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Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

The tax application includes the following input screens for entering Affordable Care Act information.

• Screen Coverage - Health Coverage Exemptions and Individual Responsibility (Health Care folder): Use this screen to complete Form 8965, Health Coverage Exemptions, and Health Care: Individual Responsibility Worksheet. 
• Screen PTC - Premium Tax Credit (Health Care folder): Use this screen to enter details relating to Form 8962, Premium Tax Credit.
• Screen 1095A - Form 1095-A, Health Insurance Marketplace Statement (Health Care folder): Use this screen to enter information reported on Form 1095-A which is used to complete Form 8962, Premium Tax Credit. 

Health Care: Individual Responsibility Worksheet

Every individual will fall into one of the following categories. 

• Covered under minimum essential health care coverage.
• Exempt from the requirement to have minimum essential health care coverage.
• Does not have minimum essential health care coverage or an exemption from coverage and is required to pay a penalty.

What is minimum essential health care coverage?

Minimum essential health care coverage includes coverage under most health care coverage plans. See the Additional resources section below for details.

If the taxpayer did not have minimum essential health care coverage or a coverage exemption for one or more months, UltraTax CS will produce the Health Care: Individual Responsibility Worksheet. By default, the tax application assumes that no minimum essential coverage was obtained during the tax year. If the taxpayer’s entire family has health care coverage for the full year, select 1 (Yes) in the Entire family covered for full year with minimum essential health care coverage field on Screen Coverage in the Health Care folder. This field can also be found in Screens 1099R, SSA-1099, W2, C, F, and K1-3. If the taxpayer has an exemption from coverage enter the appropriate information on Screen Coverage in the Detail of individual health care coverage or exemption statement dialog.

Related topics 

• Affordable Care Act FAQs
• Using the Family Transfer Utility to transfer data between returns

Additional resources

• Individual Shared Responsibility Provision - Minimum Essential Coverage
• Individual Shared Responsibility Provision - Exemptions
• Questions and Answers on the Individual Shared Responsibility Provision

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