How to Help Clients Navigate ACA Marketplace Subsidies & Taxes

 

Be a resource for your clients by guiding them through Affordable Care Act subsidies this tax season. Learn which forms are used, deadlines, FAQs, and more in this episode!
 
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Resources:
5 Myths About Selling ACA Health Plans: https://link.chtbl.com/ASG451
7 Ways to Get Involved in Your Community: https://link.chtbl.com/ASG453
Community Engagement & ACA Marketing Suggestions for Agents: https://link.chtbl.com/ASG552
FAQs About Selling On-Exchange & Off-Exchange Under-65 Plans: https://link.chtbl.com/ASG436
Learn How to Sell ACA Products During the Off-Season ft. Danica Stover: https://link.chtbl.com/ASG428
Knight School Training: https://ritterim.com/knight-school/
Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/
The Complete Guide to Selling Affordable Care Act Insurance Plans FREE eBook: https://ritterim.com/aca-ebook/
What the Inflation Reduction Act Means for Your Medicare & ACA Clients: https://link.chtbl.com/ASG463
 
References:
Essential Tax Forms for the Affordable Care Act (ACA) https://turbotax.intuit.com/tax-tips/health-care/essential-tax-forms-for-the-affordable-care-act/L7VURKAae
Form 8962 - Premium Tax Credit PDF: https://www.irs.gov/pub/irs-pdf/f8962.pdf
Health coverage tax tool: https://www.healthcare.gov/tax-tool/#/
How to find your Form 1095-A online: https://www.healthcare.gov/downloads/how-to-find-form-1095-a-online.pdf
How to pick a health insurance plan: https://www.healthcare.gov/choose-a-plan/plans-categories/
How to reconcile your premium tax credit: https://www.healthcare.gov/taxes-reconciling/
How to use Form 1095-A: https://www.healthcare.gov/tax-form-1095/
IRS Trusted Tax Preparation Partners: https://apps.irs.gov/app/freeFile/browse-all-offers/
Understanding Your Letter 12C: https://www.irs.gov/individuals/understanding-your-letter-12c
What Is Affinity Marketing? (With Benefits and Tips) https://www.indeed.com/career-advice/career-development/affinity-marketing