How to Register as a Legal Heir on Income Tax Website?
Problem: What all document do I need to attach as a ZIP file
during registering myself a Legal Heir?
You need to scan the following documents and ZIP them in a file:
of the Death Certificate of the deceased person;
of the PAN Card of deceased person;
Attested copy of PAN card of the Legal Heir;
Attested copy of Legal Heir Certificate;
Problem: I received an email from Income Tax Department
stating that my request for Legal Heir has been accepted and I am assigned as
the Legal Heir for the deceased. Can I E-File for the deceased person now?
Problem: I am assigned as the Legal Heir for the deceased
person. How can I e-file for the deceased person?
Solution: Login using your own User ID, Password and Date of
Birth. Once logged in, Go to E-File->Upload Return. Select the PAN from the
drop-down option as the deceased’s PAN. Fill the remaining details on the page
and upload XML. Sign using DSC if available and applicable.
Problem: I am trying to upload Income Tax Return for a
deceased but I am getting an error message saying “PAN mentioned on Personal/
Verification section is invalid”. What should I do?
Solution: Please ensure that the Pan entered in the
Verification section of the Income Tax Return is your (Legal Heir) PAN and not
of the deceased person. Also, if the Income Tax Return is being digitally
signed, the PAN encrypted in the DSC must match with the PAN mentioned in the
Problem: Whose Digital Signature Certificate (DSC) can I use
to e-File the deceased’s Income Tax Return?
Solution: You need to use your own valid Digital Signature
Certificate (DSC) which is registered with E-Filing.