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Helping Clients Understand Tax Filing and Health Coverage, 2018

March 2018

ACE TA Center

In this webinar, participants learned about the connection between health coverage and taxes for their clients. Participants learned how to help their clients prepare to file their taxes, including which clients need to file based on their 2017 health coverage and which documents they should gather.

The webinar also walked through the tax credit reconciliation process for clients who received advance premium tax credits through the Marketplace. Whom qualifies for (and how to obtain) an exemption from health coverage was also addressed. There was also a review of an ACE TA Center tool to help clients understand how health coverage affects their tax filing.  

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