Webinar: Exemptions and Penalties

Key Elements of Eligibility and Enrollment

In this webinar presented on October 6, 2016, Tara Straw, Senior Health 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)



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Exemptions from the shared responsibility payment (video section, slides)

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

Marketplace exemptions (video section, slides)

Approaching exemptions (video section, slides)

IRS exemptions (video section, slides)

Resources (video section, slides)




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 | View webinar

Key Facts: MEC and the Penalty | View key facts

Beyond the Basics Webinar Series | View all webinars

Key Facts About Health Reform | View all key facts