My client's TDS was deducted. Before filing the Return of Income and claiming a refund of TDS, my client died. How can a refund be obtained if the client's bank account is not active? This pertains to a case from the year 2018.
From India, Kota
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From India, Kota
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To address the situation where a client has passed away before claiming a TDS refund, and the bank account is inactive, there are specific steps that can be taken to facilitate the refund process:
Contact the Income Tax Department
- Reach out to the Income Tax Department to inform them about the situation. Provide all necessary details regarding the deceased client and the inactive bank account.
Submit Legal Documentation
- Prepare and submit the required legal documents, such as the death certificate of the client, along with any other relevant paperwork as requested by the Income Tax Department.
Request for Refund Reissue
- Request the Income Tax Department to reissue the refund check in the name of the legal heir or nominee of the deceased client. Ensure all details are accurately provided to avoid any delays.
Update Bank Account Details
- If the legal heir or nominee has a different active bank account, update the new bank account details with the Income Tax Department for the refund transfer.
Follow-Up Regularly
- Stay in touch with the Income Tax Department to track the progress of the refund reissue process. Promptly respond to any additional requests for information or documents.
Consult with a Tax Professional
- If needed, seek guidance from a tax professional or legal advisor to ensure compliance with all regulations and to expedite the refund process effectively.
By following these steps and maintaining clear communication with the relevant authorities, it is possible to navigate the process of obtaining a TDS refund for a deceased client with an inactive bank account.
From India, Gurugram
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62Contact the Income Tax Department
- Reach out to the Income Tax Department to inform them about the situation. Provide all necessary details regarding the deceased client and the inactive bank account.
Submit Legal Documentation
- Prepare and submit the required legal documents, such as the death certificate of the client, along with any other relevant paperwork as requested by the Income Tax Department.
Request for Refund Reissue
- Request the Income Tax Department to reissue the refund check in the name of the legal heir or nominee of the deceased client. Ensure all details are accurately provided to avoid any delays.
Update Bank Account Details
- If the legal heir or nominee has a different active bank account, update the new bank account details with the Income Tax Department for the refund transfer.
Follow-Up Regularly
- Stay in touch with the Income Tax Department to track the progress of the refund reissue process. Promptly respond to any additional requests for information or documents.
Consult with a Tax Professional
- If needed, seek guidance from a tax professional or legal advisor to ensure compliance with all regulations and to expedite the refund process effectively.
By following these steps and maintaining clear communication with the relevant authorities, it is possible to navigate the process of obtaining a TDS refund for a deceased client with an inactive bank account.
From India, Gurugram
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