Automated Tax Credit - Tax Debt Resolution
Glossary

Form 1095-A – Health Insurance Marketplace Statement (critical for ACA compliance)

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Form 1095-A: The Definitive Guide

Form 1095-A, also known as the Health Insurance Marketplace Statement, plays a critical role in the Affordable Care Act (ACA) compliance. This form is issued by the Health Insurance Marketplace to individuals who enrolled in a qualified health plan through the marketplace.

Key Features and Components:

Form 1095-A includes essential details such as the coverage period, monthly premium amounts, the second-lowest-cost Silver plan premium, and any premium assistance received. It provides individuals with the information needed to reconcile advance premium tax credits with actual premium amounts paid.

Relevant Filing and Compliance Requirements:

Individuals who received Form 1095-A must use this information to complete Form 8962 when filing their federal income tax return. This form helps reconcile any premium tax credits received in advance with the actual credits due based on income. Failure to accurately complete Form 8962 may result in processing delays or adjustments to tax liabilities.

Penalties for Non-Compliance:

Non-compliance with ACA reporting requirements, including inaccuracies in Form 1095-A or failure to file Form 8962, can lead to penalties. These penalties vary based on the severity of the violation and may result in financial consequences for individuals or households.

Importance in Tax Resolution and Compliance:

Form 1095-A is vital for ensuring accurate reporting of health insurance coverage and premiums, as well as determining eligibility for premium tax credits under the ACA. Understanding and correctly completing this form is crucial for tax resolution and overall financial compliance.

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