How to Help Clients Navigate ACA Marketplace Subsidies & Taxes

 

Clients with marketplace coverage may not be aware of specific tax forms they need to file. Be an advocate for your clients by helping them understand what steps to take during tax time.

 

Read the text version 

 

Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

 

Resources:

How to Assist Clients with Marketplace Household Income Estimations: https://ritterim.com/blog/how-to-assist-clients-with-marketplace-household-income-estimations/

FAQs About Selling On-Exchange & Off-Exchange under-65 Plans: https://ritterim.com/blog/faqs-about-selling-on-exchange-off-exchange-under-65-plans/

Knight School Online Training: https://ritterim.com/knight-school/

Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/

Questions to Ask Clients Shopping for an ACA Plan: https://lnk.to/ZmW0rd

The Insurance Agent’s Guide to Establishing Successful Affinity Partnerships FREE eBook Download: https://ritterim.com/insurance-affinity-partnerships/

Why Client Retention Should Be Your Top Priority: https://lnk.to/NMDqSn

 

References:

“Browse All 8 Trusted Partners.” IRS Free File | Internal Revenue Service, https://apps.irs.gov/app/freeFile/browse-all-offers/. Accessed 4 Mar. 2025.

“Essential Tax Forms for the Affordable Care Act (ACA).” TurboTax Tax Tips & Videos, Intuit Turbotax, https://turbotax.intuit.com/tax-tips/health-care/essential-tax-forms-for-the-affordable-care-act/L7VURKAae. Accessed 4 Mar. 2025.

“Health Plan Categories: Bronze, Silver, Gold & Platinum.” HealthCare.Gov, https://www.healthcare.gov/choose-a-plan/plans-categories/. Accessed 4 Mar. 2025.

“Health Coverage Tax Tool.” Health Coverage Tax Tool | HealthCare.Gov, https://www.healthcare.gov/tax-tool/#/. Accessed 4 Mar. 2025.

“How to Use Form 1095-A, Health Insurance Marketplace® Statement.” HealthCare.Gov, https://www.healthcare.gov/tax-form-1095/. Accessed 4 Mar. 2025.

“How to Find Your Form 1095-A Online.” HealthCare.Gov, https://www.healthcare.gov/downloads/how-to-find-form-1095-a-online.pdf. Accessed 4 Mar. 2025.

“How to Reconcile Your Premium Tax Credit.” HealthCare.Gov, https://www.healthcare.gov/taxes-reconciling/. Accessed 4 Mar. 2025.

“Premium Tax Credit (PTC).” IRS.Gov, Department of the Treasury Internal Revenue Service, https://www.irs.gov/pub/irs-pdf/f8962.pdf. Accessed 4 Mar. 2025.

“Understanding Your Letter 12C.” Internal Revenue Service, https://www.irs.gov/individuals/understanding-your-letter-12c. Accessed 4 Mar. 2025.

“What Is Affinity Marketing? (With Benefits and Tips) | Indeed.Com.” Indeed, https://www.indeed.com/career-advice/career-development/affinity-marketing. Accessed 4 Mar. 2025.

 

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