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Directive outstanding

Posted 15 November 2015

Stanley says:
15 November 2015 at 13:36

Quit my job. Got a new one. Had my pension transferred to an Alexander Forbes preservation fund. The full amount is listed on my tax return as lump sum income. Completing my tax return, I am told by SARS - "Lump sum declared by directive outstanding". What now?

TaxTim TaxTim says:
15 November 2015 at 18:21

You unfortunately need to wait for SARS to receive the lump sum directive before they will finalise your tax return. This is an issue for Alexander Forbes and SARS. It could take up to 90 days to resolve. You can call 0800 00 7277 to find out what stage this is at though.

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