Tuesday, January 19, 2016

The “Marketplace Tax Form 1095-A Cover Sheet” is available online


This form is available in English and Spanish, depending on the viewer’s language preference.

 

Agents and brokers can review the cover sheet to understand what consumers will receive with their Form 1095-A, “Health Insurance Marketplace Statement.” The cover sheet includes information explaining that consumers must file a 2015 federal income tax return if a member of the household received advance payments of the premium tax credit (APTC) in 2015, why the Form 1095-A is available, and how to use it.

As a reminder, consumers will receive a cover sheet and populated Form 1095-A if they or a member of their households were enrolled in a qualified health plan through the Marketplace for any months in plan year 2015. Please see the following link for additional forms and applications: https://Marketplace.CMS.gov/applications-and-forms/notices.html.

 

The Centers for Medicare & Medicaid Services (CMS) will continue to provide emails in the coming weeks with information on tax season readiness and tools.

 

While you may share information with your clients about the APTC reconciliation process and the forms they will receive, it is important that agents and brokers not provide any tax filing advice or answer any tax filing questions. Please refer clients seeking answers to their questions or advice regarding their personal situations to tax professionals for assistance. For more information on the tax assistance options available, direct consumers to visit IRS.gov/freefile or IRS.gov/VITA.
 

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