This interview will help you determine if you're eligible for a health insurance coverage exemption or if you're required to make an Individual Shared Responsibility Payment under the Affordable Care Act (ACA).
While you can claim most exemptions from coverage when you file your tax return, certain exemptions must be granted by the Health Insurance Marketplace in advance. If the Marketplace grants your coverage exemption, they'll send you a notice with your unique Exemption Certificate Number (ECN). If you have an exemption application pending from the Marketplace, you should wait until you receive either the denial or approval before continuing. If your application is pending and you need to file your federal tax return, see the Instructions for Form 8965.
Information You May Need
- Filing status.
- Whether you can claim any dependents.
- Your adjusted gross income (or the type and amount of income received during the year) for the tax year.
- The adjusted gross income (or the type and amount of income received during the year) of your dependents that are required to file a tax return.
The tool is designed for taxpayers that were U.S. citizens or resident aliens for the entire tax year for which they're inquiring. If married, the spouse must also have been a U.S. citizen or resident alien for the entire tax year. For information regarding nonresidents or dual-status aliens, please see International Taxpayers.
Caution: Please note for 2018 and 2019, this topic doesn’t include the recently passed legislation that extended the tuition and fees deduction. This deduction should be considered when calculating your household income.
Conclusions are based on information provided by you in response to the questions you answered. Answers do not constitute written advice in response to a specific written request of the taxpayer within the meaning of section 6404(f) of the Internal Revenue Code.
Estimated Completion Time: 15 minutes
Please Note: After 15 minutes of inactivity, you'll be forced to start over.
Caution: Using the "Back" button within the ITA tool could cause an application error.