Home Top-Tier, Free Access.
Forgot password New User/ Regiser ⇒ Register to get Live Demo
Income Tax Refund-Deceased Person - Income TaxExtract Dear Team, My client(Manjeet) father has been died and after that his bank account has been closed by mistake before the income tax refund is received for A.Y 2019-20.Today i am filed a new request, Register as Representative Assessee through manjeet IT login, attached required documents like affidavit of legal heir and others like pan card death certificate of deceased person. But Income tax portal reject the application as legal heir. ***Mail Received from Income Tax*** Dear MANJEET SINGH, The Representative Assessee request submitted by You on 23-05-2025, for the Assessee SATVIR SINGH KATARIA having PAN AOXXXXXX9F, is rejected by ITD due to following reason(s): Affidavit not an approved document Your request for adding legal heir is not approved as you have submitted an Affidavit. An Affidavit is not an approved document for submission of Legal Heir registration request. Please make a fresh request by submitting the following documents. 1. Copy of PAN Card of the deceased 2. Copy of Death Certificate 3. Copy of Legal heir proof as per the norms 4. Copy of the order passed in 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. 5. Copy of Letter of Indemnity format of indemnity as available in e-filing portal The lists of approved documents are for legal heir are as follows 1.The legal heir certificate issued by court of law or 2. The legal heir certificate issued by the Local state revenue authorities or 3. The surviving family members certificate issued by the local state revenue authorities or 4. The registered will of the deceased or 5. Letter issued by the Banking or Financial Institution in their letter Head with Seal and signature mentioning the particulars of nominee or joint account holder to the account of the deceased at the time of demise 6. The Family pension certificate issued by the State Central government **** Kindly give the solution***
|