Blog Q&A Calculators Students Logbook Contact
Earn under R350,000?Click here to see why you still need to file to get your Tax Refund.
CLOSE
Get Your Tax Done in 20 Minutes

  File Your Return with Confidence
  Quick. Easy. Correct!
  First time users SAVE 15%!

Click here

Medical expenses not payed by medical aid?

Posted 3 July 2013 under Tax Q&A


Let TaxTim
help you
submit your
Tax returns!


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 →
Last year when I submitted my expenses I received 30% back in returns from SARS. This year when I complete my return with expenses R10 431 it gives me a return of R833 please advise - there are 4 people on my medical aid and my company pays 2/3 of the premium. My annual income is R228 000

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

TaxTim TaxTim says:
3 July 2013 at 8:54

This is because in order to qualify for any deduction of out of pocket medical expenditure the amount has to be greater than 7.5% of your taxable income, unfortunately with your income your other expenses are too small.

Rai says:
3 July 2013 at 8:56

Thanks Tim - can I ask another question can a person submit medical expenses out of this pocket if he does not belong to a medical aid scheme but is a taxpayer and is in the bracket to submit returns

TaxTim TaxTim says:
3 July 2013 at 10:57

Yes you can, SARS will determine what portion of this can be deducted, but you would enter this in the medical aid sections of your income tax return under 'amounts not recovered from medical aid'


Get Tax Deadline Reminders, News and Tips
 

We'll tell you when you need to file, along with tax tips and updates.

Blog Categories


Let TaxTim
help you
submit your
Tax returns!


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