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Unemployed for the tax year 2014/2015 and paid medical aid contributions but no refund received.



Louie says:
13 July 2015 at 11:24

Dear Tim

I was unemployed for the tax period 2014/2015 and received 0 income. I however paid my monthly medical for my spouse and one adult dependent which totaled R62,064.00 and unclaimed from the medical aid of R2,874.00.

I completed my tax return with the medical aid section, unfortunately did not receive a refund. The calculation on SARS eFiling allowed for an amount of R16,200.00 plus tax credits of R8,232.00 and further tax credits of R8,002.00 but the final total was R0.00.

Could you please advise if I am entitled to a refund and if yes what should I do next?

TaxTim TaxTim says:
13 July 2015 at 13:12

You would only be entitled to a refund if you had overpaid taxes, or in your case paid tax because of having earned income. A tax refund is simply money back from SARS for having paid too much tax given your incomes and deductions, so you can never get OUT if you didn't pay IN.

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