Deceased ITR

165 views 2 replies
User Avatar

192 Points Joined January 2016
how to file deceased ITR?
0 Reply Share Follow
On 07 November 2024 at 15:58 Report
Replies (2)
User Avatar

Master in Accounts & high court Advocate
9505 Points Joined December 2011

Filing an ITR for a deceased person is a sensitive and important task.

Here's a step-by-step guide to help you through the process:

 1. *Obtain a legal heirship certificate*: Get a legal heirship certificate from a court or a notarized affidavit stating the names of all legal heirs.

2. *Get a PAN card for the deceased*: If the deceased didn't have a PAN card, apply for one in their name.

 3. *Gather necessary documents*: Collect all relevant documents, such as: - Death certificate - PAN card of the deceased - Legal heirship certificate or affidavit - Previous year's ITR (if applicable) - Form 30 (if the deceased was a director or shareholder)

4. *Determine the type of ITR form*: Depending on the deceased's income sources, choose the appropriate ITR form (e.g., ITR-1, ITR-2, etc.). 

5. *Fill in the ITR form*: Fill out the ITR form on behalf of the deceased, using their PAN number and details.

 6. *Mention 'Deceased' in the form*: Clearly write 'Deceased' across the top of the ITR form.

 7. *Attach required documents*: Attach all supporting documents, including the death certificate and legal heirship certificate.

8. *Submit the ITR*: File the ITR electronically or through a tax return preparer.

 9. *Get an acknowledgment*: Ensure you receive an acknowledgment from the Income Tax Department.

 10. *File Form 30 (if applicable)*:

If the deceased was a director or shareholder, file Form 30 within 30 days of filing the ITR. Please consult a chartered accountant or tax expert to ensure accurate filing and compliance.

 They can guide you through the process and help with any specific requirements.

Reply
On 07 November 2024 at 16:23
User Avatar

28032 Points Joined May 2017
A new application has to be filed and then processing has to be made.
Reply
On 08 November 2024 at 10:57


CCI Pro

Leave a Reply

Post Reply

Your are not logged in . Please login to post replies

Click here to Login / Register  

Recent Threads

More recent discussions | Post

Related Threads
Loading