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Medical Posts in Tax Q&A

Spectacles cost balance as a physical impairment.



Is the balance of the cost of prescription spectacles classified as a physical impairment?

Claiming for medical aid not in my name



If my and my wife's medical aid is in her name, but I pay the contributions every month, can I claim back when I submit my tax returns?

Med aid and RA on my IRP5?



The amount on my IRP5 for code 3810/4005/4474 (all the same R23022) but more than the amount indicated on the medical aid tax certificate (R22092). Which amount do I use for filing purposes.

Also, I contribute to retirement annuity privately and for the period 1 March 2013 - 28 February 2014 paid R17080. do I put the same amount for code 4006/4007?

Need clarification on whether an ITA34 means they have concluded your review by SARS?



I would just like clarity on this. I submitted my return, they asked for supporting docs, I gave my tax certificate of medical aid only and then was issued with a ITA34 which said said I was due a refund.I don't have an ITSA, should we get both? See below. What I am unclear of is the wording, it says the assessment has been concluded but then later on it talks about info not matching and a review. I have looked back on previous returns I have done and it said the same and I got the refunds with no hassle. Just want to know if this is final now or may they come back and request more info or can I expect a payment in the next few days?...

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can a tax payer claim for his umemployed spouse, medical bills?



Can I claim for my wife's medical bills? she is unemployed, on chronic meds. she is not a member of my medical aid. All bills are my responsibility.

Tax implications of working in Germany



I work in Germany, am taxed in Germany (heavily it seems). What are my tax implications in South Africa?
Do we file a return in Germany & South Africa?

My husband has been working in Germany since the beginning of 2013, and myself since March 2014.
We are in Germany for the entire time (visiting SA for maybe 1 month to 6 weeks a year).
We also pay for medical aid, and related German funds (church tax, solidarity tax, retirement taxes, etc)
We both have an Retirement Annuity running in South Africa too. ...

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2 requests to upload supporting documents - is that normal from SARS?



I filed my tax and claimed for medical expenses - I had an operation I had to pay for privately. I uploaded the invoices upon SARS' request. They called me after about 3 weeks and asked me to further upload the receipts which I have now done. Will it take another 3 weeks for them to review the receipts?

Advantages of paying for own medical aid rather than employer's contributions?



Is there any distinct financial advantage to paying for my medical aid on my own (therefore not involving my employer at all), rather than opting for my employer to contribute a portion (which would form part of my total cost to company)?

In both instances, the Total Cost to Company would stay the same - I understand that the contribution from the employer does not get deducted from the income earned and thus the tax on income earned stays the same, apart from the tax credit for independents. If this is correct, it would seem that the only benefits would be that the employee receives monthly tax credits rather than once per year. ...

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Who should claim the medical tax credit?



I would like to find out if it is better to let my medical aid be deducted from my salary or is it better for me to pay it with a debit order, which method will be more beneficial.

What do I do with the additional amount I pay in medical for my mother?



If my husband pay medical aid for his mother monthly which is dependent on him can he claim from tax?

Can I claim for travelling for a disabled person to and from college?



I have a daughter who is deaf she has finished Matric at a school for the deaf she now attends a normal colledge because there are no specialised colledges for deaf students.

I understand that I cannot claim for her fees because it is a College however I did put in a claim in 2014 for travelling because she cannot use public transport to commute to college because of her lack of communication and hearing, but my claim was rejected.

I see the tax act uses the word Specialised School but makes no mention for college or university ...

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Does being blind in one eye qualify for medical disability tax credit?



Hi My wife is 90% blind in one eye due to an injury she sustained during her childhood and suffers from Glaucoma. Does she qualify for disability tax credit?

Do I automatically become a tax paying SA citizen because I registered with SARS & renewed my ID Doc



I was born in SA 75 years ago. 1995 I became a US citizen. 2006 I opened a NON-RESIDENT ACCT with FNB CT and bought a flat. 2013 I renewed my ID Doc to do a 12 week job in CT and registered with SARS. My NON-RESIDENT ACCT changed to RESIDENT ACCT. 2013 I retired to CT for 9 months & in 2014 for 8 months, but annual visits before then were only 6 to 8 weeks. Do I automatically become a SA citizen for tax purposes because I registered with SARS and renewed my ID Doc? Does not my history...

