Any other person recognised as a dependent in terms of the rules of a medical scheme or fund.mother, father, sibling, mother or father-in-law, grandparent or grandchildren) Any other member of your family who relies on you for family care and support (e.g.under 26 years of age, but partly or entirely dependent on you for maintenance, not yet liable to pay normal tax themselves and a full-time student at a publicly recognised educational institution like a university or technikon.under 21 years of age, but partly or entirely dependent on you for maintenance and not yet liable for normal tax themselves, or.son, daughter, stepchild or children, adopted child or children) who was alive during any part of the year of assessment, and provided that on the last day of the year of assessment he / she was unmarried and: A child and the child of a spouse (e.g.A spouse (husband, wife or same sex partner).Here’s a handy list of who SARS considers dependents: Who SARS Considers as Dependents for Medical Expense Claims For this reason, it’s important to understand what SARS considers as ‘dependents’. Many people are unsure of what medical expenses are allowed, and even more unaware of the medical aid tax credit calculations used.īefore we get into the actual numbers, it’s likely that you’re not only paying for your own medical expenses but probably for those of your immediate and sometimes extended family too. SARS does not give money back unless tax has been paid already. This means that if you don’t earn an income, but do contribute to a medical aid, you can’t claim the medical credit. You can't carry any unused credit over to the next tax year and it won't ever result in a standalone refund from SARS. This means that your contributions to a medical aid, as well as a portion of your ‘qualifying expenses’ (certain medical related spend), is converted to a tax credit, which is deducted from your overall tax liability (the amount of tax you have to pay SARS). Luckily, certain medical expenses may come with a bit of tax relief in the way of tax credits.Ī tax credit is a deduction off your tax payable. However, it's an outlay that few of us can avoid. Private medical treatment is increasingly pushing the limits of medical aid scheme benefits and our own wallets.
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