How to Help Clients Navigate ACA Marketplace Subsidies & Taxes
FEB 26, 2024
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Be a resource for your clients by guiding them through Affordable Care Act subsidies this tax season. Learn which forms are used, deadlines, FAQs, and more in this episode!

 


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Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.


 


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Resources:

5 Myths About Selling ACA Health Plans: https://link.chtbl.com/ASG451


7 Ways to Get Involved in Your Community: https://link.chtbl.com/ASG453


Community Engagement & ACA Marketing Suggestions for Agents: https://link.chtbl.com/ASG552


FAQs About Selling On-Exchange & Off-Exchange Under-65 Plans: https://link.chtbl.com/ASG436


Learn How to Sell ACA Products During the Off-Season ft. Danica Stover: https://link.chtbl.com/ASG428


Knight School Training: https://ritterim.com/knight-school/


Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/


The Complete Guide to Selling Affordable Care Act Insurance Plans FREE eBook: https://ritterim.com/aca-ebook/


What the Inflation Reduction Act Means for Your Medicare & ACA Clients: https://link.chtbl.com/ASG463


 


References:

Essential Tax Forms for the Affordable Care Act (ACA) https://turbotax.intuit.com/tax-tips/health-care/essential-tax-forms-for-the-affordable-care-act/L7VURKAae


Form 8962 - Premium Tax Credit PDF: https://www.irs.gov/pub/irs-pdf/f8962.pdf


Health coverage tax tool: https://www.healthcare.gov/tax-tool/#/


How to find your Form 1095-A online: https://www.healthcare.gov/downloads/how-to-find-form-1095-a-online.pdf


How to pick a health insurance plan: https://www.healthcare.gov/choose-a-plan/plans-categories/


How to reconcile your premium tax credit: https://www.healthcare.gov/taxes-reconciling/


How to use Form 1095-A: https://www.healthcare.gov/tax-form-1095/


IRS Trusted Tax Preparation Partners: https://apps.irs.gov/app/freeFile/browse-all-offers/


Understanding Your Letter 12C: https://www.irs.gov/individuals/understanding-your-letter-12c


What Is Affinity Marketing? (With Benefits and Tips) https://www.indeed.com/career-advice/career-development/affinity-marketing

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