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Here’s how to prepare for the 2019 tax filing season

published to January 16, 2020

Note: The 2019 tax return season has begun. Here’s what you can do now to prepare.

Three steps to prepare your 2019 tax return:

  1. Look for Form 1095-A.

  2. Check your Form 1095-A for accuracy.

    • Using Form 1095-A, “Reconcile” If you used a premium tax credit advance to reduce your monthly premium payments, it is important that your premium tax credit information is correct. If you submitted the wrong version, you may need to file an amended return later.
    • Please check the coverage details, household information, monthly insurance premiums, etc.
    • If you find any errors, Please contact the Marketplace Call Center. We will send you an update. Wait to file until you have it.
  3. “Adjust” with the correct 1095-A.

    • Now that you have your exact 1095-A and the second lowest cost Silver Plan Premium, you are ready to fill out Form 8962, Premium Tax Credit.
    • see this A step-by-step guide to reconciliation for the next step.

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