Deadmanza
Honorary Master
- Joined
- Sep 13, 2013
- Messages
- 12,762
No if you started it this year, you only add it to next years tax return, this year is March 2017 to Feb 2018
Thanks very much.
No if you started it this year, you only add it to next years tax return, this year is March 2017 to Feb 2018
I recently started a new RA with 10x, a couple of months ago to be exact. Should I be adding this to my return?
You would have gotten a tax certificate from 10X if you made contribution in Feb or earlier. If you contributed earlier than March, and you didn't get a certificate, you will have to follow up with 10X.
That message is linked to the outstanding tax directive.
You should still be able to file the return, you will however get a message saying that your assessment cannot be issued and that it will require manual intervention by SARS, and that SARS will contact you when they are done (I have no idea how long this might take).
So you can go ahead and file the return OR you need to ask your Employer to contact the administrator of the transferee fund (the fund where you transferred to) so that they can file / apply for the necessary tax directive from SARS. Once this is done the message should disappear and then you can file
As a matter of interest, when was the benefits transferred from the original retirement fund to the new retirement fund (did it perhaps happen after 28/02/2018) ?
Nope, only started last month, so will add it next year. Thanks all.
RA contributions are automatically added for you. Just download and keep the tax cert handy in case they ask. Was good to see my 10X contributions on the return this year without me needing to do anything.
Also submitted on 1st, still no Electronic refund line on my Statement of account.![]()
Your browser messed up ito pdf. Hapoens if I access their internet site via phone. On laptop it generates with amounts.I submitted mine last night. When I requested a calculation I see I have a decent refund owing to me and my IT34 confirms this amount.
This morning I requested a Statement of Account and its is blank.......no amounts or dates reflected on it....
Generate new StatementAlso submitted on 1st, still no Electronic refund line on my Statement of account.![]()
Generate new Statement
Hardly had to fill anything in this year. Pulled in my Discovery info and my 3 RA's. I really need to change my physical address - but was worried I would then need to go into SARS with proof, next years problem.