ACA: What Tax Preparers Need to Know

Health Reform: Beyond the Basics

Center on Budget and Policy Priorities

Refresher: Affordability Exemption

An informal recorded presentation walking through how to calculate the affordability exemption using TaxSlayer and some of our new tools. (This was not a live presentation.)

  Download presentation slides (PDF)        View webinar

Tool: ACA Exemptions Related to Income

A new downloadable Excel tool designed to help tax preparers with different income calculations that are necessary to determine eligibility for ACA exemptions related to income, especially the affordability exemption.

  Download tool (xlsm)

Tool: Affordability Exemption Primer

An updated Affordability Exemption Primer that explains who is eligible for the Code A and Code G exemptions based on a lack of affordable coverage and how to complete the tax worksheets.

  Download primer (PDF)

Copyright © 2017 Center on Budget and Policy Priorities, All rights reserved.

This entry was posted in Uncategorized. Bookmark the permalink.