LT
Lesego T
1 reviews | Active since Oct 2017
18 Nov 2019, 22:01
Retirement funds
Transferred 100% funds from Super Fund to another fund in 2017. Old Mutual submitted and IT3b to SARS for my 2018 tax year. I am now liable to for R11k tax, without withdrawing the money. I have called the call centre since May 2019 (when I first found out about the IT3b) for assistance, without much joy. I have now, after a lot of research, learnt that Old Mutual was supposed to issue an IT3a (as I transferred 100% of funds with no withdrawal), to indicate that the non-taxable income.
Please assist ASAP.
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Old Mutual's replyOfficial
19 Nov 2019, 08:23Dear Lesego Taunyane
I acknowledge receipt of your complaint. This matter will be investigated and I will be in contact with you.
RegardsKareemah Sulayman
Old Mutual Complaints Management
I acknowledge receipt of your complaint. This matter will be investigated and I will be in contact with you.
RegardsKareemah Sulayman
Old Mutual Complaints Management
Old Mutual's reply19 Nov 2019, 08:23
Official
Dear Lesego Taunyane
I acknowledge receipt of your complaint. This matter will be investigated and I will be in contact with you.
RegardsKareemah Sulayman
Old Mutual Complaints Management
I acknowledge receipt of your complaint. This matter will be investigated and I will be in contact with you.
RegardsKareemah Sulayman
Old Mutual Complaints Management