Medical Posts in Tax Q&A

Medical tax credit change upon SARS review, can you help?



I calculated that since my wife and kids were on separate medical scheme and that I was contributing towards this I would be entitled to a refund, which appeared on SARS eFiling as such. However SARS subsequently requested my tax documentation and reversed the same credit that was in my favor to me now owing them?

Can you help with this?

Do we need to submit a tax return



I get about R2000 /month from my living anuity and R900 / month from an investment. I no longer own property and my medical aid is about R1200/ month. I sometimes get about R2000 / month doing odd jobs and I supplement my income with the proceeds of the sale of my house. Do I have to submit a tax return
My mother is 92 and gets R8000/ month from one investment also has medical aid. Does she have to submit a tax return. Thank you

What is the amount that is medical contributions made only by me, not reflected in the IRP5?



On the tax return,there's a section that requires me to fill in any medical contributions made by myself that are not reflected on my IRP5/IT(a) however the total contributions are reflected on my IRP5 so am I supposed to deduct the employer's contributions from the total contributions to calculate contributions made solely by myself or is is another amount they're referring to?

Cash co-payment on medical procedure



Two questions relating to medical aid expenses:

1) I paid ~R5000 cash copayment for a medical procedure. Can I claim this medical expense on my tax return?

2) If I have medical aid gap cover can I use the total premium payments for the year as additional medical expenditure?

Medical aid premium



Where on your website do I enter my medical aid premium? I paid it myself not through my employer. Your website only asks for expenses that I have incurred outside of my medical aid.

What to do with medical slips if not member of medical scheme?



If I am not a member of a Medical Scheme; but keeping the slips of Medical Expenses, can I fill that amount to my Tax Return form. If yes; where to fill it?

Over the counter medication vs prescription medical claims



Why can I not claim for over the counter medicines that I have to purchase and is then cheaper than going for a doctor's consultation and still pay for prescriptions?

Can you assist with complicated tax return, involving extra income, provisional tax etc?



My situation is pretty complicated. I am a provisional tax payer. I earn extra income for 3 properties, but also from a side business. All goes through my own personal bank account, so it is personal tax all of it. I am fully employed, however I was retrenched in 2014 June. I have an income protector and claimed from it for 2 months, until I started work again in September 2014. I have retirement annuities, medical aid etc.

Am I able to use your services effectively and accurately in...

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Where do you include deductions in terms of a business as a sole proprietor?



I know a medical practitioner who in addition to working at a hospital, started their own private medical operations in Jan. As a sole proprietor, I understand that the profit/loss should be included in their personal tax return.

Where on their tax return should they fill in deductions of expenses incurred in the production of income ito the practice?

Out of pocket medical expense of R3920. Will that help my refund?



Out of pocket medical expense of R3920. Will that help my refund? I have no medical aid.

Out of pocket medical expenses deductions not showing on assessment



I have completed my tax return via SARS eFiling and entered R10,200 rand worth of out of pocket medical expenses. When I click on "calculate" results I don't see any SARS reimbursements and the value SARS owes me doesn't change if I add and remove the out of pocket medical expense value. I don't see medical expenses on the calculated results on PDF it creates. Why is it being ignored?

Are medical aid details compulsory if below tax threshold?



Do I have to fill in medical aid details if my income is below threshold and I know I will not receive any money back?

Medical Gap Cover - claimable



I changed from a medical aid with gap cover to a hospital plan with gap cover. I don't have the gap cover tax certificate nor the expenses we paid cash for when on the hospital plan. Is this important to obtain? I think I may be able to get both.

Policies where does that go?



Where do I put in medical aid contributions, retirement annuity, income protection, endowment policy, provident fund?

Thanking you
Debbie Mocke

where do I put medical aid savings interest earned INCOME TAX - IT3(b) in the tax returns?



This year I received R400 from an INCOME TAX - IT3(b) from the medical aid as interest earned, this is the first time I receive it with an amount previously it will just be R0. 00. Do I need to include this amount in my tax return and if I do where do I put in?

Made my own medical contributions whilst unemployed. Can I claim



If I was unemployed for the year and only received a payout from a provident fund, that was taxed by SARS. And continued to make contributions by myself to medical aid. Can I claim anything?

Medical expenses in my return



My company pays my medical aid which is reflected on my IRP5 under code 4005. I have 4 dependants on their own medical aid. I pay the contributions from my bank account. Do I add these contribution amounts to my other medical expenses for same dependants also paid out of my bank account and reflect it under code 4020? Plus do I state the number of dependants including myself as 5/month?
I am never sure how to complete this each year. Thank you

Forgotten Expenses



I have submitted my tax return via taxtim but have forgotten to include out of pocket medical expenses of R4180.

Do I need to fill in a return?



I receive a disability pension and it has become tax free. Do I need to fill in a tax return?

Supporting documents



Hi Tim, I am going through a bit of a nasty divorce and I was working for my inlaws, Submitted my tax return and SARS is now asking for supporting documents. Even tho I was not up for Audit. I have spoken to my attorney and he said he would request the documenst from my inlaws eg my IRP5. I do have a refund due, but the only thing I claimed for was medical aid. Can I just submit that or must I wait for my IRP5?

Med deductions



Med expenses R29227. 00 for year 28/2/15
Single
Income R150000. 00
78 years old
What can I claim for medic

Can I still log Notice of objection after more than 30 days



Hi. I submitted my tax in July but only claimed disability however did not put in my expenses. Like school fees. Can I still log a Notice of objection

Where to put things on tax return



I worked for a company for two months last year and then worked for myself and invoiced out work. This means I have a IRP for the 2 months and then have to declare my income and expenditure on the balance of the year. When I populate the form I say yes to other income (trade). Where do I declare my expenses - such as computer, printing stationery, vehicle, medical, telephone, bank charges?

Those who pay own medical - where do I input Medical Tax Credit (MTC) on efiling?



If you pay your own medical aid (employer contributes nothing) and you wish to get your Medical Tax Credit (MTC) do you input the MTC on e-filing under code 4116? Or is that only for when an employer contributes. If not where do you put it or does SARs calculate it based on your medical deductions section?

Foreign service income exemption



I was hoping to pick your big tax brain before I submit my tax return and cause chaos at SARS.... I qualify for S10(1)(o) in terms of foreign services rendered as I meet the requirements in this regard. My dilemma is I don't know which part of my income I can use to claim the applicable portion of this exemption i.e. Income (3601); Annual payment (3605) etc. To further complicate the situation I had share options exercised in the same tax year!

Would you mind confirming which source codes I can use in the claim?...

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