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Thread: Fertility Treatment and Tax Return Claims

  1. #1
    Join Date
    Jul 2010
    Location
    Northern Suburbs, Gauteng
    Posts
    1,137

    Question Fertility Treatment and Tax Return Claims

    I know there has been some discussion around this point in the recent past, but haven't found what I'm looking for.

    Can anyone help with how you go about claiming back the cost of your fertility costs. And what % can assume you would get back from the tax man?

    Any insights / input would really help.

    Thanks gals

  2. #2
    Join Date
    Sep 2010
    Location
    Parkhurst, Johannesburg
    Posts
    1,686

    Default

    Hi Mumsoon

    I'm not sure what you can expect to get back ... probably depends on a whole lot of things.

    Not sure which medical aid you are on but we're on Discovery and when they send you the annual tax certificate it's listed on there the total of the claims that they didn't pay (so you don't have to try to work it out yourself). Obviously for this to work you need to claim on everything even when you know medical aid doesn't cover it. You plug this figure into your form et voila.
    TTC since April 2009, broody since forever.
    Me (34): Diaphragmatic & pelvic endo (S3), septate uterus, hostile CM, early ovarian ageing.
    DH (34): mixed reviews re: morphology (7%), but mostly thumbs up.

    Vitalab Dr. G <3

    4-8/2010: IVP; 2xHSG; IUI BFN; 1 laparoscopy; 3x hysteroscopies
    9,10,11/2010 medicated cycles BFNs
    Feb 2011: IVF#1 (w/IL & acupuncture) 2x 5D embryos BFN
    April 2011: IVF#2 converted to IUI w/IL BFN
    May, June, July: DHEA & Pycnogenal therapy
    July 2011: IVF#3 (w/IL & acupuncture) 3x 5D embryos BFP!!!
    11/13/15DP5DT betas 327/647/1579
    It's a BOY ( :

    Obstetrician: Dr Rene van Rensburg: Sandton Clinic
    Complications: compromised uterus (from hysteroscopies); incompetent cervix (stitched); complete placenta previa (grade 4).

    Beautiful baby James born 5 April 2012 | C-section | 36w3d | 2.6kg
    Impossible to be happier!

    Spontaneous BFP 8/7/2013 !!!
    DHEA & Pycnogenal
    5 week (15DPO) beta 2800
    7 week scan saw a beautiful little heartbeat <3
    12 week scan all good: cervix stitched
    EDD Feb / March 2014
    Still feels too good to be true.

  3. #3
    Join Date
    Jul 2010
    Location
    Northern Suburbs, Gauteng
    Posts
    1,137

    Default

    Thanks Havanna. I am actually with Discovery and just checked our claim transaction history for the last tax year - I still can't believe how much they didn't cover - R114,000!!!!!

    I wonder what % of this I would be able to get back. I assume there is nothing 'special' that we have to do, just fill out the tax return as normal?

  4. Default

    You just fill in the amount that was not covered Discovery on your tax return. (make sure you have all the invoices, statements etc as SARS may do an audit)

    The amount you can claim back depends on your taxable income if it is higher than a certain percentage (think it is currently 7%) of your taxable income then you can claim it back. Thus the higher your income the less you can claim.
    TTC - 3 years
    Me - Endo
    DH - 200%

  5. #5
    Join Date
    Sep 2010
    Location
    Parkhurst, Johannesburg
    Posts
    1,686

    Default

    Good luck ... hope you get loads of cash back ( :
    TTC since April 2009, broody since forever.
    Me (34): Diaphragmatic & pelvic endo (S3), septate uterus, hostile CM, early ovarian ageing.
    DH (34): mixed reviews re: morphology (7%), but mostly thumbs up.

    Vitalab Dr. G <3

    4-8/2010: IVP; 2xHSG; IUI BFN; 1 laparoscopy; 3x hysteroscopies
    9,10,11/2010 medicated cycles BFNs
    Feb 2011: IVF#1 (w/IL & acupuncture) 2x 5D embryos BFN
    April 2011: IVF#2 converted to IUI w/IL BFN
    May, June, July: DHEA & Pycnogenal therapy
    July 2011: IVF#3 (w/IL & acupuncture) 3x 5D embryos BFP!!!
    11/13/15DP5DT betas 327/647/1579
    It's a BOY ( :

    Obstetrician: Dr Rene van Rensburg: Sandton Clinic
    Complications: compromised uterus (from hysteroscopies); incompetent cervix (stitched); complete placenta previa (grade 4).

    Beautiful baby James born 5 April 2012 | C-section | 36w3d | 2.6kg
    Impossible to be happier!

    Spontaneous BFP 8/7/2013 !!!
    DHEA & Pycnogenal
    5 week (15DPO) beta 2800
    7 week scan saw a beautiful little heartbeat <3
    12 week scan all good: cervix stitched
    EDD Feb / March 2014
    Still feels too good to be true.

  6. #6
    Join Date
    Jan 2011
    Location
    Kyalami, Johannesburg
    Posts
    1,153

    Default

    Shewie that is a lot!! GL hope you get some money back
    Am also with Discovery, so is good to know.
    Me: 38 - PCOS (eltroxin & glucophage), endo II
    DH: 38
    DD born March 2009

    TTC baby # 2 since April 2010
    M/C @ 7 weeks in Oct 2010
    Spontaneous BFP - 02.11.11
    21.06.12 - healthy baby boy born

  7. #7

    Default

    Hi

    I just took all my statements and receipts basically everything I paid cash for and the medical aid didnt cover. When i did my tax claim I just put all the amounts in and sent it off. I got notification that I was going to be audited. I sent through all my reciepts and statements as proof and got about 60 % of my money back for all the treatments I did. And I am on Prosano Medical Aid.

    Goodluck

  8. #8
    Join Date
    Jul 2010
    Location
    Northern Suburbs, Gauteng
    Posts
    1,137

    Default

    Thanks for all the comments and advise. Got all my documentation in order, now need to wait for IRP5 to file my return. I really hope that I get a fair amount back

    Michelle - 60% is really great. I would be thrilled with that!!!!

  9. #9

    Default

    You can also add any prescription meds etc that isn't covered as long as you have your receipts. Remember for once baba is born and you go and have the vaccinations that are not on the govt. list. They add up!

  10. #10

    Default

    Hi

    Also remember to keep receipts for all other expenses that wasn't submitted to the medical aid in order for them to "reject" or not pay (i.e stuff paid in cash). You can add these to the amounts that you claim. You can also add your medical aid contributions to this amount as this is also a "medical" expense (but this is also capped). It is then based the amount above a 7.5 % on your taxable income. I will pm you with the guide from SARS.

    Regards
    Snip

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