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Deased lump sum.

Posted 15 May 2014 under Tax Q&A


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My husband passed on 2011 September and I had a lump sum paid out to me should I submit those statements at SARS?

This entry was posted in Tax Q&A and tagged , , . Bookmark the permalink.

TaxTim TaxTim says:
15 May 2014 at 15:22

The fund who paid the amount out would have already deducted the tax and paid this over to SARS. When you submit your 2014 tax return, the IRP5/IT3a document will already appear there. There is no more tax to pay. Just hold onto the document the fund issued you in case SARS asks for it.


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Let TaxTim
help you
submit your
Tax returns!


TaxTim will help you:

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 Avoid penalties
 Maximise your refund

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Tim uses your answers to complete your income tax return instantly and professionally, with everything filled in in the right place.

Let Tim submit your tax return direct to SARS in just a few clicks!