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Medical Posts in Tax Q&A

Please define dependancy wrt to medical aid tax deductions,



My daughter has recently graduated but is still unemployed, living at home and is therefore still dependent on us for her living expenses. She is registered as a taxpayer on account of small income from a family trust?

Verification documents for submission



Dear Tim,I hope you can help I am really at wits' end right now with SARS. This is the situation. I subimitted my tax return via the efiling website on the 01/07/14. A refund was due to me due to private medical aid and dental procedures I paid cash which was rejected by the medical aid. On the 3rd according to my statment of account a refund was paid but then reversed the same happended for the 4th when I contacted the call centre they advised me that they had a system problem and that I...

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Tax Refund Calulator does not provide for persons with a Disability



Your tax refund calculator does not request the amounts for persons with a disability ie. remedial school fees, travel etc. How would I calculate my potential tax refund then?

How long does SARS take to pay refund after requesting supporting documents?



Hi I submitted my tax via eFiling on the 8/6/2014, and had previous years incomplete. So they asked for supporting documents (medical aid tax certificates) which I submitted immediately via eFiling how long will it take to be refunded when I call they say documents with auditors.

Company subsizes half of main members contribution only and does not subsidize dependents?



What are the Tax implications if an Employer pays more for a members medical aid contribution?

Which code for no medical but medical expenses on my ITR12?



On which code must I fill in if a have no medical aid but have medical expenses?

Oneplan



I am currently on Oneplan and would like to know if I can submit this as a medical scheme on my tax returns

IRP5 sent and received but still not asssessed, am I being audited?



Hi Tim

I did my tax on the 03/07/2014 on eFiling, I submitted all forms needed for the IRP5. This is my first year doing taxes, what I don't understand is that they asked me for more documentation on Monday requesting my Medical Tax certificate, Claims history and my original IRP5 from my company. Am I being audited? Or do they just need supporting documents for the information from my IRP5 form? The only problem is that when I go on my eFiling, the messages keeps saying.... It has be...

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50% medical aid subs paid by company



If the company deducts 50% of my medical aid premium from my salary and they pay they other 50%- however they reflect this as perks tax on my salary slip- should I reflect this on my ITR12 or should I only reflect the 50% which is deducted monthly and also is reflected on my IRP5/ITR12

What medical expenses can be claimed?



What medical expenses can be claimed?

Do public sector employees get a rebate on medical aid contributions not subsidized by the state?



Do you get a tax rebate if you contribute to a private Medical Aid like Discovery Health if you work in the public sector and do you qualify for a tax rebate on funds not recovered from the medical aid but reflected on the tax certificate provided by the medical aid?

Do I add claims not paid by my medical scheme on my IRT12



On the medical certificate that I have received there's an amount under claims not paid by my medical scheme, do I include that amount anywhere on my ITR12.

Where to I add IT3b and 3c information on ITR12?



My mother is 74 years and does not work nor contribute to an annuity. She receives interest at Investec, Finbond, Absa Moneymarket and Satrix. She received only IT3b and 3c's. No IRP5 or IT3a. Father passed away January 2014 and she only received pension since March 2014. Incurred medical expenses. Where do I ad the IT3b and 3c information on ITR12?

Medical Tax Credit



I Would like to know if there is any way I can get my medical aid tax credit monthly if my employer don't deduct my medical Aid? I changed jobs and my previous employer used to deduct my medical aid and I received the tax credit monthly with my salary. I now feel conned as I have to wait a whole year to receive this money. We are 5 people on the medical aid - so yes is quite a bit of money

Can I claim tax on international travel insurance?



Can I claim tax back on an international travel insurance of a total value of R6000 from a South African company (TIC)?

What is tax deductible?



I am being retrenched 31 July, I will then pay my study fees in full. My question is eFiling be able to claim from SARS while I am studying and not working?

Beneficiaries on medical aid, can I claim for tax purposes?



I pay the medical aid for my folks, am I entitled to add them as beneficiaries? for more medical aid credits

Salary below threshold and claiming deductions when calculating income tax?



HMy salary for the 2014 tax year is below the threshold. I have a retirement annuity fund and medical aid.

Will SARS take my allowable deductions into account when calculating tax payable/refund? Or am I not allowed to claim these deduction?

Audited on claim for special needs child's expenses, whats the best way to submit receipts



We have an autistic son which we claimed special tutuion, additional medical and other expenses.We have done this previously but this year we were audited. When we submit proof.ie invoices of tution, what is the best way to submit receipts for nappies and supplements, ie. would we scan in each till slip or can we just submit our excel sheet?

SARS status return - data submitted to ITS



Return - data submitted to its. I see this under SARS status but I haven't been asked for supporting documents, what does this mean?

I am permanently blind in one eye, will I be classified as being disabled for income tax purposes?



I am permanently blind in one eye, will I be classified as being disabled for income tax purposes?

Medical Aid deduction not calculating on eFiling?



I pay my medical aid out of my own pocket every month and I have 3 dependents. When I fill out my medical aid on my e-filing section (4040 and 4020), the tax calculator does not change. I am sure I should be receiving something back for medical expenses. I pay - R5000 per months for medical aid and I have also had around R14 000 expenses that the medical aid did not cover. Is there something wrong with eFiling ?

How do I claim medical aid contributions made after being taxed?



I have made medical aid contribution from own pocket after being taxed, how do I claim that back from the tax man?

Benefit of Medical Tax credit for foreign medical policies ?



I am a foreign national, working in South Africa on basis of a work permit. I am paying medical insurance premium in my home country. Can I take the benefit of medical tax credit ?

Claims for medical expenses for my son, hes not a beneficiary though?



I have been paying for my son's therapy fees every month, he is not on my medical aid, can I claim tax on them?
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