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Helping Clients Understand Tax Filing and Health Coverage, 2019

March 2019

ACE TA Center

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In this webinar, participants learned about the connection between health coverage and taxes for your clients. Participants learned how to help your clients prepare to file their taxes, including which clients need to file based on their 2018 health coverage and which documents they should gather in preparation to file.

The webinar also walked through the tax credit reconciliation process for clients who received advance premium tax credits through the Marketplace, and explained who qualifies for (and how to obtain) an exemption from health coverage. The webinar also reviewed an ACE TA Center(link is external) tool to help clients understand how health coverage affects their tax filing.


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