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Helping Clients Understand Tax Filing and Health Coverage, 2019

March 2019

ACE TA Center

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Webinar on explaining to clients the connection between health coverage and taxes, including:

  • How to help 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 tax credit reconciliation process for clients who received advance premium tax credits through the Marketplace
  • An explanation of who qualifies for (and how to obtain) an exemption from health coverage.
  • Review of a tool to help clients understand how health coverage affects their tax filing

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