Affordable Care Act Resources

Hello Tax Volunteers!

Below are a list of resources for you to learn, train and practice the Affordable Care Act (ACA) component of the tax return process.

Main Training Book: IRS Pub 5157 (included in your printed training packs)

Companion to Main Training Book: IRS Pub 5157A (Excellent Step-by-Step Instructions for most returns – REVIEW THIS)

CFED Overview 1/22/2015 of how to fill out ACA forms in TWO. (Simple and Easy to Follow!)

Baltimore CASH Webinar – Overview of ACA.

IRS Fact Sheet: Fact Sheet_Health Coverage and Federal Income Taxes (01/16)


Tools to help you fill out Forms 8965 and 8962

·  Find the premium for the lowest cost Bronze plan that was available to you for 2014. You may need this when you fill out Form 8965 to claim the exemption for coverage being unaffordable to you.

·  Find the premium for the second lowest cost Silver plan (SLCSP) that applied to you for 2014. You may need this when you fill out Form 8962 to determine your 2014 premium tax credit.