Health Care Reform and Your Taxes

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Lately you may be hearing buzz about health care reform, Affordable Care Act, or Obamacare on the news.

These are the unofficial names for The Patient Protection and Affordable Care Act, a national health care plan signed into law by President Obama that aims to provide the majority of Americans with access to affordable health care.

Not sure what this new health care law is or if it changes anything for you and your family?  Don’t worry, TurboTax has you covered.

Here are the facts straight from our experts.

  • The Affordable Care Act requires that all Americans (with a few exceptions) have health insurance starting in 2014.
  • If you have health insurance, you’re all set.  80% of Americans already have health insurance through their employer, Medicaid, Medicare, or individual insurance and are already in compliance with the new law.  If you fall into this bucket, you don’t need to do anything.  You’re all set.
  • If you’re uninsured, you can shop for health insurance in the online Health Insurance Marketplace.  The Marketplace, which opens October 1, 2013, helps you compare your health insurance coverage options and costs.  You have until March 31, 2014 to purchase health insurance through the marketplace.  If you choose not to, you could face a health care tax penalty on your 2014 tax return (the one you file in 2015).
  • You may be eligible for financial assistance to help cover insurance cost.  If you purchase your health insurance through the online health insurance marketplace or exchange, you may be eligible for a government subsidy in the form of a tax credit.  Unlike most tax credits, you will not have to wait to receive the tax credit or subsidy; it will be applied to your insurance in 2014 when your coverage begins.
  • When it comes to the new health care law, TurboTax has you covered.  The requirement to purchase health insurance does NOT impact your 2013 tax return (the one you file in 2014).  TurboTax is up to date with all the latest tax and health care laws so you can be confident that your taxes are done right with TurboTax. 

Still have questions about how the new health care law impacts you and your family? TurboTax AnswerXchange will give you answers to your personal healthcare questions.

Just answer a few simple questions and it will tell you how the new law impacts you and whether you’re eligible for financial assistance, so that you can make the best choice for your health care needs and budget.

To find out more about the Affordable Care Act, or Obamacare,  you can also watch our video.

1,052 responses to “Health Care Reform and Your Taxes”

  1. Thanks for the information, I learned some things I wasn’t aware of, and it made me feel better about certain issues.

    • Hi Kevin,
      Changes to HSAs already occured and there are no other changes that will occur in 2014. Starting in 2011, the cost of over-the-counter medicine could not be reimbursed unless you get a prescription from your doctor. The penalty for using your HSA for noneligible medical expenses increased from 20% to 10%.
      For more answers to your specific health care questions please visit TurboTaxAnswerXchange.com
      Thank you,
      Lisa Greene-Lewis

  2. I’m in a situation like Lisa’s above–do not have job and can’t find one but don’t qualify for medicaid (at least not up until now). I’m interested in acquiring insurance. Can I just speculate that I might find work next year and it might be in a certain range so that I can pick the entry level plan being offered? I’m single with no dependents and only managed to make around $10k this year; next year, who knows. Would I qualify for medicaid instead? Also, I share an apartment with my boyfriend (both of us on the lease) but I pay my half out of my savings. Is he considered part of “my household”? We share all expenses but have no relation to each other otherwise.

  3. My husband is under the impression that the amount his employer contributes to our insurance will now be considered income. Is that true? Is that something his employer can decide on?

    • Hi Janice,
      That is not true. Your employer provided benefits will remain the same as they were before. The Affordable Care Act only charges a tax penalty to those required to have health insurance in 2014 and don’t do so.
      For more specific questions regarding your health care needs, please visit TurboTaxAnswerXchange.com
      Thank you,
      Lisa Greene-Lewis

  4. Does the subsidy go by your 2013 income or 2014 income? Also I have been laid off since June 2013 will this have an effect on the subsidy? How do I figure my annual income for this year?

  5. I am 60 and would like to retire at 62. I will not be eligible for Medicare yet, and my employer health insurance will stop. What are my options? I’m completely confused about the years between retiring at 62 and becoming eligible for Medicare.

  6. I have been under heath care from my creator for most of my 40+ years of adulthood thru faith in him and do not even have a doctor because of it. He does not push drugs nor hang me on them that compromise the immune system he gave me because his care is not a practice. I do not want to do this because it’s against the faith I have in him, and have not had any needs for it because they have been met by him. what’s the penalties I will face because of this?

  7. I looked at the exchange and was in sticker shock and I was looking for my son, how can the cost be so high and for forced to buy I don’t understand and he was under a poverty guidline and it was still high,

    • If you live in a state that didn’t work to set up a good exchange, this can happen. Washington has great, affordable options for people who take silver plans and are truly middle class or lower.

