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Can my wife claim our expenses out of pocket, if the medical aid is in my name?

Posted 22 September 2014 under Tax Questions

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Thank for a great site.
I am a public servant and belong to a medical aid. Me and my work contribute to my medical aid on which my wife and children is dependents. My tax certificate from my medical aid is in my name and shows an amount paid out of pocked not paid by medical aid. May my wife claim this amount on her tax return? She earns less than me and will most probably fall over the 7.5%, which means that she will get some of our expenses back?

Most of the expenses was actually paid by herself to the doctors, after shortfall payments from the medical aid.

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TaxTimTaxTim says:
23 September 2014 at 8:45

Your wife can only claim the expenses that she pays herself in her name and not anything which is in your name.


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