Legal representative

if someone died on 20.08.2020 but bank continuing tds deduction on deceased name , can his legal heir file itr for a.y 2022 23 ( which is beyond the assessment year of death)
Replies (2)
Quick Summary
Yes, a legal heir can file income tax returns on behalf of a deceased individual, even if the death occurred in a previous assessment year. The first step is to register as a legal heir on the income tax portal via the 'Register as Representative' option under 'My Account'. Once registered, you can file the return, claim deductions, and claim any eligible refunds, provided all information and TDS certificates are in order.

Yes, legal heir can file return on their behalf even after their death. You first need to concerned person as Legal Heir (applicable in case of any deceased taxpayer) on income tax portal by following below steps :
  1. Go to the 'My Account' menu located at upper-left side of the page > Click 'Register as Representative'
  2. Select the 'Request Type' as 'New Request' and Select the 'Category to Register' as 'Deceased (Legal Heir)' > Click 'Proceed' ...
  3. Click 'Submit

Once done, you can proceed to prepare and file return.

Regards,

Manoj

Yes , legal heir can file returns on his behalf and claim refund subject to the following conditions:
1. all the inputs in the return are correctly submitted.
2. tds Deduction certificate is present.
3. claim deduction and file returns.

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