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Return filing after death

ITR 661 views 2 replies

My father expired on 13.12.2024. He was pensioner. Should I file IT return till 13.12.2024? Whatever interest accrued, pension, investments till 13.12.2024. Please advice me.

Replies (2)

 As the legal heir, you're responsible for filing the income tax return (ITR) for your father's income earned until his date of demise (13.12.2024). Filing ITR for the Deceased:

 1. *Yes, File ITR*: You should file the ITR for the period from 1st April 2024 to 13th December 2024, reporting the income earned by your father during this period.

 2. *Report All Income*: Include all sources of income, such as: - Pension - Interest accrued on deposits, bonds, or other investments - Any other income earned until 13.12.2024

3. *Use ITR-2*: Typically, ITR-2 is the applicable form for individuals with income from salaries, pensions, and investments. Additional Requirements: 

1. *Obtain a PAN*: Ensure you have a PAN (Permanent Account Number) for your father, as it's necessary for filing the ITR.

 2. *Register as Legal Heir*: Register yourself as the legal heir on the income tax portal to file the ITR on behalf of your father.

3. *Gather Documents*: Collect all necessary documents, such as pension statements, bank statements, and investment documents, to accurately report the income. Due Date: The due date for filing the ITR for the deceased is typically the same as the regular due date for ITR filing, which is usually 31st July of the assessment year. 

However, since the financial year 2024-25 is not yet complete, you'll need to file the ITR for the period from 1st April 2024 to 13th December 2024. 

Yes, that I thought. Your reply and my assumption emerged as same. Thank you Sir for your valuable advice.


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