Helping Clients Understand Tax Filing and Health Coverage

ACE TA Center

Webinar for staff who provide guidance on health insurance coverage to review the connection between health coverage and taxes for their clients. Presenters covered:

  • How to help 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
  • Changes to relevant IRS forms and the tax credit reconciliation process for clients who received advance premium tax credits through the Marketplace
  • Who qualifies for (and how to obtain) an exemption from health coverage
  • A tool to help clients understand how health coverage affects their tax filing

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