Form preview

IRS 1095-A 2023-2024 free printable template

Get Form
That Form 1095-A was sent in error. You shouldn t have received a Form 1095-A for this policy. Don t use the information on this or the Form 8962. Enrollment the individuals who would be in your tax family for the year of coverage Form 1095-A will list all enrolled individuals in Part II on your Form 1095-A. Cat. No. 60703Q Form 1095-A 2023 Instructions for Recipient You received this Form 1095-A because you or a family member enrolled in health insurance coverage through the Health Insurance...
pdfFiller is not affiliated with IRS

Get, Create, Make and Sign

Edit
Edit your 1095 a form 2023-2024 form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your 1095 a form 2023-2024 form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing 1095 a form online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Use the instructions below to start using our professional PDF editor:
1
Log in to your account. Click on Start Free Trial and sign up a profile if you don't have one.
2
Prepare a file. Use the Add New button. Then upload your file to the system from your device, importing it from internal mail, the cloud, or by adding its URL.
3
Edit 1095 a form. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.
4
Get your file. Select your file from the documents list and pick your export method. You may save it as a PDF, email it, or upload it to the cloud.
With pdfFiller, dealing with documents is always straightforward. Now is the time to try it!

IRS 1095-A Form Versions

Version
Form Popularity
Fillable & printabley
4.2 Satisfied (58 Votes)
4.8 Satisfied (87 Votes)
4.4 Satisfied (129 Votes)
4.3 Satisfied (211 Votes)
4.4 Satisfied (400 Votes)
4.3 Satisfied (132 Votes)
4.3 Satisfied (143 Votes)
4.4 Satisfied (486 Votes)
4.3 Satisfied (85 Votes)
4.4 Satisfied (64 Votes)

How to fill out 1095 a form 2023-2024

Illustration

How to fill out 1095 a form

01
To fill out the 2023 form 1095-A, follow these steps:
02
Gather all necessary information such as your name, Social Security number, address, and Marketplace ID.
03
Refer to your Form 1095-A that you received from the Health Insurance Marketplace.
04
Fill in Part I of the form, providing your personal information and the personal information of anyone covered under your health plan.
05
Complete Part II of the form, entering the dates of coverage and monthly premium amounts for each individual.
06
If there were any changes in your coverage during the year, provide the relevant information in Part III.
07
Double-check all the information you have entered to ensure accuracy.
08
Sign and date the form.
09
Keep a copy of the filled-out form for your records.
10
Submit the form to the appropriate tax authority as instructed.
11
Please note that this is just a general guide, and it is recommended to consult the instructions provided with the form for more detailed information.

Who needs 1095 a form?

01
The 2023 form 1095-A is typically needed by individuals who have enrolled in a health insurance plan through the Health Insurance Marketplace established under the Affordable Care Act (ACA).
02
This form is used to report information about your health insurance coverage, including the months of coverage and the premium amounts you paid or were provided with assistance for.
03
If you have obtained health insurance coverage through the Marketplace, you will generally receive a Form 1095-A from the Marketplace.
04
It is essential for individuals who received premium tax credits, or who wish to claim the premium tax credit, to have Form 1095-A for filing their federal income tax return.
05
It is recommended to consult a tax professional or refer to the specific IRS guidelines to determine if you need to file Form 1095-A for your particular circumstances.

What is Form 1095-A 2023?

Form 1095-A (Health Insurance Marketplace Statement) provides important tax information about the cost of health insurance and the federal subsidy that you may have received in 2023. This subsidy, known as the Premium Tax Credit (PTC), makes the cost of healthcare coverage cheaper for individuals who purchased plans through the health insurance marketplaces. You'll use Form 1095-A to check if there's any difference between the premium tax credit you used in 2023 and the amount you qualify for. Unlike most tax credits, the government pays the PTC in advance each month directly to insurers.

Who should file the 1095-A 2023?

IRS Form 1095-A, furnished by Health Insurance Marketplaces, is for individuals registered for health plan coverage with the Health Insurance Marketplace. If you receive a 1095-A, use it to complete your tax return and a new IRS form, Form 8962.

What information do you need when you file Form 1095-A?

Form 1095-A is completed by health insurance providers who offer coverage through the Health Insurance Marketplace. The document includes information about Marketplace plans taxpayers had in 2023. For the taxpayer, Form 1095-A is for informational purposes only. It does not have to be filed with your tax return. However, information from Form 1095-A is needed to complete Form 8962 (Premium Tax Credit).

How do I fill out Form 1095-A 2023 in 2024?

Form 1095-A consists of two pages and three sections: Part I, Recipient Information, Part II, Covered Individuals, and Part III, Coverage Information.

