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How to file itr for deceased? #how to file tax return for deceased person
Case AQ - How to submit return after death of assess?and assess no have bank account.Assess All account closed.How to claim TDS For AY 13-14,14-15.Give me advice..And what is process?
Video Link - https://www.youtube.com/watch?v=w5_e_ki5Fxs
Say , deceased Assesse - Ram Pratap Kumar Previous year - 2013 14 Assessement year - 2014 15 Son - Vinod Kumar
Death - Due to Masssive cardiac arrest on 04/7/2013
Here , first the death certificate obtained from both hospital and the municipal corporation has to be send to the assessing officer so that no further notices are sent to the deceased in future .Also pan card of the deceased (Ram ) needs to be surrendered to the IT department
Second , most important , please note Vinod Kumar , son (and legal heir assumed ) has to register in income tax website with his login credentials and first register as legal heir
See the attached pictures to make it clear
Here , vinod will go to field registyer as legal heir and fill in the details for the deceased employee
You will see there are various fields for giving details of the deceased , like the name , date of birth , surname , middle name , first name etc
So , Vinod will first fill this up ,
Details of the Deceased
Name of the deceased - Ram Kumar
Date of Birth - (Late Ram's DOB) 11/06/1960
Surname - Kumar
Middle name - Pratap
Last Name - Kumar
Then to further proceed on with the request a checklist of documents need to be submitted which are namely ,
(1) Death certificate of Ram
(2) Ram's Pan card
(3) Self attested Pan card Copy (I.e pan card of Ram signed over by son Vinod)
(4) Legal Heir Certificate
(5) Affidivait in presence of notarised public
All the above documenst needs to be scanned and zipped and then uploaded (Look at the atached pic )
Once , Vinod does all this and submit's request for Legal heir , the request is then processed by the department
In few week's Vinod will get a confirmation for legal heir At this stage all the details of Vinod's father get transferred to his e filing account ..implying when he log's into his account , there will be two pan numbers one for him and one for the deceased assesse using which he can view form 26 AS /file return etc do any activity for any of the PAN's
And now , Vinod will login to his Income tax id website using the login credentials of the deceased for the previous year 2013 14 (Assessment year 2014 15 ) or for all years where the return needs to be filed if such be the case
(All income and tax details can be easily made available using for 26 AS in the income tax website for the deceased and this can be used by the legal heir to understand the source of income and TDS deducted if he has no other sources to determine income heads and taxes paid )
Let's assume that Late Ram had income just from salary and Axis bank FD ) for the previous year 2013 14
So , his selection for return would be ITR 1 if one goes by income heads
But here the return is being filed by the legal representative (see attached picture )
This is not availablein ITR 1
So Vindo will have to file ITR 2 for Late Ram and select the option " Return being filed by legal representative "
Name of the representative - Vinod Address of the representative - Vinod's address B 191 , Jolly maker -1 , Cuffe parade , Mumbai
PAN of the representative - Vinod's PAN - AIJPD5871R
So Vinod will fill the return details (ITR 2 ) for late father Ram and declare all sources of income and taxes paid as can be figured out from form 26 AS AS WELL
Then depending upon whether the case is due for refund or otherwise , the return is supossed to be submitted
Once done and the return is uploaded , Vinod will get acknowledgement (ITR V )for return filed for his father (Late Ram Pratap singh )
He needs to send the acknowldgement for this to the department
Please , note that Vinod, for filing his own return (ITR 1/2/3/4 as the cas emay be ) will login to the income tax website using his own credentials and will file his return which is separate
Note this will just happen once in everyone's life
I explain this in detail because i know billions of life's will be effected by this both in good manner because of the transparency of the process but also in a negative manner because of the loss of someone precious in life
All this stages are captured live in this playlist !
Hopefully , all of you can bless me ,
Civil Engineer Amlan Dutta - Founder of Make Knowledge Free
Name of the representative - Vinod Address of the representative - Vinod's address B 191 , Jolly maker -1 , Cuffe parade , Mumbai
PAN of the representative - Vinod's PAN - AIJPD5871R
So Vinod will fill the return details (ITR 2 ) for late father Ram and declare all sources of income and taxes paid as can be figured out from form 26 AS AS WELL
Then depending upon whether the case is due for refund or otherwise , the return is supossed to be submitted
Once done and the return is uploaded , Vinod will get acknowledgement (ITR V )for return filed for his father (Late Ram Pratap singh )
He needs to send the acknowldgement for this to the department
Please , note that Vinod, for filing his own return (ITR 1/2/3/4 as the cas emay be ) will login to the income tax website using his own credentials and will file his return which is separate
Note this will just happen once in everyone's life
I explain this in detail because i know billions of life's will be effected by this both in good manner because of the transparency of the process but also in a negative manner because of the loss of someone precious in life
All this stages are captured live in this playlist !
Hopefully , all of you can bless me ,
Civil Engineer Amlan Dutta - Founder of Make Knowledge Free" id="vid_text">
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