Refund in case of legal heir.

In case of refund as legal heir, in whose account it is to be credited? The TDS is of my late father. I have been approved as representative Assessee. 

Replies (1)

As the legal heir and approved Representative Assessee, the refund can be credited to your account or a joint account with other legal heirs, provided you have the necessary documentation and authorization. Required Documentation -

 *PAN Card*: Your PAN card or the PAN card of the joint account holders. -

*Bank Account Details*: A cancelled cheque or a certificate from the bank confirming the account details. -

 *Legal Heir Certificate*: A legal heir certificate or succession certificate to establish your relationship with the deceased. -

 *Representative Assessee Approval*: Documentation evidencing your approval as the Representative Assessee. Account Options -

*Your Account*: The refund can be credited to your individual bank account. - 

*Joint Account*: If there are multiple legal heirs, the refund can be credited to a joint account held by all or some of the legal heirs.

 Procedure - *Submit Documentation*: Submit the required documentation to the Income-tax Department or the Assessing Officer, as applicable. -

*Update Bank Account Details*: Ensure that the bank account details are updated in the income-tax return or refund claim, as applicable. By following these steps, you can receive the refund as the legal heir and Representative Assessee.w

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