Let’s Get Ready to Reconcile!

Dear Partners,

This year, for the first time, the Affordable Care Act will affect the tax-filing process for consumers – both those with insurance and those who are still uninsured. Consumers must either verify that they met the requirement to have health insurance in 2014 or claim an exemption, as well as report any amount of financial assistance received to help pay for their plan. In addition, those receiving a tax credit will determine through their tax return any over- or underpayment they may have received, and either make a repayment or receive a refund – a process called “reconciliation.”

Since the ACA’s tax-filing procedures are new for everyone, we wanted to share resources to help educate coalition partners, consumers and the press.

Talking Points to use with Consumers and the Press

  • Like tax-filing in general, reconciliation can be difficult to discuss, due to its complicated nature. These talking points can help provide concise and straightforward descriptions of the reconciliation process to both educate consumers and combat any negative media or misinformation.

Materials for Consumers

  • The Centers for Medicare and Medicaid services (CMS) has new resources for consumers on the ACA and taxes. In particular, this tip sheet, fact sheet and tax checklist provide easy-to-remember steps on how to navigate tax-filing this year.
  • The IRS released a new publication that provides an overview of the ACA’s tax-related provisions.

Reconciliation Flowchart for Assisters

  • To help enrollment assisters determine how reconciliation affects their clients, this Reconciliation Flowchart walks through the steps of different reconciliation scenarios.

We hope you will find these resources helpful and share them with any partners who may also benefit from the information. If you have any questions, please contact Rachelle Rubinow at rrubinow@communitycatalyst.org.  

Thank you for your continued advocacy,

The Community Catalyst Outreach and Enrollment Team



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