Webinar OE5: Exemptions

Key Elements of Eligibility and Enrollment

In this webinar presented on September 28, 2017, Tara Straw, Senior Policy Analyst, explains who can qualify for an exemption from the individual shared responsibility payment, the different types of exemptions that are available, and how to calculate the penalty for people who don’t maintain health coverage or qualify for an exemption.

This is Part IV in a four-part series on key elements of eligibility and enrollment.

Presentation Slides

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Shared Responsibility Payment

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Individual shared responsibility payment (the penalty)

  • Calculating the penalty



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Exemptions from the shared responsibility payment

  • Exemptions granted by the Marketplace
  • Exemptions granted by the IRS

Marketplace exemptions (video section, slides)

  • Medicaid coverage gap
  • Affordability
  • Hardship

Approaching exemptions (video section, slides)

IRS exemptions (video section, slides)

  • Income below filing threshold
  • Short coverage gap
  • Medicaid coverage gap
  • Certain noncitizens
  • Affordability
  • Incarceration
  • Member of an Indian Tribe




Additional Resources

Resources links | View resource links

Part I: Premium Tax Credits | View webinar

Part II: Determining Households and Income | View webinar

Part III: Plan Design and Selection | View webinar

Beyond the Basics Webinar Series | View all webinars

Key Facts About Health Reform | View all key facts