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 Income Tax Issues v4, Scope: e-BE and eB only

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Kerry1136
post Mar 13 2016, 11:31 AM

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Guys under the section: EDUCATION & MEDICAL INSURANCE

It states
A relief not exceeding RM3,000 is available on insurance premiums
in respect of
education or medical benefits for an individual,
husband, wife, or child.

Does that mean I can include my wife medical premiums too?
I'm filing individually btw, but I'm paying for my wife's insurance though its not under my name.
Kerry1136
post Mar 13 2016, 11:53 AM

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QUOTE(wil-i-am @ Mar 13 2016, 11:52 AM)
If m not wrong, nope as u must b d beneficiary
*
Beneficiary means the account policy holder's name?

Shucks because the description mentioned individual / husband / wife.
Kerry1136
post Mar 19 2016, 09:38 AM

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Is the site down?

Somehow I can't seem to enter, the lousy webpage does not tell whats the error message just click [HANTAR] multiple times but does not respond.
Kerry1136
post Mar 25 2018, 12:51 PM

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Got a question, Education and medical insurance / can I claim maximum of 3000 if I'm paying over 5k of yearly insurance for both myself, wife and child?

My wife is not working btw however their premiums are under their name.

"A relief not exceeding RM3,000 is available on insurance premiums in respect of education or medical benefits for an individual, husband, wife, or child. The total relief in respect of premiums paid for insurance on education and medical benefits is restricted to RM3,000 for an individual and RM3,000 for the wife who has source of income. If the husband or wife elects for joint assessment, the relief allowed for the total of premiums paid for insurance on education and medical benefits is restricted to RM3,000. Refer to Working Sheet HK-14"

I have no idea what it meant.
Kerry1136
post Mar 25 2018, 01:24 PM

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QUOTE(postfishcracker @ Mar 25 2018, 12:59 PM)
you can claim maximum of rm3,000 for education and medical insurance.
https://cukaipendapatan.wordpress.com/2016/...-30-april-2017/
*
I'm well aware of that dude, what I'm saying is can I include my non-working wife's premium into mine which adds a total limit of RM3,000 or only for myself which is only RM1,700'ish.
Kerry1136
post Mar 25 2018, 02:01 PM

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QUOTE(suadrif @ Mar 25 2018, 01:35 PM)
same case as mine.
i paid insurance for my fulltime housewife. is it claimable?

another thing is, my internet and postpaid are all autobilling, with no receipt.
is that OK?
*
Same here, I paid insurance for myself, kids and fulltime wife. I know the limit is RM3,000 but if possible I would like to claim max it else it will only be individual.

To answer your question bro, my internet is also autobilling. Definitely can since you can always call your service provider to produce the yearly statement.

My internet is TIME, autodebit...I called their customer service to pull a yearly statement for me.
Kerry1136
post Mar 26 2018, 10:33 AM

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QUOTE(suadrif @ Mar 26 2018, 10:26 AM)
the annual statement is also bill right? not receipt?
*
Bill or receipt also can providing if you have sufficient proof.
Kerry1136
post Mar 26 2018, 11:48 AM

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QUOTE(suadrif @ Mar 26 2018, 11:19 AM)
ok nice.
now only pending confirmation on wife insurance.

how bout u? u claim also?
*
Plan to go LHDN office and inquire.

I tried calling their customer service. Let's just say the service is not there at all.


Kerry1136
post Mar 27 2018, 11:55 AM

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QUOTE(suadrif @ Mar 26 2018, 11:19 AM)
ok nice.
now only pending confirmation on wife insurance.

how bout u? u claim also?
*
Just fyi I went to income tax office and spoke to two person.

They said it's okay to add the total of yourself spouse and child limit up to RM3000.
Kerry1136
post Mar 27 2018, 02:36 PM

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QUOTE(suadrif @ Mar 27 2018, 12:45 PM)
OK bro.
thanks for your info  :thumbsup:
*
No worries bro.
Kerry1136
post Mar 29 2018, 04:10 PM

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QUOTE(postfishcracker @ Mar 29 2018, 03:25 PM)
If you paid (your name in payment slip) for your wife you can claim it.
*
It's auto-debit to my credit card every month.

It's in the statement.
Kerry1136
post Apr 11 2020, 12:10 PM

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Hi Can anyone advice where to check the status on whether they have filed / processed or paid because I have filed myself and my wife on the 23rd March.

I got paid on 3rd April but my wife no status yet.

Please advice.
Kerry1136
post Apr 11 2020, 12:21 PM

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I went to e lejar and all I see is the balance to be given back and that’s it.
Kerry1136
post Apr 11 2020, 02:08 PM

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QUOTE(GrumpyNooby @ Apr 11 2020, 12:24 PM)
If your ledger has below two lines, then your filing has been processed:

XX/0X/2020 XX/0X/2020 Taksiran Disifarkan
XX/0X/2020 XX/0X/2020 Bayaran Balik
*
QUOTE(thecurious @ Apr 11 2020, 01:50 PM)
if you see the bayaran balik in your e-lejar. probably be refunded after 5 days at least.
*
I don't see those that u mentioned in e-lejar.

I only see

Baki Cukai
Bayaran Belum
Boleh Guna
Baki Lejar

And the amount.
Kerry1136
post Apr 11 2020, 02:12 PM

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QUOTE(GrumpyNooby @ Apr 11 2020, 02:09 PM)
Did you click into specific year like 2019?

Example:
user posted image
*
Yup I see it and I also see that there's also bayaran lebihan - RM x,xxx but it didn't mention anything bout tafsiran and what not.
Kerry1136
post Apr 11 2020, 02:15 PM

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QUOTE(GrumpyNooby @ Apr 11 2020, 02:13 PM)
Then it's either has not started or still under processing.
*
Ah okay thanks!

Just felt weird that I submitted both mine and hers on the same day (23rd March) and I've gotten mine on (4th April)

And the funny thing is the amount excessive is much lower compared to mine but I got paid instead.
Kerry1136
post Apr 11 2020, 04:07 PM

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QUOTE(GrumpyNooby @ Apr 11 2020, 12:11 PM)
Please monitor your filing status using e-Lejar especially if you're expecting an excess refund.
*
QUOTE(GrumpyNooby @ Apr 11 2020, 02:15 PM)
Same LHDN branch?
How "close" are the BE serial number?
*
Ah yes the BE is way off and also different branch her is in KL mine is in PJ.

You are right.
Thanks never thought of that.

 

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