What about my out of pocket medical expenses?

  Written by Marc   Posted 21 August 2014

Last tax year I paid almost R5000 in medical bills that medical aid did not cover?

when I did my return online I got nothimng back

how come

Does SARS verify medical information with the medical schemes?

  Written by Marc   Posted 21 August 2014

I submitted my return on the 3rd July 2014, and still have not received my refund, I was requested to submit supporting docs which I did, I even went to the branch to submit the documents on the 11th July 2014, every time I call their call center i'm being told its still being assessed? why so long? I have medical aid, do they actually call the medical schemes to verify information with them or what?

Can my wife claim medical expenses that we pay jointly on her return alone?

  Written by Marc   Posted 20 August 2014

Both my wife and I are employed taxpayers. Her gross salary is in the order of 24000/month and mine is in the order of 34000/month as of January 1st of next year (it's slightly less at the moment). Our medical aid payment is about R1900/month. Last year, I didn't get any benefit for this on my tax return, since the total contributions were less than 7.5% of my salary. Is it legal and acceptable for me to stop claiming any medical expenses on my tax return, and having her claim it all on hers? If...

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Please give an example how to calculate the medical rebates?

  Written by Marc   Posted 19 August 2014

Tim,I am a Mathematical Literacy teacher and we do tax calculations. Is it possible to give an example how to calculate the medical rebates?

Why does employer put the same amount on code 4005, 4474 and 3810 yet I contribute 100% to own med?

  Written by Marc   Posted 19 August 2014

Why would an employer put the same amount on code 4005, 4474 and 3810 yet I contribute 100% to own my medical aid? The deductions are directly subtracted from my CTC and the company contributes 0% and therefore I don't have any fringe benefit.

Can we claim if we pay for our uniforms?

  Written by Marc   Posted 18 August 2014

We are wearing uniforms at the medical practice where I work and we are spending money on this monthly can we claim from SARS for this?

IS A PENSIONERS MEDICAL AID SUBSIDY TAXABLE

  Written by Marc   Posted 18 August 2014

IS A PENSIONERS MEDICAL AID SUBSIDY TAXABLE

Are ex company 50% share of med subs taxable in hands of retiree of over 70?

  Written by Marc   Posted 14 August 2014

I AM OVER 70 AND RETIRED . IF MY EX EMPLOYER PAYS 50 % OF MY MED SUBSCRIPTIONS MAY I CLAIM IT.S SHARE TOGETHER WITH MY SHARE FOR TAX PURPOSES SAY FOR THE LAST 3 YEARS THANKS?

How do I know the stuff that I have is tax free or is taxable?

  Written by Marc   Posted 13 August 2014

If I purchase products do I get tax deduction?

Reducing PAYE each month when paid by my employer?

  Written by Marc   Posted 12 August 2014

I receive a gross amount of R7000 a month from my employer.
Privately I pay medical aid and money to a Retirement annuity.

If I submit proof of this to my employer, can he reduce PAYE payments/deductions from my salary, taking into account these allowable deductions.

If my employer can do this does it then exclude me from having to file a tax return.

How to claim for medical aid that I pay 100% for as a sole member?

  Written by Marc   Posted 12 August 2014

I need help with my SARS claim regarding medical aid. I contribute 100% to the medical aid and I am the only member. I also contribute a pre-funding amount towards medical aid for the company for the purpose of retirement discount. How do I claim for my medical aid and what details and amount do I add?

Unemployed, still claim for medical aid and RA ?

  Written by Marc   Posted 9 August 2014

Hi TimI have been unemployed this year so have had no income, but have still paid monthly for my medical aid (me and my daughter) and for my RA. Would I be able to claim any tax rebate/refund for the medical aid or RA ?? Thanks Canz

Claim from SARS (tax rebate) for prescription spectacles. not on medical aid?

  Written by Marc   Posted 7 August 2014

Got prescription spectacles from Spec savers. Not on medical aid. Have the account plus receipts. Can I claim on my tax return?

Medical contribution for pensioner

  Written by Marc   Posted 7 August 2014

My siblings and I transfer funds to my mum's bank account monthly to contribute to a Discovery executive medical aid plan which is more than R4000/month; she is the main member. My mum gets a state pension fund which she lives on. She obviously will not submit a tax return. Now, can I claim the portion that I transfer to her account on my tax return. I have a EFT going out monthly from my account.

She is not fully dependent on me but obviously cannot afford a medical aid with a state ...

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What is a disabilty on vision?

  Written by Marc   Posted 5 August 2014

Hi Tim. Thank you for the useful information on tax matters. I just want to know the meaning of a disabilty.My wife cannot work without using prescription glasses. Is that a disabilty?

What are out of pocket medical expenses?

  Written by Marc   Posted 4 August 2014

How does medical expenses paid in cash effect my potential tax refund?

How can I indicate that I paid several months of my medical aid and new employer paid thereafter?

  Written by Marc   Posted 3 August 2014

I got a new job in July 2013 - which meant that my medical aid contributions were paid by me from Feb-June and came out of my salary after that. How do I reflect that on the form?

What documents are needed for submission of my ITR12 Tax Return?

  Written by Marc   Posted 3 August 2014

What is IT3b? And what other documents are needed from me so that I can submit my returns?

Medical deduction - who can claim?

  Written by Marc   Posted 1 August 2014

I am paying for a medical aid that I am not on, it is for my wife and 3 kids the medical aid is on her name but the payments are deducted from my bank account. Can I claim for this on my tax return? if the answer is yes what proof do I give sars because the medical aid certificate is on her name

Do I have to pay tax on medical aid contribution paid by my employer from whom I retired?

  Written by Marc   Posted 31 July 2014

I am retired but my previous employer still pays a part of my medical aid contribution on my behalf. Do I need to get an IRP5 from the employer even though I am not on their payroll any more or is this income exempt from tax?

Can I claim for domestic worker who looks after my disabled son?

  Written by Marc   Posted 31 July 2014

If I a employing someone to assist with with disabled son. This person is not qualified professional can I claim for part of the salary I pay her?

What qualifies as a PBO donation?

  Written by Marc   Posted 30 July 2014

Hi Tim,I have file my tax return for the 2011 and claim for donation on the code 4011 for the amount of R13500.00 to church of my choice for the faith of goodwill. All payments have been made in cash payments for that tax year of 2011. To my question is SARS selected me for auditing and I have provided them all documents like my medical aid certificates, RA Old Mutual ITC and my IRP5 certificate for 2011. Do I still need to provide the proof for that donation of the above amount and do I need to...

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What documents do I need?

  Written by Marc   Posted 29 July 2014

What documents do I need copies of to do my tax?

Claim for medical plan payments

  Written by Marc   Posted 28 July 2014

I have a Health Insurance Policy but not a medical aid! Can I claim for the contributions to this, amounts to about R10572-00.

How soon can I get my refund after audit completion?

  Written by Marc   Posted 25 July 2014

I received a verification letter from SARS and I called the call centre. They said my audit has been completed and I was told that my refund will take 21 working days and it might be selected for another audit. How true is this statement? Please assist Tim, 21 more days is a long way to go.
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