How to declare against source code 4238

By Marc Sevitz · Updated

Tax

Tax said:
3 August 2015 at 21:18

I have received a tax certificate from Allan Gray for one of my investments, there's an amount against the source code: 4238 - Taxable Local Dividends. How do I declare an amount received for this source code on e-filing?
TaxTim Marc

TaxTim Marc said:
3 August 2015 at 21:52

In the opening questions to your Tax Return, navigate to other "Other Taxable Receipts and Accruals":

Indicate "Yes" for the below question:

"Did you have any receipts and accruals not addressed by the previous question but excluding amounts you consider non-taxable"

Then, In your Tax Return, scroll down to "Other Taxable Receipts and Accruals" and enter the amount from the Tax Certificate under "Other" - source code 4214. In the description, type "Income from REIT".

Taxable local dividends refer to income from Real Estate Investment Trusts (REITS).