Question:
I just received the Metropolitan Retirement Annuity Fund-Income Tax Certificate of my late mother,so I would like to know if it is possible to claim as his son or beneficiary?.I can also provide her details if necessary!!!
Answer:
Brian, No, you cannot claim this. However, in the event that your late mother submitted a tax return for 2013/14 (or someone still needs to do so on her behalf), the any tax refund would fall into her estate.
The information and answers supplied in this section do not constitute advice as defined by the Financial Advisory and Intermediary Services Act, 37 of 2002.
