Do your Tax with TaxTim and WIN R10,000  More info   T&C's apply


Medical deductions - sole beneficiary or payer?



JenMin says:
1 July 2015 at 15:24

My mother pays for my medical aid. I am not a dependent on her medical aid, I am the only member/beneficiary on my own plan with a different provider. I earn my own income and as such have to submit a tax return. Is the amount that is paid by my mother deductible from my income or hers under the "Medical Deductions" section on e-filing?

TaxTim TaxTim says:
1 July 2015 at 16:27

How old are you?

JenMin says:
1 July 2015 at 17:13

21 years old.

TaxTim TaxTim says:
1 July 2015 at 17:40

She can deduct this amount in her income tax return as the law allows her to do so given your age.

JenMin says:
1 July 2015 at 18:33

Does it make a difference whether or not I live with her? At what age can she no longer claim it?

TaxTim TaxTim says:
1 July 2015 at 18:43

No it does not, if she supports you in anyway and you are financially dependent on her in some way then she can claim the medical aid.

TaxTim TaxTim says:
1 July 2015 at 19:20

Are you financially dependent on her?

JenMin says:
1 July 2015 at 19:52

I think to an arguably extent.
Thank you so much - this has been very helpful.

TaxTim TaxTim says:
1 July 2015 at 20:12

Then she can claim the medical aid and as you are under 26 years old this will be allowed.

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




Submit your tax return right here!

TaxTim will help you:

 Do Your Tax Return Easily
 Avoid penalties
 Maximise your refund

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!

Get started

Blog Categories


Ask TaxTim

Got a question you want answered about tax?

Visit our helpdesk →

Get SARS Tax Deadlines in your Inbox
We'll tell you when you need to file, along with tax tips and updates.