Market Place Tax Reporting

This lesson covers Marketplace health insurance reporting and reconciliation.

Marketplace coverage must be accurately reported on the tax return to prevent IRS notices, repayment of credits, refund delays, or compliance issues.

Pay close attention to:

• Form 1095-A

• Premium Tax Credit reconciliation

• Where Marketplace information is entered on the tax return

• Common errors that trigger IRS correspondence

Completion of this lesson is required before preparing returns that include Marketplace health insurance.