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Guide to Filing Affordable Care for Individuals (3615)
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Since January 2014, millions of Americans have been accruing the individual mandate penalty each month. All tax filers must prove to have adequate insurance in place, claim an exemption, or report and pay a penalty. Those who signed up for the coverage on the exchange will also need to reconcile premium subsidies with actual income and repay any excel subsidy. This session will address the key implementation rules that you will need to know for filing 2014 individual returns for your clients

9/22/2015
When: 9/22/2015
7:00 AM - 9:00 AM
Where: Webcast/Webinar
Presenter: Douglas J. Van Der Aa, CPA, JD
Contact: April Deneault
801-834-6634

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Since January 2014, millions of Americans have been accruing the individual mandate penalty each month.  All tax filers must prove to have adequate insurance in place, claim an exemption, or report and pay a penalty.  Those who signed up for the coverage on the exchange will also need to reconcile premium subsidies with actual income and repay any excel subsidy.  This session will address the key implementation rules that you will need to know for filing 2014 individual returns for your clients, including how to complete Forms 8962 and 8965.

Objectives:

Provide a working knowledge of recent legislation, rules and cases and how they will impact your individual clients. How to prepare and file the required forms. Discuss planning opportunities and potential pitfalls.

 

Major Subjects:

Update on Form 1040 changes. Higher 10% threshold for deducting medical expenses. New 3.8% Net Investment Income Tax. Individual mandate penalty. Eligibility for Premium Subsidy Tax Credits. Receipt of Form 1095-A. How to complete Forms 8962 and 8965.
 

 

Designed For:

CPAs, members in industry, and personnel advising employers and individuals and are seeking an better understanding of significant tax developments as they relate to implementing Affordable Care for individuals.

Prerequisite: 

None

 

Advanced Prep:

  None

  

Speaker: Douglas J. Van Der Aa, CPA, JD

Vendor:   Federal Tax Workshops, Inc.

Field of Study:  Taxation

Level: Intermediate

CPE Credit:              2 Hours

Acronym: TGACI1

 

Registration Fees:

$ 79

  

Register here


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