Enrollment the individuals who would be in your tax family for the year of coverage Form 1095-A will list all enrolled individuals in Part II on your Form 1095-A. Cat. No. 60703Q Form 1095-A 2018 Instructions for Recipient You received this Form 1095-A because you or a family member enrolled in health insurance coverage through the Health Insurance Marketplace. Enrolled individuals aren t individuals who would be in your tax family for the year of coverage your Form 1095-A will include...
2015 1095 a

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Who needs a form 1095-A?

Form 1095-A, this form provides important tax information about the cost of health insurance and the federal subsidy that you may have received in 2016. This subsidy, known as the Premium Tax Credit (PTC), makes the cost of healthcare coverage cheaper for individuals who purchased plans through the health insurance marketplaces. Unlike most tax credits, the government pays the PTC in advance each month directly to insurers.

What is form 1095-A for?

Form 1095-A provides a report of these advance payments to the taxpayer. If you receive a 1095-A, you need to use it to complete your tax return and another new IRS form, Form 8962.

Is it accompanied by other forms?

Form 8962 reconciles the monthly Premium Tax Credit payments reported on 1095-A with your actual annual income and family size. With that information, you can determine if the subsidy payments paid to the insurer throughout the year were too high or too low. If they were too high, the IRS will take the difference from your tax refund. Conversely, if the payments weren’t enough, the marketplaces will pay out the remaining credits to you.

When is form 1095-A due?

There is no due date for filing the Form 1095-A. It is an annual return used by taxpayers to fill out Form 8962, which in turn is due April 17, 2017.

How do I fill out a form 1095-A?

The Form 1095-A is completed by health insurance providers who offer coverage through the Health Insurance Marketplace. There are three sections to the form; Part I, Recipient Information, Part II, Covered Individuals, and Part III, Coverage Information. For the taxpayer, the Form 1095-A is for informational purposes only. It does not have to be filed with your tax return. However, information from the Form 1095-A is needed to complete the Form 8962 (Premium tax Credit).

Where do I send it?

Form 1095-A is not to be filed with IRS. Health Insurance Marketplaces fill it out for each individual that they provide health coverage to, which is why they must send it directly to the insurance holder.

Video instructions and help with filling out and completing 2015 1095 a
Instructions and Help about 2017 form 1095 a pdf

Thanks for selecting the following tax layer probe training video in this video we'll discuss form 1095-a health insurance marketplace statement we'll talk about reconciling the net premium tax credit and we'll talk about filling out form 89-62 in the desktop software form 1095-a should be received by any person on the tax return covered by a marketplace plan the 1095-a should be issued by January 31st and taxpayers should wait to receive the 1095-a before filing their tax returns part 1 of the 1095-a reports information about you or the taxpayer the insurance company that issued the policy and the marketplace where the taxpayer enrolled in the coverage part 2 reports information about each individual who is covered under the policy this information includes the name social security number date of birth and the starting and ending dates of coverage for each covered individual while part 3 reports information about the insurance coverage that you will need to complete form 89-62 to reconcile the advance credit payments or to take the premium tax credit when the tax payer files his or her return next we'll look at a completed fictitious 1095-a and then put the information into a tax return now the 1095-a that you see here is broken up into its parts so that we can more easily see the information contained on the form the information on the form 1095-a that's needed to complete the net premium tax credit or form 89-62 includes the following the policy number for the policy that the individual on the tax return purchased from the marketplace or the state healthcare exchange each individual covered under the policy and the months that each person and coverage and part three contains the enrollment premiums which of the amount of the premiums for the months in which any individual on the tax return was enrolled in one or more qualified health plans and this is found in part three column a of the form 1095-a column B of this form contains the applicable second lowest cost silver plan or SLC SP that applies to the taxpayers who received the 1095 a it's not necessarily the plan to which the taxpayers enrolled but it's used to determine the net premium credit and again these SLC SP or second lowest costs silver plan amounts are found in part three column B of the form 1095-a certain 1095 a's that are issued to policyholders don't have an amount listed for the SLC SP because the taxpayer didn't request financial assistance at the time that they purchased the policy if there is no SLC SP or if no SLC SP is contained on the 1095 a the marketplace website has a premium tool that can be used to determine the SLC SP if the policyholder shares this policy with an individual that is not on the same tax return as the policyholder the 1095-a will be shared with that other individual this is known as a shared policy and a shared policy allocation if the policy holder does not share the policy with a person who is not on the tax return and follow the next steps to...