1095-A Resource List

1095-A Resource List (Updated 3/15/16)

As the State Network 1095 Workgroup and experts from Manatt Health Solutions continue to hold regular discussions on the most recent issues surrounding this process, this page will serve as a hub for materials to be shared within the workgroup. Below is a list of resources which will be continuously updated as discussions within the workgroup continue and additional materials are developed.

The State Network 1095-B resource list is also available here.

Federal Forms/Documents

Federal 1095-A Cover Page

IRS 1095-A Form and Instructions

Form 8962 – Premium Tax Credit

IRS Resources

IRS – Health Care Law: What’s New for Individuals and Families

IRS Notice: Penalty Relief Related to Advance Payments of the Premium Tax Credit for 2014

IRS – Return Preparer Best Practices: Resolving Information Form 1095 Conflicts

HHS Resources

HHS – Statements by Secretary Lew and Secretary Burwell on Preparing for the Upcoming Tax Season

HHS – 3 Tips About Marketplace Coverage and Your Taxes

HHS – No Health Coverage? What That Means for Your Taxes

HHS Press Release on Collaboration with Non-Profits and Tax Preparers

CMS 1095 Assister Webinar

CMS Form 1095-A Frequently Asked Questions

CMS Tax Information

CMS – My Tax Checklist

Healthcare.gov Video – 3 Tips about Marketplace Coverage and Your Taxes

Healthcare.gov – How Health Coverage Affects Your 2014 Federal Income Tax Return

Healthcare.gov – Tools to Help You Claim the Affordability Exemption and Calculate Your Premium Tax Credit

State Documents

DRAFT – Covered California Cover Letter

DRAFT: Corrections in Translations Pending – Covered California Cover Letter (Spanish)

DRAFT: Corrections in Translations Pending – Covered California Cover Letter (Chinese)

DRAFT: Corrections in Translations Pending – Covered California Cover Letter (Korean)

DRAFT: Corrections in Translations Pending – Covered California Cover Letter (Vietnamese)

Connect for Health Colorado 1095-A Cover Letter

Connect for Health Colorado 1095-A Cover Letter (Spanish)

Access Health CT Robo-call Script and Website Communication on Form 1095-A Delay

Kynect Tax Information Page (Including Second Lowest Cost Silver Plan and Lowest Cost Bronze Plan Tools) 

NY State of Health 1095-A Letter (Financial Assistance)

NY State of Health 1095-A Letter (No Financial Assistance)

NY State of Health – Premium Tax Credits and Form 1095-A (Including Translations)

NY State of Health – What Marketplace Enrollees Need to Know about Form 1095-A Video

HealthSource RI 1095-A Watch the Mail Form

Washington Health Benefit Exchange Mailing Insert

Washington Health Benefit Exchange 1095-A Customer Resources

Washington Health Benefit Exchange 1095-A Frequently Asked Questions

Webinar Materials

1095-A Forms: Marketplaces’ Requirements and Considerations Slide Deck (Manatt)

Center on Budget and Policy Priorities Materials for Tax Preparers

HHS Assister Slide Deck – Marketplace Coverage & Taxes: Getting Ready for Tax Season

NY State of Health – IRS Form 1095-A Webinar

Washington Health Benefit Exchange Tax Filing Status and Healthplanfinder Introduction

Workgroup Documents

State Network 1095-A Workgroup Items for Discussion

State Network 1095-A Workgroup General Questions

State Network 1095-A Workgroup Example Consumer Frequently Asked Questions

State Network 1095-A Workgroup Communications Planning

Communicating to Consumers: 1095-A Message Guidance

Talking to OEP1 Consumers about Tax Filing Responsibilities