Step by step process to file Income Tax Return (ITR) of a deceased.
Register as Legal Heir and Documents required……
Process to Register as Legal Heir
Register as Legal Heir
The Legal heir of the deceased is eligible to file ITR of the deceased.
Generally, Documents required to Register as Legal Heir is one of the most critical step of the whole filing process. All the documents mentioned below shall be scanned and be added to one ZIP file whose size must not exceed 1 MB. The documents required are as follows:
Copy of death Certificate
Copy of PAN Card of the deceased Self-Attested PAN Card
Copy (Legal Heir)Legal Heir Certificate
Documents accepted as Legal Heir Certificate are as follows:
The legal heir certificate issued by court of law. The legal heir certificate issued by the Local revenue authorities. The certificate of surviving family members issued by the local revenue authorities. The registered will. The Family pension certificate issued by the State/Central government.
The certificate of surviving family members issued by the local revenue authorities, is the most common certificate available. This certificate will usually be in the regional language, so the Legal Heir will be required to translate it into English/Hindi, and duly notarized the same.
Process to Register as Legal Heir:
Step 1: Go to Income Tax Dept.’s Website –https://incometaxindiaefiling.gov.in
Step 2: Login to e-Filing portal using Legal Heir Credentials
Step 3: My Account – Register as Legal Heir
Step 4: Requesting
Select the Type of Request–New Request
Enter the details of Deceased, Select the files to upload, Attach a Zip File containing PDF of the scanned documents, mentioned in “Documents Required”
Click Submit & You will get Acknowledgement from the Dept. with a Transaction ID
Step 5: Checking the status of request.
My Request List – My Request List
Select the Type of Request – Add Legal Heir Request
The status of the request can be seen here. There are 3 types of status that can be seen, Pending, Rejected and Approved.
In case of Rejection, Dept. will provide the ground for such rejection, which can be viewed by clicking on Transaction ID
After completing the whole process and once the requested is approved, you will be able to use all the services for yourself (Legal Heir) and for the Deceased.
Download the Scheme of ITR Form applicable to the deceased, fill the ITR Form and Generate XML file.
Go to Income Tax Dept.’s Website –https://incometaxindiaefiling.gov.in Login to e-Filing portal using Legal Heir Credentials
Go to e-File – Upload Return
Fill the details and select the XML File
PAN: Select the PAN of Deceased (Note: Dropdown list will show both PAN, Legal Heir as well as of Deceased)
ITR Form Name: Select the ITR Form to upload (i.e. ITR 1, 2, etc….)
Select Assessment Year
Upload the XML File
Legal Heir can digitally sign the ITR of Deceased using his/her DSC
Select the e-Verify Option, as per your choice ( Note: I have selected “Option4 – I would like to Send ITR-V/ I would like to e-Verify later”)
Download ITR-V (if not e-Verified) Verify and send the Signed ITR-V to the CPC center,
How to File Income Tax Return of a Deceased
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