Medical Posts in Tax Q&A

How much tax must I pay annually if I'm a pensioner earning investment income only?



I am 70 years old. IEarn R180,000 interest lumpsum annualy. I have a wife without any income.

Medical claim for dependent



If the wife pays medical aid and he is a dependent can she claim on her tax return the out of pocket expenses for him

Tax on disability grant



I earning disability I am not getting IRP5 how would I know how much I am owing SARS

Can I claim my monthly expenses, can I get a refund on monthly regular day-to-day expenses?



I have properties jointly with my wife (Community of Property) and getting rents which covers all my payments towards my bonds, Rates & Taxes, Levies and Refuse accounts. Little extra amount is surplus. My question is: Should I need to pay Tax on my monthly Rental Income?

I pay for my Groceries, Fruit & Veg, Rents, Electricity, Gas, Domestic Maid, School Fees, Kids Sports Fees, Transportation, Petrol, Bank Charges, Personal Loan (Absa) Credit Card Fees & Financial Charges, Telkom & Vo...

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According to SARS criteria, I dont need to sumit ITR12. But do I still submit IRP6 twice yearly?



I'm a provisional taxpayer. According to recent communications from SARS, I no longer need to submit ITR12 any more as I match all their criteria. My question is: Do I still need to submit the IRP6 twice yearly?

Medical expenses for children



My children are on my ex husbands medical aid, but I am paying half of all their medical expenses in cash. Can I claim for it

What do I need to complete returns for the past 3 years



What do I need at hand to complete tax returns for the past 3 years

TAX Return for Dental specialist?



Hi, I had to take my son to a dental specialist to have a check up on his jaws and teeth for braces, but had to pay R1554, which medical aid does not cover. Can I claim tax back on it?

Unclaimed disability from 2009 to 2013? can I do so now?



I previously did not know that you can claim for disability and I have 6 years worth of disability that I didnt claim, is it possible to do so? from 2009 to 2013

Can freelance stylist claim back 25% tax deducted form her income?



Hello, I've been working as a freelance stylist in the Film industry for the past year, and around 25% tax has been deducted from each pay check. How do I go about getting a tax return?

Health saver deductable?



I have medical aid with momentum. I received my medical aid tax information sheet from momentum. But I also have the voluntary health saver plan of which I pay monthly. I received a separate tax information sheet from my health saver too. Do I combine these two figures together when submitting to SARS (for expenses not covered by medical aid)?

Should I only complete source code 4020 if my medical aid contributions is already on my IRP5?



If my medical aid contributions is already on my IRP5 under source code 4005 and 4474. Should I leave sorce code 4040 and only complete 4020 for expenses not paid via my medical aid?

Explanation of source codes 4040, 4020 and 4022



Can you explain source codes 4040, 4020 and 4022 on the tax return.

Can you claim back a monthly contribution paid towards health insurance?



I pay R1900 monthly for me and 3 dependants on a health insurance. Can I claim these contributions back on my tax return as a out of pocket expense?

Tax return submission 2014/2015 finalised without disability declared



My son has been moderate to severe disability and met the criteria since September 2014. Submitted al extra medical expenses on my tax return but never declared the disability. Can this be reviewed?

How do I submit my tax return if I have changed jobs within the tax year?



How do I submit my tax return if I have changed jobs within the tax year? It gets quite confusing. . . New salary, new employer paying for half of my medical aid contributions whereas my old employer was not. . .

Deductions against rental income



I have moved from CPT to JHB. I own a house in CPT which is now being rented out to tenants. In JHB I am currently renting. From a SARS perspective, do I need to declare the rental income as I only own one property and its not a second property bringing in an extra income? What I receive as rental income in CPT immediately covers my rent here. So I do not gain anything. In face what I am asking as a rental is the same as what I pay for my rent here.

Medical Insurance - Do I put that on my tax return?



I have been submitting my tax returns for many years and use to include my Medical (which is a hospital plan with Liberty but not viewed as a medical aid, which I found out in 2015). I contribute to this on a monthly basis and pay my own medical bills i. E. Doctors visits, dentists, optometrists, etc. Only medical procedures in a hospital is covered by my hospital plan. As it is not tax deductible seeing as it is not a medical aid, do I now even bother to mention it on my tax return although the...

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May I deduct medical aid contributions as a non-principal member



I am listed am listed as a dependent on Discovery health with my wife as the principal member. However I pay the contributions for my wife, my son and myself. She doesn't earn an income and is therefore not liable to pay tax. The tax certificate from Discovery is in her name, can I claim the medical expenses and premiums as medical deductions on my IT12. I reference these articles and would like to know if the information in these is still valid as at June 2016

1) South African Institute of Accounting Professionals article from 2012:...

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Tax season preparation



Hi, I have started receiving my tax documents from my bank and medical aid etc. I am still waiting for the one form my RA provider. Must I wait for all of them and then once all are received, how do I go about completing my tax return?

Health insurance deductable?



How Do I Report My Health Insurance On my Tax tax return?

Medical aid tax deduction



If I,m a beneficiary on my partners medical aid can I claim medical aid as a tax deduction?
I pay the money into his account and then the medical aid debits his account?

Is GAP cover tax deductable?



Can an individual claim gap cover contributions on their tax return?

Information on out of pocket medical expenses



What expenses be covered as out of pocket medical expenses. Can the vitamins, extra supplements, liposuction, any cosmetic surgeries be covered under such expenses be claimed

Which proof of expenses should I hold onto?



Which receipts should I take a picture of?
Or, which expenses should I note down in preparation for tax time?
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