Templates & Toolkits | Jan 27, 2015

Department of Insurance Consumer Services ACA Toolkit – Marketplace Financial Assistance and Tax Filing Issues, including Form 1095-A

Justin Giovannelli and Sally McCarty, Georgetown Health Policy Institute, Center on Health Insurance Reforms

The State Network team at the Georgetown University Health Policy Institute previously developed a toolkit to assist insurance regulators in assuring that Department of Insurance consumer service representatives (CSRs) are well versed in all aspects of insurance basics (for new staff), as well as the changes brought about by the ACA and other recent reforms. The information in this document has recently been added to the consumer services toolkit, and includes updated information on marketplace financial assistance and related tax filing issues, including Form 1095-A.  This information is presented in a standalone format from the Consumer Services Toolkit, in order to call the attention of CSRs to issues surrounding the interaction between marketplace financial assistance and tax filing.