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Provident fund tax - beneficiary

Posted 23 June 2015

Fiki said:
3 June 2015 at 12:50

I have received some money from my partners provident fund, he is deceased. I have only received tax directive from his provident fund insurance, which is on his name. What else should I submit at sars for this, or the tax directive on his name, is it okay?

TaxTim Marc TaxTim Marc said:
5 June 2015 at 9:08

The IRP5 tax certificate will be enough, but would have appeared on his final return which the executor of the estate needs to complete.

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