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To ensure compliance with the Affordable Care Act, every eligible individual should receive one of the following forms:

• Form 1095-A: Health Insurance Marketplace Statement.
• Form 1095-B: Health Coverage.
• Form 1095-C: Employer-Provided Health Insurance Offer and Coverage Insurance.

Impact on taxpayers

Forms 1095-B and 1095-C are not required to file a taxpayer's Individual Income Tax Return even though they are required to be distributed to the taxpayer and IRS.

• Taxpayers who do not receive their Form 1095-B or 1095-C before they are ready to file their Individual Income Tax Return can use other information about their health insurance to complete and file the return.
• Forms 1095-B and 1095-C or other documentation used to determine healthcare coverage should not be attached to the return but should be kept for your records.

If the taxpayer expects to receive Form 1095-A from the Marketplace, you should wait to file the taxpayer's Individual Income Tax Return until after Form 1095-A has been received.

Data Entry

Accounting CS

• Information to populate Form 1095-C, Parts II and III can be entered on or imported to the Setup > Employees > Personal tab.
• Forms 1095-A and 1095-B are not available in the Accounting CS application.

Additional resources

For more information regarding filing requirements, refer to the appropriate form instructions above.

For frequently asked questions related to Forms 1095-A, 1095-B and 1095-C, refer to the IRS FAQ page.

For additional resources and information relating to the ACA tax requirements, refer to the Centers for Medicare & Medicaid Services (CMS) resource page.

Related topics

UltraTax CS - Affordable Care Act FAQs (1040)

Accounting CS - Affordable Care Act (ACA) reporting

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