1 reviews | Active since Jul 2025
Urgent: Incorrect Tax Code on Pension Fund Transfer
I am writing to urgently address an issue regarding my recent tax submission. I have been informed by SARS that I owe an amount due to a withdrawal recorded from my pension fund. However, no withdrawal took place — my pension fund was transferred from Alexandra Forbes to iTransact.
It appears that the tax code used by Alexandra Forbes incorrectly indicates that I withdrew the funds, which has resulted in an inaccurate tax assessment and unfair taxation. This is a critical error that needs to be corrected immediately.
I have already phoned your office twice to request a correction, but have received no feedback or resolution to date. I am extremely concerned, as this is delaying my tax finalisation and potentially affecting my financial record.
