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Unemployed but paying medical aid contributions. Tax implications?

Posted 1 October 2014 under Tax Q&A


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Hi Tim. I worked for 2 months in the 2014 YOA. I then left work upon the birth of my child. I am the principal member of our family's medical aid (myself, husband and child) and the contributions are paid from my bank account. Since I left work, my husband transfers money into my bank account for the payment of the medical aid. Do I claim this on my tax return even though I am not employed? Should my husband claim it even if the policy is not in his name? I did have income this year so if I claim it, I would be able to receive a tax credit. But what should we do going forward? Thanks!

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TaxTim TaxTim says:
2 October 2014 at 8:05

Going forward you would not receive any benefit as you are not working so there is no tax to claim the credit against. It would be best to transfer the medical aid into your husband's name and SARS will only accept the claim on his side if that is the case.

Sarah says:
2 October 2014 at 11:13

Thank you for your response!

TaxTim TaxTim says:
2 October 2014 at 23:09

Only a pleasure!


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