Health Insurance; Credit, Repayment, Penalty & Exemptions

Health Insurance and Miscellaneous Items Page

Disclaimer: ProTaxPro.com reserves the right to modify this information at anytime. This is not tax advice. The intended purpose is to help our users navigate the program.

Although we do our best to maintain this information and keep it current, tax laws are constantly changing, supported forms/documentation can change at anytime. We can not guarantee the that the information is current. You will always find the most up-to-date information on the IRS website or applicable State website.

There are two questions in regards to Health Coverage. The system uses the answers to these questions to either include or not include Form 8962 or Form 8962.

IMPORTANT

Form 8962 and Form 8965 will only be included if the applicable answer is selected on this page. This is true even if the Forms have been added and completed.

Exchange Provided Health Coverage (Question 1):

Yes - If anyone included in the tax return purchased health coverage through the Health Marketplace (Obamacare) at any time during the tax year.

No - Any other qualified health insurance (Employer Paid Health Insurance, State Health Insurance Medicaid, Medi -Cal, or any other State Paid Insurance/Similar Plan).

Form 1095-A, Form 1095-B, and Form 1095-C

Form 1095-A; Health Insurance Marketplace Statement.

Anyone who purchased their health insurance from the Health Care Marketplace any time in the year, will receive a Form 1095-A,

Form 1095-A is the only the Form 1095 that is required to be reported.

The information from Form 1095A will be reported on Form 8962.

Form 1095-B; Health Insurance Statement from Other Insurers; (Medi-Cal, Medicare, other similar state Health Insurance).

This type of health Insurance is not included in the tax return.

Form 1095-C; Health Insurance Statement for Employer Paid Health Insurance.

This type of health insurance is not included in the tax return.

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