For Tax Preparers

For Tax Preparers

Tax Year 2017

ACA Exemptions Related to Income Tool | View tool

Premium Tax Credits Tips and Tricks | View resource


ACA: What Tax Preparers Need to Know Webinar Series 

More info

Basic Certification Topic: Exemptions

Monday, November 20, 2017

View webinar materials

Advanced Certification Topic: Premium Tax Credits 

Tuesday, November 21, 2017

View webinar materials


Many of our prior year resources were incorporated into IRS Publication 4012. For updated information, please see IRS Publication 4012, Tab ACA: Affordable Care Act


Tax Year 2016
TY2016 Webinar Series 

View series 

  • Basic Certification Topic: Exemptions
  • Advanced Certification Topic: Premium Tax Credits
  • Refresher: Affordability Exemption


TY2016 Resources

Affordability Exemption Primer | View resource

TaxSlayer Tips and Tricks: Avoid Unnecessary APTC Repayment | View resource


Tax Year 2015
TY2015 Webinar Series 

View series 

  • Part I: Basic Certification Topics: Minimum Essential Coverage, Exemptions & the Shared Responsibility Payment
  • Part II: Advanced Certification Topic: Premium Tax Credits and Reconciliation
  • Part III: Comprehensive Examples & Wrap Up
  • Part IV: Talking Through the Affordability Exemption


TY2015 Resources

Tax Preparer’s Guide to the Affordable Care Act | View guide

ACA Examples for VITA/TCE Volunteers | View resource

TaxWise ACA Worksheet Quick Guide | View resource

Affordable Care Act Survival Kit | View tool (Developed for TY2014)


Other Resources

VITA Programs and the Affordable Care Act | View resource

CBPP’s National Earned Income Tax Credit Outreach Campaign |
Online resources include:

–  Trainings
–  Technical assistance and support
–  Connection to a network of outreach organizations
–  Tax Credit Outreach Kit