Medical Posts in Tax Q&A

Claiming for elderly dependants medical aid contributions - Supporting documents



My parents are both pensioners and dependent on me financially. I pay for their medical aid, while I am on another medical aid. I have included both medical aids on my tax return, with the appropriate number on dependents noted every month.

SARS has asked for supporting documents to be submitted. I submitted: yearly contribution summaries from both medical aids, monthly invoices from my parent's medical aid addressed to me with my bank account details on them, debit order statement from my bank showing both being deducted every month as well as a covering letter explaining the situation. ...

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Are contributions towards GEMS and the GEPF tax deductible for government employees?



Are contributions towards GEMS and the GEPF tax deductible for government employees?

Claiming medical bills from SARS



I paid almost 10k in medical bills which medical aid did not cover. Yet SARS only paid me R100.00 back.

Company and private medical aid within the same tax year.



I worked for different companies within the tax year. With one of them, I received no medical aid and so I did my own private medical aid. With the other, medical aid forms part of the company benefits and appears on my payslip. How does TaxTim allow me to enter both of these? The options only seem to allow for 1 or the other throughout the tax year.

Paying my Mother's medical aid



I pay my Mother's medical aid premiums. These deduct from my savings account via a debit order every month. My Mother is fully dependent on myself financially (no income, no assets, nothing). She is 62 years of age. She is NOT disabled. She receives a SASSA grant. Her Medical aid is in her own name, and she is the main member. The reason she is not on my medical aid, is because my medical aid wanted to add a loading to her premium.

Can I claim this monthly premiums back from SARS?

Is vitamins deductable?



Can vitamins bought over the counter be claimed?

Doing tax return for first time - what do I need?



What kind of information is required to do a tax return for the first time?

Medical expenses not covered by medical aid



Hi, I belong to a medical fund. But I have expenses of R5 314 which were not paid by my medical aid. I paid it myself, have the receipts. Under which code do I put that amount in, to claim it back?

Why is my home office selected for verification second year in a row?



I work from my home office as a graphic designer. My annual income is under R500 000. This is the second year in a row I've been selected for verification. Any idea why and what does it mean? What should I be doing differently to prevent being flagged? Is it a reflection I'm doing something wrong?

Medical aid and husband's tax return



Hi I am putting in my tax return - my question is I am on my husband's medical aid. Do I include all this information in my tax return? We are on a hospital plan and he puts in all our Dr's bills on his tax return. Please let me know asap.

Regards
Jenny

What is the threshold for presonal tax return ?



Do I have to submit my tax return if my salary is R19003 Gross PM?

Common reasons for a SARS audit



I want to know why are some people being audited and some not being audited?

Gap cover included in my IRP5 code 4005



Gap Cover on IRP5:
Hi Tim, I am trying to submit my IRP5 but my employer added my Medical Gap Cover to my Source Code 4005. According to my IRP5 under code 4005: R33672, but according to my statement from my medical aid it is R26606. Must I leave it as is? They contribute only a portion and my amounts under 3810 & 4474 are R26172. What must I do?

Does medical aid reduce your tax refund?



Since medical aid now reduces the monthly taxable amount on your salary, does this mean it will not increase your refund amount when you submit tax returns?

Out-of-pocket dependent medical payments



If I am a dependant on my husbands medical aid, but pay my own out-of-pocket (not covered by medical aid) expenses, can I claim this on my tax and where do I do that?

Does diabetes qualify as disabled?



If I have diabetes and am regarded by the company as a person with disabilities, in my tax return can I say I am disabled?

Old Irp5 missing



Hi Tim,

I have submitted my Irp5 at a SARS office which I have received June 2015. They informed me that I am being audited and that I had to submit certain documents which I did. After submitting the consultant told me that my tax return would be paid out in 3 working days. It had been more than a week so I phoned SARS to ask what is taking so long. They then informed me that because I was audited the pay out will take 30 days and also that I have an outstanding IRP5 from 2010 that I have to submit that before I can receive my tax return. ...

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Why am I being verified?



I just filed my tax return and they selected me for verification. All my documentation that I have is correct. This has never happened before, can it be because I have joined a medical scheme in this financial year that they require the relevant information? I did not have a medical in previous years?

Do l have to submit all the receipts from the pharmacy when there was a co-payment?



I manually submitted my tax return. I was identified for audit. Third time in a row.... I think its because I am a foreign national. I submitted my IRP5, medical aid tax certificate and retirement annuity.

My question is do l have to submit all the receipts from the pharmacy when there was a co-payment? Or is my medical aid tax certificate enough?

Completed Tax Return for year, owe SARS



Was hoping you can assist filed my tax return yesterday and SARS is basically stating that I owe them R10,000 within in a year, I know this is untrue as every month I have been paying tax. I was a contractor for the last 10 months. Please advise if you able to assist as my tax return has already been submitted.

Can I submit medical prescription statements at SARS?



I don't keep medical prescription slips, but I get a summarised statements every time after consulting, can I submit those statements at SARS?

First a refund now I owe them



Hello
I submitted my tax return and it said that I was due a refund of about R800. I then went through my medical expenses and saw I made a mistake in my calculations. So I went and corrected it (originally my medical expenses out of pocket was R8900, after I corrected it it was about R8200). Now it says I owe them about R200! I do not earn enough to do e-filing in the first place, I submit because of my medical expenses. Please help?!

Can I file a correction without the expenses filed in version 1?



I filed my tax return with additional medical expenses and only submitted a statement from the doctor and cannot find my receipts. Can I do a correction?

Claim on tax for doctors payments



Can I claim for payments made to doctors?

What kind of supporting documents do I need as proof of my own medical expenses?



What kind of supporting documents do I need as proof for medical expenses out of my own pocket? I had hospital expenses where I received a statement indicating the amount paid by the medical aid and the amount I had to pay in. On the statement it shows the payments made by me (I made monthly payments).

Is this sufficient proof of my payments? What proof do I need for my monthly prescription medicine (my medical aid does not cover my medicine). I paid out of my own pocket each time.
...

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