Medical Tax Credits Calculation

  Written by Evan   Posted 10 July 2015

Hi Tim,

I earn R4500 a month and I pay R700 a month for medical aid for myself. How many medical tax credits will I receive? At the moment if I am correct it is R257 for the main member
which equals 257*12 = 3084. Would that be roughly what I would get? I have been told that I cannot get more than R700 as that is my monthly contribution.

Why am I being audited when all my income, deductions and benefits are reflected on my IRP5?

  Written by Evan   Posted 10 July 2015

Hi Tim;

I recently completed and sent my tax return via SARS eFiling. I was selected for auditing and asked to provide supporting documents. I have nothing complicated going-on: I earn income only from my employer. All my benefits and deductions with respect to retirement fund and medical aid are all reflected on my IRP5 i.e. I don't have a personal retirement annuity or medical aid scheme outside of those in my salary package; as reflected on my IRP5. So what could be the problem?
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Tax on Breast Augmentation

  Written by Evan   Posted 10 July 2015

Can I claim tax on breast augmentation done?

I have lost my eye in an mine accident . Am I I disabled or not?

  Written by Evan   Posted 10 July 2015

I have lost my eye in an mine accident. Am I disabled or not?

My IRP5 seems to exclude some of my deductions - how will this affect my tax return?

  Written by Evan   Posted 10 July 2015

Deductions for my medical and pension fund reflect on my monthly pay slip but not on my IRP5 - will this affect my tax return as these were not included?

Living overseas and claiming expenses

  Written by Evan   Posted 10 July 2015

If I've emigrated but still receive my monthly annuity from pension / retirement fund can I claim for medical expenses paid for overseas, no medical aid in RSA any more, when submitting my annual tax return. Does tax paid on pension get much back?

SARS status "Return assessed" - what does this mean?

  Written by Evan   Posted 10 July 2015

Hi, Please assist. I did my tax return on SARS eFiling on the 1st of July. Not chosen for validation or audit. I have not yet received the money although online it states that the SARS STATUS is return assessed. What does this mean?

I did phone the call centre and they did not say anything about being audited or submitting supporting documents they only advised to wait. Kindly assist.

Do I need to do tax return even if I earn less but still have medical aid?

  Written by Evan   Posted 8 July 2015

I don't get deducted tax because of low income, but I have a medical aid.. And I was given employee tax certificate also. Do I need to do tax return also? Or is there no need since am not deducted tax..

Confused by 4005 codes different on IRP5 and IT3(b)

  Written by Evan   Posted 8 July 2015

Hi,

The 4005 code on the IRP5 is different from the IT3(b) from the medical aid. Should I have any amount in 4040?

4005 = R 61,550 , but the IT3(b) shows R 58,802
3810 = R 20,506
4474 = R 20,506
4020 = R 7,486

How do we send more than 20 attachments to SARS?

  Written by Evan   Posted 7 July 2015

Hi Tim SARS requested supporting documents to be uploaded which is mostly from our medical aid and we have 26 and are not allowed to send more than 20. How do we upload more documents to SARS eFiling?

Medical tax credit if I am sponsoring my Mom's medical aid?

  Written by Evan   Posted 7 July 2015

I am an employed person and have no trouble doing my tax return with SARS e-filing. What I would like to know is the following: Since October 2013 I have been paying my Mom's medical aid, she is a 70 year old pensioner (state pension grant) and not registered for tax. She is not on my medical aid as it is more affordable to have a separate medical aid for her.

This year she received a tax certificate from her medical aid. Is there any way in which I can claim for her medical aid cont...

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Am keen to know if I am due a refund or not. Earned R42,000.

  Written by Evan   Posted 7 July 2015

If I earned only R42000 in 2013, having worked for only three months, and paid R6000 in tax, for that earning, over the whole year, is there a possibility I could get a tax refund based on the primary tax rebates and my medical spend of R1000?

What Medical expenses may I deduct?

  Written by Evan   Posted 7 July 2015

I don't belong to a medical aid and paid for medical expenses out of my own pocket resulting in a substantial cost. How much of the expenditure can I deduct against my Income?

Out of Pocket Medical Expenses

  Written by Evan   Posted 7 July 2015

My Mom is in her late 80s and stays in her own suite in a retirement home and during the day she is independent. However at night she gets confused and therefore stays in the clinic section of the retirement home where she is monitored by qualified nursing sisters or staff nurses. The charge for the overnight stay in the clinic is added to her monthly account. As she is being looked after by qualified nurses at night can she claim this amount as an out of pocket medical expense?

Can I claim allowable medical expenses for my children that I dit not personally pay? My wife paid

  Written by Evan   Posted 7 July 2015

Can I claim allowable medical expenses that my spouse paid for our kids on my tax return or should she claim it on hers?

SARS refunds then reverses transaction and sets a new refund date. Help?

  Written by Evan   Posted 7 July 2015

I submitted my tax return via efiling on 01 July. I was as per usual selected for audit. I received an initial assessment and upon submitting my supporting documents they obviously decided to disallow some of my medical expenses.

They then issued a revised assessment which reflected R5500 lower owing to me. I called the call centre and was told that my file was finalised and I could expect a refund date by yesterday 06/07/15.

I drew a statement of account yesterday and it showed a refund date of today 7th...

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Disability definition - monthly disability income for cancer

  Written by Evan   Posted 6 July 2015

If you are receiving a monthly disability income due to medical boarding because of cancer, is this considered as disability according to SARS?

Med aid gap cover on tax return?

  Written by Evan   Posted 6 July 2015

I have gap cover for medical aid can I add it on tax return?

I am under the R350 000 threshold but still submitted my 2015 Tax return, will I still get my money?

  Written by Evan   Posted 6 July 2015

I submitted my Tax return on the 01/07/2015. I am under the R350 000 threshold, so should I have not submitted it, will it now interfere with me getting my money?

The only expense I claim from is Medical aid. I have submitted it to SARS but I still have not received my Tax return, I haven't received any further correspondence from SARS saying I need to submit any forms and there are no discrepancies, I am owed money.

How do I incorporate use of rental car on tax return?

  Written by Evan   Posted 4 July 2015

My employer-provided vehicle had to go for major repairs (gone for 2 months plus). During this time my employer rented a car for me, with which I did some business km's. How do I incorporate this scenario on my tax return?

Medical refund for 69 year old

  Written by Evan   Posted 4 July 2015

I am 69 years old and paid over R32,000 in medical aid expenses. How much of this can I expect to get back?

Supporting documents for tax return - don't have medical receipts

  Written by Evan   Posted 4 July 2015

Hi,

I have been selected to provide supporting documentation relating to my personal tax return, I accidentally submitted my return twice and now I have to provide the documents. I only have my IRP5 and medical tax certificates available which I used to complete my return but I do not have any receipts available that I saved for medical expenses paid from my own pocket.

Would this be a problem if I only then submit what I have available?

Where to enter medical costs incurred which does not reflect on IRP5

  Written by Evan   Posted 3 July 2015

On my Irp5 I have R5,911 under source code 4116 for medical scheme fees tax credit! I however have paid cash for some visits and this does not reflect as these were doctors not affiliated to medical schemes! How do I go about adding the amounts I spent and where do I add them and which source codes to use?

Diabetes claim

  Written by Evan   Posted 3 July 2015

My son has Type 1 diabetes and I was told a last year you can claim a % of his food back. Do you know how this is possible?

He is listed with a disability on my husbands tax.

Why did SARS not return my medical spending?

  Written by Evan   Posted 3 July 2015

I paid almost R3000 towards medicines, apart from my MSA. Why has SARS not returned this amount? Can you please check?
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