ACA: What Tax Preparers Need to Know Webinar Series
Tax Year 2016
This webinar series for volunteer tax preparers, outreach partners and others explains what tax preparers need to know about the Affordable Care Act to complete 2016 tax returns and to assist low-income tax clients. It is intended for volunteers who are ready to quickly ramp up quickly to expert-level content.
WEBINAR MATERIALS
Basic Certification Topic: Exemptions
Presented November 16, 2016
This webinar explains how to claim an exemption from the requirement to maintain health coverage, paying special attention to the exemption based on offers of unaffordable coverage.
Advance Certification Topic: Premium Tax Credits
Presented November 9, 2016
This webinar explains how to reconcile the premium tax credit, which provides significant financial assistance to low- and moderate-income families who purchased coverage in the Marketplace.
Refresher: Affordability Exemption
Recorded March 1, 2017
This recording-only webinar reviews the affordability exemption and walks through several examples of how to calculate whether a person is eligible for the affordability exemption using TaxSlayer and a new CBPP-developed affordability exemption tool.
