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Refund Failed

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Akansha jain

156 Points Posted on 09 December 2022

Assessee name on PAN/Aadhar is Raju Sharma and in bank account is Raju. Now, refund is failed owing to mismatch of name. Correction in bank account can't be done, there is no other bank account of Assessee & new bank account can't be opened as Assessee is no more.

now, how can assessee family can claim the refund?

Replies (5)

Quick Summary

This discussion addresses a refund failure caused by a name mismatch between the PAN/Aadhaar (Raju Sharma) and the bank account (Raju). Since the assessee is deceased and cannot open a new bank account, the family is seeking ways to claim the refund. The advice suggests adding the legal heir as a representative assessee and reapplying for the refund, as offline refunds are no longer an option and bank account details must match PAN records precisely.

Manoj BG

Tax Professional and in Service

1795 Points Posted on 10 December 2022

There is no other way as tax office discontinued offline refunds long back. Your bank account name needs to be matched in name. Its okay if father/husband's name not appearing in bank account name, but first and last name should match with PAN record.

Regards,

Manoj

Eswar Reddy S

CFO- at NHTF

58280 Points Posted on 10 December 2022

Open new bank account in line with PAN , aadhaar and validate the new bank account and place a refund re issue account if refund failure communication is received