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Medical contributions claim by dependent



Carly says:
4 July 2017 at 17:32

My husband and I are both on a medical aid where he is classified as being the main member, and myself as number 2. Whilst our monthly contributions are taken from my husband's bank account (as the main member), I pay for my portion each month by making a deposit into his bank account. How do I go about capturing this correctly via TaxTim as I want to ensure that I can claim for the medical aid contributions that I am making each month? I am also unsure how to answer your question "Do you belong to a medical aid and are you the main member?" because the answer is yes to part 1, and no to part 2 as I am not the main member. How do I go about capturing my contributions as the secondary member?

TaxTim TaxTim says:
4 July 2017 at 22:02

The principal member of the medical aid must capture the full expense per the medical aid tax certificate in their tax return. The tax benefit cannot be split between members for tax purposes. Therefore, you would answer no to the question as you are not the main member.

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