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Medical expenses not payed by medical aid?

Posted 3 July 2013 under Tax Questions



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Last year when I submitted my expenses I received 30% back in returns from SARS. This year when I complete my return with expenses R10 431 it gives me a return of R833 please advise - there are 4 people on my medical aid and my company pays 2/3 of the premium. My annual income is R228 000

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TaxTimTaxTim says:
3 July 2013 at 8:54

This is because in order to qualify for any deduction of out of pocket medical expenditure the amount has to be greater than 7.5% of your taxable income, unfortunately with your income your other expenses are too small.


Rai says:
3 July 2013 at 8:56

Thanks Tim - can I ask another question can a person submit medical expenses out of this pocket if he does not belong to a medical aid scheme but is a taxpayer and is in the bracket to submit returns


TaxTimTaxTim says:
3 July 2013 at 10:57

Yes you can, SARS will determine what portion of this can be deducted, but you would enter this in the medical aid sections of your income tax return under 'amounts not recovered from medical aid'


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