How can your health insurance agent help you with filing your taxes?

Your health insurance agent does not assist you with filing taxes (unless they are a properly licensed tax professional). However, agents may;

• Help you understand what a Form 1095-A is and what it means as you prepare your taxes.

• Help you understand the timing for receiving a Form 1095-A, what to look for in the mail, and that it is an important tax document.

• Show you how to access your Form 1095-A in their online accounts, or provide you with a copy if it is available to them.

• Help you understand how Form 1095-A relates to Form 8962.

• Explain how to review Forms 1095-A for accuracy.

• Ensure you are aware of the potential implications of not providing the information on your income tax returns.

• Help you understand how to reconcile your advance payments of the premium tax credit (APTC) with the premium tax credit (PTC) allowed.

• Contact your agent for a copy of your 1095-A tax document

Laughlin Insurance, Inc.
(503) 282-0827