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Can i split the amount on the medical tax certificate?



Carike says:
1 August 2016 at 8:00

My dad is retired, in November his medical aid stopped coming off his payslip, and he has to pay it out of his bank account. So my question is,On his IRP5 there is an amount under 4005 for medical aid deduction. But this is only till end October. So I want to know, do I put the rest of the medical aid amount that he paid out of his back account under 4040?

TaxTim TaxTim says:
1 August 2016 at 8:56

You should request his Medical Scheme Tax Certificate to ensure you have the correct number for the total amount contributed. Then yes, you are correct - next to 4040, you would put those contributions which are not reflected on his IRP5.

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