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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.

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