Tax Forms, Instructions and Multi-Media

Individual Forms and Information

Business Forms and Information 

Information Reporting FAQs
    o Section 6055 – Insurance Issuers
    o Section 6056 – Large Employers (50+FTE’s)

Form 1095-A, Affordable Insurance Marketplace Statement/Instructions
Form 1095-B, Health Coverage/Instructions
Form 1095-C, Employer-Provided Health Insurance Offer and Coverage/Instructions
Form 1094-B, Transmittal of Health Coverage Information Returns/Instructions
Form 1094-C, Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Returns/Instructions

IRS Nationwide Tax Forums seminars

2014
The Employer Shared Responsibility Provisions Beginning Calendar Year 2015 What You Need to Know
The Health Insurance Premium Tax Credit for Tax Year 2014 What You Need to Know
The Individual Shared Responsibility Provision for Tax Year 2014 What You Need to Know
Small Business Health Care Tax Credit Changes for 2014 What You Need to Know

2013
Health Care-Related Tax Provisions That Affect Businesses
Health Care-Related Tax Provisions That Affect Individuals

IRS Volunteer Income Tax Assistance (VITA) training will help practitioners: 

• Determine minimum essential coverage (MEC), premium tax credit eligibility and health care coverage exemption.
• It will also explain how to calculate and report the shared responsibility payment, premium tax credit, exemption from coverage, or shared responsibility payment on the tax return
Publication 5157, VITA/TCE Affordable Care Act

Articles for Client Newsletters and Client Communications

Free electronic communication materials, including ACA, to use in reaching out to your clients with news you can use each month, targeted by time of year to coincide with what your clients or employees, etc. need to know about new tax law legislation, IRS events and other activities that affect them.

Health Care Tax Tips

Topics include premium tax credits for individuals, new benefits and responsibilities for employers, and tax provisions for insurers, tax-exempt organizations and certain other business types.