Apportioning claims on medical expenses between tax years
By Evan Robinson · Updated
Not sure if you can help me. I have a question re my personal tax return. I need to claim medical expenses covered that amounted to R19100-00, which my medical aid did not cover. This was paid in cash by me, but the problem is that this was paid in installments from 24-11-2012 up until 30-03-2015.
Can I not declare the full amount on my tax return or do I have to calculate the amount only for 2014 tax year? And if I do this what happens to the amounts paid during 2012 and 2013?
You are only able to claim the amounts in the years you paid them, so they would need to be split between the 2013, 2014, 2015 and 2016 tax returns.