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Can my retirement annuity and charity contributions paid by my spouse be claimed by my spouse



Tidalwave says:
9 June 2015 at 19:17

Unemployed for past financial year and spouse paid my retirement annuity contributions and donations . Can he claim my retirement annuity contributions and donations against my spouses tax

TaxTim TaxTim says:
9 June 2015 at 20:59

Unfortunately not, these must be claimed by the person who benefits from the. However if the donations certificates are in his name then he can claim those.

Tidalwave says:
11 June 2015 at 4:36

Thank you for the email. If I become employed in this financial year, can I claim the retirement annuity payments and charity payments for 2014/2015 in the 2015/2016 tax year.

Does it not make a difference that we are married community of property?

Thank you
Tidalwave

TaxTim TaxTim says:
11 June 2015 at 17:39

You then need to file a tax return for the 2015 tax year, include these donations and retirement contributions, then in the 2016 year SARS will allow some of them as deductions.

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