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Incorrect year on tax directive is stopping processing of tax return

Posted 19 August 2015

Mark says:
18 August 2015 at 23:15

Momentum paid out a small pension surplus to me in April 2015 (falls in the 2016 tax year) but dated the tax directive for the 2014 tax year, SARS are refusing to process my tax return due to the income not appearing on my IRP5. Can the directive be amended or is there any other solution available?

TaxTim TaxTim says:
19 August 2015 at 11:28

It would be best to take this up with Momentum and get the Directive amended so that it reflects the correct date.

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