Which Health Insurance Forms Should You Include With Your Taxes?

Here is an important tax tip about your health insurance documentation. As you gather your tax forms, do not forget to include your health insurance documents. These are the forms that you may receive in the mail to complete your tax return.

These information forms are (in MA): 

You can learn more about this form in the video below:

 

The other information forms are your 1095 forms.

1095 forms are sent to you by your Health Insurance Marketplace or by your Health Insurance Carrier. While you no longer need to prove you have health insurance, you will want to include these forms to reconcile premium tax credits or for extra deductions that you may be eligible to claim when filing your taxes.

Kristin-w-background-2

I’m Kristin, the PWCPA PC Customer Success Specialist. For more information about this topic, or any other, you can always reach me through our customer ticketing system.