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8965 for tax year 2023 Form: What You Should Know
You may be able to use Form 8965 or the file Form 8965 in a few ways: a.) If you didn't have to file a federal form during the Tax Year 2023 or an earlier Tax Year, you can use Form 8965 to claim a health care coverage exemption on your tax return. b.) If you may be a tax filer for the first time, and you need to make a claim of a health care coverage exemption that hasn't been reported on your Form 8965 yet, use the file Form 8965 process, a tool of United We Dream's E-File program and online filing platform United We Dream. c.) If your Social Security or other government retirement benefits are not dependent on your being uninsured, you may be able to use Form 8965 to claim a health care coverage exemption. For example, when you worked for a company that didn't provide health insurance to employees, you could use Form 8965 to claim exemption from paying Social Security and/or Medicare taxes on your taxable income. d.) If you or other members of your family work for or receive a paycheck as an independent contractor, you or they may be able to use Form 8965 to claim a health care coverage exemption. e.) If you or other members of your family have health care coverage that is paid for in full by your employers/employees (for example, a spouse or domestic partner), then you can use Form 8965 to claim a health care coverage exemption. This is the same for members of your household who are dependent on you for income. f.) If you have purchased private health insurance outside the Health Insurance Marketplace, you may use Form 8965 to claim a health care coverage exemption. For more information about using Form 8965 to claim your health care coverage exemption, review the documentation here: Form 8965, Health Coverage Exemptions For more information about the tax filing rules for people who earn under 400% of the Federal Poverty Level (GPL), you can visit the IRS's website. Nov 15, 2023 — Form 8965 is no longer available from the IRS, you are welcome to use the file Form 8965 on the eFile.com platform. For the latest Tax Year 2023 information, download Form 8965-Premium Tax Credit Exemption, here: Form 8965-Premium Tax Credit Exemption, 2023 Instructions, here: Form 8965-Premium Tax Credit Exemption, 2023 filing Instructions.
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Video instructions and help with filling out and completing Form 8965 for tax year 2023

Instructions and Help about Form 8965 for tax year 2023
In this tax layer pro training video we're going to go through a few scenarios involving the Affordable Care Act forms within the software I've started my clients return and I've entered in personal information such as name social security number address and so forth and I'm going to exit the personal information menu I'm asked if I want to enter dependents now I'm going to answer this question no it's asked the software asked me for my preparer code I'm going to enter my preparer code and at this point the program asks me did you have minimum essential health care coverage for yourself your spouse and anyone you could or did claim as a dependent for every month of 2023 in other words did my client have health care coverage for himself in his entire family for the whole year the first scenario we're going to look at I'm going to answer yes to this question the next question that appears for my client did you your spouse or a dependent enroll in health insurance through the marketplace or exchange in other words a state exchange or healthcare.gov and again for this first scenario I'm going to answer no so basically for this client I'm finished with the health care part of the return I answered yes to the first question then my client did have full year minimum essential health care coverage and I answered no to the second question did my client purchase health insurance through the marketplace or exchange so as I said basically we are finished with the health care portion of this clients return now let's look at another scenario in this scenario we're going to assume that my client had minimum essential health care coverage all year so I'm going to answer...