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Who is liable to claim the medical contributions? Is it me whose account is debited or him?

Posted 8 August 2013 under Tax Questions



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I put my parents on a medical aid and my Mum is the principal member with my Dad and sister as dependents. However, for ease of convenience the debit for the medical aid goes off my bank account and not theirs, but my Dad pays me back by paying off my other accounts.
When I submitted the claim, I put this medical costing as a claim on my Dad's return - what was owing to him is now him being held liable to pay SARS that money back. Can they do this??
I have my own medical aid with my daughter as my dependent.

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TaxTimTaxTim says:
12 August 2013 at 23:06

The problem is showing SARS that he is the one actually paying the medical aid. It would make more sense for your mother to claim as the certificate is in her name. However you could dispute this and would have to show accounts, letters and agreements as well as movements through bank accounts showing how he actually pays for it.


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