For Tax Preparers
Resources
Reference Guide: Yearly Guidelines and Thresholds | View guide
Webinar: Reconciling the Premium Tax Credit | View webinar
TaxSlayer Tips and Tricks: Avoid Unnecessary APTC Repayment | View resource
Resources
ACA Exemptions Related to Income Tool | View tool
Reference Guide: Yearly Guidelines and Thresholds | View guide
ACA Tax Training Webinar Series for VITA/TCE Volunteers
Advance Certification: Reconciling the Premium Tax Credit | View webinar
Basic Certification: Exemptions and the Individual Mandate | View webinar
Resources
ACA Exemptions Related to Income Tool | View 2017 tool
Premium Tax Credits Tips and Tricks | View resource
ACA Tax Training Webinar Series for VITA/TCE Volunteers
Basic Certification Topic: Exemptions | View webinar
Advance Certification Topic: The Premium Tax Credit | View webinar
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.
TY2016 Webinar Series
- Basic Certification Topic: Exemptions
- Advanced Certification Topic: Premium Tax Credits
- Refresher: Affordability Exemption
TY2016 Resources
Affordability Exemption Primer | View resource
TY2015 Webinar 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)
VITA Programs and the Affordable Care Act | View resource
CBPP’s National Earned Income Tax Credit Outreach Campaign | www.eitcoutreach.org
Online resources include:
– Trainings
– Technical assistance and support
– Connection to a network of outreach organizations
– Tax Credit Outreach Kit