Do your Tax with TaxTim and WIN R10,000  More info   T&C's apply


Apportioning claims on medical expenses between tax years



Tree says:
1 July 2015 at 13:37

Not sure if you can help me. I have a question re my personal tax return. I need to claim medical expenses covered that amounted to R19100-00, which my medical aid did not cover. This was paid in cash by me, but the problem is that this was paid in installments from 24-11-2012 up until 30-03-2015. Can I not declare the full amount on my tax return or do I have to calculate the amount only for 2014 tax year? And if I do this what happens to the amounts paid during 2012 and 2013?

TaxTim TaxTim says:
1 July 2015 at 16:49

You are only able to claim the amounts in the years you paid them, so they would need to be split between the 2013, 2014, 2015 and 2016 tax returns.

This entry was posted in Tax Q&A and tagged , , . Bookmark the permalink.




Do your Tax Return in 20 minutes or less!

TaxTim will help you:

 Do Your Tax Return Easily
 Avoid penalties
 Maximise your refund

Tim uses your answers to complete your income tax return instantly and professionally, with everything filled in in the right place.

Let Tim submit your tax return direct to SARS in just a few clicks!

Get started

Blog Categories


Ask TaxTim

Got a question you want answered about tax?

Visit our helpdesk →

Get SARS Tax Deadlines in your Inbox
We'll tell you when you need to file, along with tax tips and updates.