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For Tax Preparers

For Tax Preparers

Tax Year 2019
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

Tax Year 2018
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 

Tax Year 2017
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

More info


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

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 | www.eitcoutreach.org
Online resources include:

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