  8. With Obamacare being over 5,000 pages long and it only recently being made public, how can Turbo Tax assure its users that it understands the implications this bill will have on its users filing in different tax brackets?

    Also, what portions of the 5000 page bill is Turbo Tax most focused on when the Supreme Court has found the Bill a tax?

    • Hi,
      No you will not be taxed on the amount your employer provides towards your medical insurance. You will see the amount they contribute on your W-2 for reporting purposes only. For more answers to your specific health care questions, please visit
      http://www.TurboTaxAnswerXchange.com
      Thank you,
      Lisa Greene-Lewis

  9. My employer contributes towards my medical insurance, does this mean I will have to pay taxes on the part they contribute?

  10. Thank you for your concise answers and information. My husband is in the electrical union and is considered in a cadillac health plan.
    Will we have to add the benefit into our income for tax purposes. The insurance is free but considered as part of his total hourly compensation.

  11. I have a 23yo that I still claim as a dependent on my taxes and I carry on my employer provided insurance. If she should opt to enroll on an insurance plan within the Market Place, does this mean I could no longer claim her as a dependent on my taxes? Would she get a tax break on her taxes when she files with me still carrying her as a dependent on mine due to her low income? Will I get a tax break under this scenerio?

    • I would think no. If she gets her own insurance there is no more break for her.
      As a dependent on your taxes yes.
      As far as medical for her no I don’t think so .
      My suggestion is to keep her under your plan til age 26 that’s the best bet at this point, unless your insurance plan is not very good coverage.

  12. I am now 61 ins is way beyond what i can do, one co wanted 350 $ a month, with a very high deducatble.. (they are gonna get you with this) and only one of us is working, we need to pay rent and eat, so dont know what to do. yes we need to get ins,,,but at 61 its hard to find work,

    • Do you qualify for a silver plan that is subsidized? If your state set up an exchange of its own like mine did, you should find much cheaper options.

  13. What if I make less than 20k a year and don’t want to participate in government subsidized health care – will I still be required to pay the $95 penalty?

    • Yeah, but you could qualify for catastrophic coverage for little to no annual premium. It would be irresponsible to not check and just stay uninsured. A risk if you have an accident. I had a terrible one in my 20s uninsured and went bankrupt. It cost the taxpayers a whole lot. Shame on me.

  14. How will the government track whether you have health care insurance. Will you be sent an IRS form similar to a 1099 from your insurance company to file with your taxes????

  15. It states: The Affordable Care Act requires that all Americans (with a few exceptions) have health insurance starting in 2014.
    My question is: who are the exceptions? Why are those people or groups exempt?

  16. I currently buy insurance through my former employer (COBRA). If I buy through the exchange will I be eligible for the subsidy if my income is below the cutoff?

  17. How do we prove that we have insurance? I have a private policy in Spain, where I’m living right now. I’m still paying taxes in the USA.

  18. I no that illegal immigrants are NOT qualified or need to apply under ACA, but my question is if they are illegal and still pay taxes will they be charged the penalty even though they are not allowed to apply under ACA?

    • Illegals will still get free health care like they always have . By going to the emergency room. It is illegal for a hospital to deny treatment to anyone if they have no insurance

    • Well, if they are illegal and paying taxes, they are under false papers. So they will be taxed according to their falsified work documents. If you are a legal immigrant, this won’t be a problem

  19. Open enrollment at my place of employment is in January, which I will be signing up for, but what about children? I, like many, can barely afford to cover myself. My child already has coverage under his father’s insurance through court order. Will I be penalized on my taxes if do not cover him through my insurance?

    • Speak with your local health exchange representatives. You can find them if you live anywhere trying to help people. If not, it is worth the trip to a metro area. Even your premiums may be too high for you. So it is worth it to find out.

  20. Hello, I am currenlty unemployed and looking to be reemployed….but uncertain how long it may take…I am starting my own business meanwhile… therefore, me and my family are not covered anymore by any employer insurance. While not re-employed I need some sort of temporary coverage, but if not reemployed will need to keep this long time, can I get an insurance “while unemployed?”

    • Hi,

      You can sign up now. If your state gov’t voted for medicaid expansion, they will just put you in that as of Jan 1. If your situation changes, go online and update your income right away and you will be shown the silver options you have. Washington state has great options!