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Would I qualify for a Tax Refund if I earn R7000 a month before deductions?



I currently earn a salary of R7000 p.m before deductions. R199.50 is deducted every month for PAYE Tax and R70.00 for UIF.

Do I need to fill in a Tax Return form and would I qualify for any refund. I do not have any Medical Aid or Pension Fund,etc.

I'm not very clued up on all these things.

Your help would be greatly appreciated:-)

Is Income Tax calculated on : Gross Salary + Medical Aid



Is it normal practice to calculate Income Tax on Gross Salary + Company Medical Aid Benefits?

If I earned only 55.000 Rand for the whole year through freelance activities, will I have to pay tax



I understand that the tax threshold in 2014 is 70700 Rand. In the financial year 2013/2014 I have earned only 55.000 Rand through freelance activities with different companies (I am a student). So my question is, will I have to try to bring the taxable income even more down (e.g. through claiming business expenses, medical expenses etc.) or do I need not bother as I am anyway below the threshold?

I would like to know if I have to pay tax even if I am not yet permanent employee?



I would like to know if I have to pay tax even if I am not yet permanently employed and if I am using my partners medical aid do I also have to submit the medical tax certificate?

Should I fill in a tax return if I am studying full time this year without income?



For the past 5 years I worked full time and filled in a tax form each year.

Since this year I am studying a full time Masters. I don't receive any income, I pay my studies (without bursary) and I also pay my medical insurance each month.

Should I fill in a tax return form this year?

Are dependants on someone else's medical aid allowed to claim out of pocket medical expenses?



Are dependents, on someone else's medical aid, allowed to claim out of pocket medical expenses from SARS, because the medical aid was depleted early in the year?

Newbie at efiling and not sure what all status, ITSA and ITA34 meaning are. Have I been audited?



Hi There,

I just filled by 2014 tax returned through eFiling and got an email from SARS stating I have a notification that needs by attention. This was regarding my 2012 tax return and it still needed to be submitted. I submitted it soon as possible. I received three emails from SARS, the first one stating that statement of account as been issued, ITSA for the period of 2012 - 2014 and the other two emails stating I have a ITA34 notice for 2014 and 2012. I opened these notifications and the only thing stated was the period and - amount...

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Unemployed but paying medical aid contributions. Tax implications?



Hi Tim. I worked for 2 months in the 2014 YOA. I then left work upon the birth of my child. I am the principal member of our family's medical aid (myself, husband and child) and the contributions are paid from my bank account. Since I left work, my husband transfers money into my bank account for the payment of the medical aid. Do I claim this on my tax return even though I am not employed? Should my husband claim it even if the policy is not in his name? I did have income this year so if I clai...

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Received a verification email from SARS - what does it mean?



I have received a statement of account but I have been selected for verification, how long does this process take?
i submitted supporting documents on the day my tax was submitted via e filing.

it is a rather simple return though as its only my salary and medical aid contributions that come into play.

Do I qualify for medical tax credit?



My medical aid contribution is R3500 each month for my husband and I. I filled this in next to source code 4040 on the eFiling form but when I save and ask to ' calculate tax' then the source code 4008 medical expenses (total) shows 0.... How does this work, am I doing something wrong or do I not qualify for the medical tax credit??

Is diabetes considered a handicap for medical deductions?



Is diabetes considered a handicap for medical deductions?

Medical expenses for spouse



Regarding medical expenses. I'm the primary member and pay for the medical aid and so I put the relevant info and dependents on my return. My wife encountered some individual medical expenses of her own (not claimed from medical aid).
1. Can she put her expenses in her own return under code 4020?
2. What if I paid some of the accounts on her behalf - does it matter?
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