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Helping Clients Understand Tax Filing and Health Coverage

Event Date: Tuesday, March 3, 2020 - 3:00pm to 4:00pm EST

Event Type: Webinar / Teleconference

ACE TA Center

In this webinar, learn about the connection between health coverage and taxes for your clients. Presenters from the ACE TA Center and NASTAD will:

  • Explain how to help your clients prepare to file their taxes, including which clients need to file based on their 2019 health coverage, and which documents they should gather in preparation to file
  • Walk through changes to relevant IRS forms and the tax credit reconciliation process for clients who received advance premium tax credits through the Marketplace
  • Explain who qualifies for (and how to obtain) an exemption from health coverage
  • Review an ACE TA Center tool to help clients understand how health coverage affects their tax filing
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