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In this webinar presented on November 10, 2016, Tara Straw, Senior Health Policy Analyst, walks through several complicated scenarios to illustrate eligibility rules and how these rules impact consumers at tax time.

Presentation Slides

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Scenario 1: Affordability

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Affordability thresholds

Applying for coverage

• Offer of employer coverage and PTC eligibility

At tax time

• Offer of employer coverage and affordability exemption
• Calculating a penalty

 

Scenario 2: Noncustodial Parents

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Determining household size for Medicaid

• Custodial parent claims dependent
• Noncustodial parent claims dependent

Determining household size for PTC

• Custodial parent claims dependent
• Noncustodial parent claims dependent

Putting it together

 

Scenario 3: Changes in Circumstances, Increased Household Income

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Tips for dealing with self-employment income

Mid-year increase in income

• Reporting change to the marketplace

 

Scenario 4: Changes in Circumstances, Tax Dependents

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Household with young adult student child

• Rules on claiming a tax dependent

At tax time: No longer a dependent

• Shared policy allocations

 

Q&A

 

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Additional Resources

Health Assister’s Guide to Tax Rules | View guide

Beyond the Basics Webinar Series | View all webinars

Key Facts About Health Reform | View all key facts