DM
Dudu M

1 reviews | Active since Jun 2019

25 Jan 2022, 10:52

Old Mutual Retirement Fund - A finalized tax directive was received but no lump sum was declared

I am an ex Nedbank Employee. I resigned from Nedbank on 31st July 2013. This is been on ongoing issues for the past few years. When i try to file my tax return for year 2014 i get a message from SARS that i tax directive was issues by Old Mutual but no lumpsum was declared. I have been requesting a copy of the tax certificate to no avail. The directive number is ***9. I have been incurring admin penalties from SARS for all these years due to the inability to get the issue resolved.

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Replies (1)
Old Mutual
Old Mutual's reply25 Jan 2022, 10:54
Official
Dear Dudu M

Thank you for the review.

We apologise for the inconvenience caused. We will investigate and resolve with you directly.

Regards
Coleen Aanhuizen
Old Mutual Complaints Management