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Can I get an IRP5 for state pension?

Posted 3 July 2014 under Tax Q&A


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Can you please advise me regarding the following:

My Mother-in-law is a SASSA Old Age Grant recipient, she also earns a very small pension from her late husband's pension fund. Her medical expenses uses up almost half of her income. Can she obtain a IRP5 for her state pension as well as the other small income and then submit a ITR12 form through eFiling? If so, where can she obtain a IRP5 for her SASSA grant?

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TaxTim TaxTim says:
3 July 2014 at 19:33

Unfortunately not for the state pension, but she can for the amount from the pension fund. However does she earn more than about R100 000 on that pension per year?

Vis says:
4 July 2014 at 7:44

Thank you for your response.
To your question whether she earns more than R100 000 P.A. on the other pension - the answer is no, she earns about R17 000 P.A. on this pension. Her medical expenses is about R10 000 P.A.

TaxTim TaxTim says:
4 July 2014 at 11:22

Then she will not be able to claim the medical expenses as she does not pay any tax to be able to be refunded. Only if someone where paying her medical expenses such as her son or daughter because they financially support her would they be able to claim it on their return.


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