to the user who raised the request.
This process works and we can add ourself as legal heir, but when I am trying to claim the refund in legal heir account it says ' PAN IFSC linkage failed' As refund pending is of deceases PAN and but bank account I am using is of legal heir's PAN.
I have been struggling with this issue from past 2 years with no resolution
This process works and we can add our self as legal heir, but when I am trying to claim the refund in legal heir account it says ' PAN IFSC linkage failed' As refund pending is of deceases PAN and but bank account I am using is of legal heir's PAN.
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