Anthea says: 4 April 2022 at 14:18 I have a hospital plan with Affinity Health Medical scheme. Does that fall under medical insurance or medical aid? Please note that the plan pays for in-hospital expenses only. I already gave them a call and they advised me they cannot provide me with a tax certificate, they are a medical insurance company. So do I still proceed under the medical aid section if I have pathology expenses and prescription medication that I paid for which I want to claim? |
TaxTim says: 4 April 2022 at 14:26 Unfortunately, Affinity Health, as a medical insurance, is not tax-deductible. You will however still be able to claim against the medical expenses under the medical aid section when asked if you had any out of pocket medical expenses. Please note that Out-of-pocket medical costs, as per SARS, are those qualifying medical expenses that you’ve paid for yourself, which have not been reimbursed by medical aid/insurance. SARS has certain restrictions on what qualifies as an out-of-pocket medical expense. Kindly see our blog on Medical expenses tax for more information. Examples of qualifying medical expenses are any amounts that were paid by you, as the taxpayer, during the year of assessment:
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