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HCTC: Information for Qualified Family Members

Qualified family members of TAA recipients (including ATAA and RTAA recipients) or PBGC payees who enroll in Medicare, pass away, or finalize a divorce, are eligible to receive the HCTC for up to 24 months from the month of the qualifying event, or until January 1, 2014, when the tax credit expired. 

Qualified family members must be spouses or dependents at the time of the event, must meet all  General Requirements, and must have a qualified health plan. Learn more about how you can qualify and claim the HCTC below.

In the Event of Medicare Enrollment
If you are a PBCG payee or TAA recipient who enrolled in Medicare, you can receive the HCTC for the health plan premiums of your qualified family member(s) until January 1, 2014. To claim the Yearly HCTC, individuals must complete and submit Form 8885, Health Coverage Tax Credit, with their federal income tax return.  

In the Event of a Death or Divorce
If you are a qualified family member of a PBGC payee or TAA recipient who has passed away, or from whom you are divorced, you can receive the HCTC until January 1, 2014. To claim the Yearly HCTC, individuals must complete and submit Form 14116, HCTC Family Member Eligibility by following the instructions provided on the form. Once you have been notified that your eligibility has been established, you must complete and submit form 8885, Health Coverage Tax Credit, with your federal income tax return. 

Please see the HCTC Eligibility Requirements and How to Receive the HCTC page for more information on how to claim the Yearly HCTC.
 

Return to the HCTC Program home page.
 

 

 

 

Page Last Reviewed or Updated: 08-Dec-2014