How to complete your Retirement Annuity Fund Contributions on ITR12

If you receive the following error message on SARS eFiling, while completing the Retirement Annuity Fund Contributions section of your Income Tax Return (ITR12), please refer to the scenarios described below.
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Scenario 1 Taxpayer contributed to 1 retirement annuity policy
  • Where you made contributions to only 1 retirement annuity policy please indicate this next to To how many Retirement Annuity policy(ies) did you contribute during the year of assessment? The amount captured next to code 4006 must be the same amount that is reflected on your Tax Certificate received from your insurer or fund.
  • Next to Contributions made to this policy capture the same amount as for code 4006.

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Scenario 2 Taxpayer contributed to more than 1 retirement annuity policies

  • Where you made contributions to more than 1 retirement annuity policies, indicate this next to To how many Retirement Annuity policy(ies) did you contribute during this year of assessment?

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  • Provide details for each of the policies:

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Next to Contributions made to this policy capture only the amount for the policy in question continue to do this for each of your retirement policies:

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Once you have completed all the Details of Policy(ies) information for each of your retirement policies, add all amounts for Contributions made to this policy and capture the total amount next to Total contributions for this year of assessment code 4006 at the top of the section Retirement Annuity Fund Contributions:

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