Form 1095-A is a tax form that will be sent to consumers who were enrolled in health insurance through the Marketplace in the past year. You may have started hearing from consumers who have received their Forms 1095-A in the mail or in their online My Accounts. Consumers will use the information included on Form 1095-A to complete Form 8962, which they will file with their tax returns to claim the premium tax credit or to declare premium assistance they received through advanced payments made to their insurance provider. Form 1095-A is being sent out on a rolling basis, and not all forms have been sent out yet. All forms will be postmarked by February 2, 2015, so if a consumer has not received his or her form yet, it may be that the Form 1095-A has not yet been mailed.
As the 2015 tax season approaches, we are featuring materials in the newsletter to help assisters work with consumers as they prepare to file their taxes for the 2014 coverage year. The following three tools are designed to help you understand your role in assisting consumers during tax season, offer an introduction to new and existing IRS forms relevant to the ACA, and provide you with a consumer-oriented, step by step guide on how consumers will use these documents.