Get Form 8965 Health Coverage Exemptions - Irs

Form 8965, Health Coverage Exemptions, is an important document used to report exemptions from health coverage mandated by the Affordable Care Act. This guide will walk you through each section of the form to ensure you complete it accurately and efficiently, especially when filing online.

Follow the steps to successfully fill out the Form 8965 online.

1. Click ‘Get Form’ button to access the document and open it in your preferred editor.
2. Read the instructions on Form 8965 carefully. Determine if you need to report a marketplace-granted exemption, a household exemption, or an individual exemption.
3. If reporting a marketplace-granted exemption, complete Part I of the form. Enter the Exemption Certificate Number issued by the marketplace, along with any relevant details. Ensure that all required fields on the line are filled out.
4. For household exemptions, fill out Part II. This section is specifically for reporting hardship exemptions based on household income. Provide detailed income information to qualify for any exemptions.
5. In Part III, report any exemptions for individual members of your tax household. You will need to list each person's name and their exemption type, selecting from the given categories.
6. Complete the Full Year Indicator and monthly indicators if applicable. Ensure that you stick to only one exemption type per month.
7. Once all sections are filled out accurately, review the form for any errors. Ensure you have provided all necessary information and double-check any identification numbers.
8. Finally, save your completed form. You can download, print, or share the form as required.

Complete your Form 8965 online today to ensure your health coverage exemptions are submitted on time.