Here’s how you can fill out Form 1095-A online with pdfFiller:

  1. Click the Get Form button to open the respective form in the editor.
  2. Fill out the required fields and review them.
  3. Click DONE to finalize the process.
  4. Next, download or save the completed 1095-A to your computer.
  5. Select to send the form via USPS to your coverage provider.

For more information on how to get a 1095-A and fill it out, please visit your Marketplace’s website.

Is Form 1095-A accompanied by other forms?

Form 8962 reconciles the monthly Premium Tax Credit payments reported on 1095-A with your actual annual income and family size. With that information, you can determine if the subsidy payments paid to the insurer throughout the year were too high or too low. If they were too high, the IRS will take the difference from your tax refund. Conversely, if the payments weren’t enough, the marketplaces will pay out the remaining credits to you.

When is Form 1095-A due?

There is no due date for filing Form 1095-A. It is an annual return used by taxpayers to fill out Form 8962, which in turn is due April 18, 2022.

Where do I send Form 1095-A?

The form is not to be filed with IRS. You can find an electronic version of the 1095-A Form along with the information on how to get a 1095-A form online on the Marketplace’s website you purchased healthcare coverage with. Health Insurance Marketplaces furnishes Form 1095-A to each individual they provide health coverage to, so they must send it directly to the insurance holder.

Video instructions and help with filling out and completing 1095 a form

Instructions and Help about 1095 a form

Hi I'm Michael and this is California and with the tax time upon us and nearly 10 million people across the country getting help paying for their health insurance coverage through one of the many health insurance exchanges that can be covered in California or healthcare.gov it means that they will be getting forms and filling out forms to figure out if their monthly premium assistance was correct these forms mainly the 1095-a form which you get from your health exchange and its companion the IRS form 8962 or what the IRS uses to figure out if you paid the right amount of money throughout the year for your health exchange insurance based off of your income these forms can be confusing and frustrating especially for those folks who are self-employed those gig type workers or people who made a lot more money unemployment benefits than they had initially thought they would today we are talking about the tax form 8962 the premium and tax credit reconciliation form doing a brief walk through of how it's calculated and what it means for your tax return if you got health insurance through one of the many health exchanges now this is...

Fill a 1095 : Try Risk Free

Rate free 1095a form

4.2
Satisfied
58 Votes

What is 1095 a?

Form 1095 is a collection of Internal Revenue Service tax forms in the United States which are used to determine whether an individual is required to pay the individual shared responsibility provision.

People Also Ask about 1095 a form

Our user reviews speak for themselves

Read more or give pdfFiller a try to experience the benefits for yourself
5
easy to read and generate forms which made my experience less stressful - ty
ian
5
I love this software. I can easily 'sign' a document to approve vendor bids, etc. This really keeps the ball rolling. Thanks.
Laura Z

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Form 1095-A is a tax form used to report information about Marketplace coverage for individuals who enrolled in a qualified health plan through the Health Insurance Marketplace.
Health Insurance Marketplace issuers must file Form 1095-A to report information on individuals who enrolled in a qualified health plan through the Marketplace.
To fill out Form 1095-A, you need to provide information about the enrolled individuals, the coverage provided, and the premiums paid. This includes details such as names, social security numbers, and monthly premium amounts.
The purpose of Form 1095-A is to provide individuals with the necessary information to reconcile their advance premium tax credits and accurately report their health care coverage on their tax return.
Form 1095-A includes information such as the names and social security numbers of enrolled individuals, the months of coverage, the premium amounts, and any advance premium tax credits received.
The deadline to file Form 1095-A for the 2023 tax year is typically January 31, 2024. However, it is always recommended to check the specific deadline for the given year.
The penalty for late filing of Form 1095-A varies depending on the duration of the delay and the number of enrolled individuals. It is best to consult the official IRS guidelines or a tax professional for accurate penalty information.
With pdfFiller, you may easily complete and sign 1095 a form online. It lets you modify original PDF material, highlight, blackout, erase, and write text anywhere on a page, legally eSign your document, and do a lot more. Create a free account to handle professional papers online.
You can quickly make and fill out legal forms with the help of the pdfFiller app on your phone. Complete and sign form 1095 a and other documents on your mobile device using the application. If you want to learn more about how the PDF editor works, go to pdfFiller.com.
Yes, you can. With the pdfFiller mobile app, you can instantly edit, share, and sign 1095a form on your iOS device. Get it at the Apple Store and install it in seconds. The application is free, but you will have to create an account to purchase a subscription or activate a free trial.

Fill out your 1095 a form 2023-2024 online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview

Related to blank 1095 a form