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Medical contribution for pensioner

Posted 7 August 2014 under Tax Q&A


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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 pension.

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TaxTim TaxTim says:
8 August 2014 at 13:06

Yes you can, you will need to show the proof of transfer and bank statements and of course her medical aid certificate in order to claim. Provided she is financially dependent on you.

Confused says:
8 August 2014 at 13:26

Thanks Tim.

I take it that you are referring to:

1. My bank statements and
2. My mum's medical tax certificate from Discovery

What code do I use to enter this figure on the return?

TaxTim TaxTim says:
10 August 2014 at 22:00

You would include this under the 4040 code and add an extra beneficiary to your already existing members. This is under the medical section of the return.


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