Do your tax with TaxTim and WIN R10,000  T&C's apply
How do you currently do your tax?
SARS eFiling Tax Practitioner Auto-assessment New to tax

What is my claimable medical contribution as a pensioner?

I am a pensioner and my part of my medical contribution is paid by my pension fund from my previous employer. I don't see any of this reflected on the IRP5 from my pension fund, but I do get a medical certificate from Discovery indicating the full contributions, along with a letter from the pension fund indicating what was paid by said pension fund.

What is claimable? The full contribution, or only the amount that I pay?

TaxTim TaxTim says:
22 November 2012 at 18:32

In this case you would only enter the total amount paid to the medical aid because, and I am only assuming here, the pension payout each month is reduced by the medical aid payment so in effect you are paying the entire amount anyway, just from different sources.

Is there a tax amount appearing on the IRP5 from the pension fund?

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

Do your Tax Return in 20 minutes or less!

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.