CBPP Webinar: Beyond the Basics of Determining Eligibility for Premium Tax Credits

In the ninth in the “Beyond the Basics” series of webinars titled “Beyond the Basics of Determining Eligibility for Premium Tax Credits,” we a deeper look at how marketplaces determine eligibility for advance payments of premium tax credits and how the IRS makes the final determination of eligibility.  We review the basic eligibility rules such as income and household size and how the IRS reconciles advance payments to the final determination it makes of the premium tax credit.  We also review the rules for verifying income of applicants for premium tax credits.

Watch the Webinar

Part I (Watch here)

Presented by Tara Straw, Senior Health Policy Analyst, Center on Budget and Policy Priorities

    • Understand the tax definitions of filing status and dependency and how they apply to common Marketplace scenarios
    • Learn how to calculate MAGI and whose income counts
    • Watch Q&A

Part II (Watch here)

Presented by Judy Solomon, Vice President for Health Policy, Center on Budget and Policy Priorities

    • Take a deeper look at the process of determining premium tax credits, including verification and inconsistency periods
    • Review the reconciliation provision
    • Watch Q&A

Additional Resources

    • Slide Deck (Please note that slide 7 in this slide deck has been updated for clarification, but the video has not been updated.)
    • Reference Links