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Under the Affordable Care Act, the Federal government, State governments, insurers, employers, and
individuals share the responsibility for health insurance coverage beginning in 2016. Many people
already have qualifying health insurance coverage (called minimum essential coverage) and do not
need to do anything more than maintain that coverage.

The individual shared responsibility provision requires you and each member of your family to either:

  • Have minimum essential coverage, or
  • Have an exemption from the responsibility to have minimum essential coverage, or
  • Make a shared responsibility payment when you file your 2016 federal income tax return in 2017.

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WHAT INFORMATION REGARDING MY HEALTHCARE

SHOULD I BRING TO MY TAX APPOINTMENT?

Be ready to answer the following questions:
  1. Did you have minimum essential healthcare coverage during 2016?
  2. If not, what months in 2016 did you have this coverage?
  3. Did you qualify for a hardship exemption? If so, you MUST apply for an
    Exemption Certificate Number(ECN) NOW! (See link below for Hardship Application Form)
  4. What months did you pay a health insurance premium and how much was it?
  5. What months did you receive a premium tax credit, and how much was it? If you received
    a premium tax credit, you must file a 2016 return, regardless of your income.


Bring the following documents, if applicable to you:

  1. Form 1095: Provides information needed to report that you, your spouse, and individuals you claim as dependents had
    qualifying health coverage (referred to as "minimum essential coverage") for some or all months during the year
    • Form 1095-A: Provided by the Healthcare Marketplace (Mandatory for 2016)
      If you or your family members enrolled in more than one qualified health plan policy,you will receive a Form 1095-A for each policy.
    • Form 1095-B: Provided by the insurance company or the sponsor of the plan for coverage (Mandatory for 2016)
    • Form 1095-C: Provided by your employer (Mandatory for 2016)
  2. Marketplace Letter/Notice of Exemption Eligibility with your Exemption Certificate Number (ECN)
  3. Copy of tax returns and/or nontaxable income for all family members claimed on your return
  4. 2016 Healthcare Organizer: Please complete as much of this checklist as you can (only 2 pages). It can be found at the following link: 2015 Health Care Organizer


USE THE LINKS BELOW FOR A QUICK REFERENCE TO HEALTHCARE.GOV:

WHAT IS MINIMUM ESSENTIAL HEALTH CARE COVERAGE?

HARDSHIP EXEMPTIONS FOR NOT HAVING HEALTH INSURANCE

Click Here for the Hardship Application Form


IMPORTANT DEADLINES FOR THE HEALTH INSURANCE MARKETPLACE


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Phone Scams Continue to be Serious Threat, Remain on IRS "Dirty Dozen" List of Tax Scams for the 2016 Filing Season


Remember: The IRS doesn't initiate contact with taxpayers by email to request personal or financial information. This includes any type of electronic communication,
such as text messages and social media channels. The IRS does not call taxpayers with threats of lawsuits or arrests.

IDENTITY PROTECTION: PREVENTION, DETECTION AND VICTIM ASSISTANCE (Click Link)