Search

ACA Tax Training Webinar: Talking Through the Affordability Exemption

In this recording-only webinar, presented on March 30, 2016, Tara Straw, Senior Health Policy Analyst at CBPP, and Barbara DelBene, author of Tax Prep Dispatch at CFED, review the affordability exemption and walk through several basic examples of how to calculate whether a person is eligible for the exemption.

This recording is part of the series “ACA: What Tax Preparers Need to Know” that explains what volunteer tax preparers, outreach partners and others need to know about the Affordable Care Act to complete 2015 tax returns and to assist low-income tax clients. 

Presentation Slides

View slide deck PDF.

Watch the Webinar

The Big Picture

Jump to video section, View slides 

  • Affordability exemption
  • Employer-sponsored coverage and affordability
  • Marketplace coverage and affordability

Example 1: Bob

Jump to video section, View slides

  • Single taxpayer from state that did not expand Medicaid

Example 2: Max

Jump to video section, View slides

  • Single taxpayer from state that did expand Medicaid

Example 3: Lopez Family

Jump to video section, View slides

  • Multi-person household

Additional Resources