  21. I have visited the exchange for my state and the relatively affordable monthly policies have very high deductibles ($10,000/yr). and run around $200/month. I found nothing with the low $500) deductible I have now at any price. So let me get this straight – I pay a minimum of $2400/yr and STILL get NOTHING until I’ve forked out $10,000?
    I’ll stay with my employer plan even though I get no tax break for it although that seems rather unfair. Kinda makes it sound like just another government handout…

    • If your state did not create their own health exchange (like Washington and California) in time, you have only the federal plans for your state which had little competition. Washington has plans with higher monthly, low deductibles and very cheap with higher deductables and low to zero premiums depending on income.

  22. My mother in-law lives with us and she does’nt have health insurance, she is 76 yrs old but she never worked in the US, how can we get health insurance for her?

  23. I currently have very high cost health insurance, my employer does not offer it through work. I was informed that my premiums are going to increase almost $82 by next March which puts it too high to pay (over $300 per month with a $5000 deductible). Can I or should I, cancel what I have and sign up for this Obamacare? I am so confused! Please help!

    • You don’t need to cancel. If you are self insured, you can check the health exchange and see what they offer. Your insurance won’t change til January. I have Cobra and I qualify. When it asks if you have insurance, self paid plans don’t count. If you can find a better deal on the exchange, and if you are in a prepared state you will, you can take it and dump your insurance as of Jan 1.

  24. My daughter and I have health care through the state (Badger Care). Does this count, or do I have to get additional health care?

    • Check with a local health exchange advisor. If Medicaid expanded in your state, you may have a completely different program to sign up for. It is better.

  25. My mother-in-law (66 years old) has resently had many helth problems that caused her to quit working as a waitress. She has no money and can not live on her own.She dose collect $700 from SS. We have moved her in with us. Can I clam her on my taxes as a dependent? If so can I add her to my insurance?

  26. Hello! Im a single mom I have health insurance thru my work which is very expensive but my 3 children are covered under Medicare will I be penalized or made to get them other insurance?

    • You may qualify under the new medicaid expansion or get a lower subsidized insurance. Check with a local health exhgange advisor.

  27. Good Morning, I am a mother of 4 children. My husband and I are losing our jobs because it is giong oversees. We are going to be just over the Family health plus, and we dont make enough to pay out of pocket. How taxes are going to be highly affected because of this decision in health care ? What do we do?

  28. I have been covered by my husband’s insurance for years now. Now we are being told that if my employer offers insurance I will be required to take that or my husband will be charged additional money over and above the premiums for employee plus one. Would any of these extra charges be deductible if I/we itemize? Is this something that is going to be more common?

  29. When on Medicare we need to purchase another insurance, will That one be able to get credit on the taxes? My husband and I have the insurance through my work. Thank you for the help.

  30. My wife and I are not offered insurance threw work, we pay out of our pocket do we get a tax credit on our monthly payments to have insurance on our family?

    • Mark,
      Only insurance purchased through the Marketplace or exchange qualifies for the tax credits. If you keep your current policy, you will not qualify for the credit.

      For additional answers to your specific health insurance questions, please visit
      http://www.TurboTaxAnswerXchange.com

      Thank you,
      Mary Ellen

  31. This is the best information I have heard. I agree that you should help the government explain it to the masses. I think the part I don’t understand is why businesses are canceling insurance. Are they expecting premiums to rise because of the Affordable Care Act. Thanks for your help.

  32. What is the dollar cut off for a high benefit or so called “Cadillac plans” to have to pay an additional federal tax on

  33. Hi, My 20 year old grandson is unemployed and has been so far all year. His mom is employed and could add him to her policy which would cover him in 2014. It is not a good policy with a large deductible and she really cannot afford the additional large premium. Is he eligible to purchase through the exchange? Thank you.

  34. I am under the care of an oncologist. How will I know when I choose a plan whether my doctors and prescriptions will be covered.

  35. I am over 65 and enrolled in Medicare Part A only. Is this sufficient to avoid the tax for non-insureds? How will the government determine who does and who doesn’t have insurance?

    • Hi Amber,
      If you have employer provided insurance you can purchase in the Marketplace, but you may not get assistance with your premiums if your employer is offering affordable coverage meaning the share you pay for insurance is no more than 9.5% of annual household income and your employer provided plan meets minimum value (designed to pay at least 60% of the total cost of medical services).
      Your employer can tell you if the insurance provided meets these standards.
      To get more answers to your specific health care questions, you can go to TurboTaxAnswerXchange.com
      Thank you,
      Lisa Greene-Lewis

    • my daughter has 2 children one of them is 20 years and in Cosmetology through student loans… the other is in high school. she works for athe unified school district as a preschool teacher he incoe is 50K a year. Will she get subsidy payments

  36. I can get insurance through my employer for my entire family. But I cannot afford it. Their open enrollment doesn’t begin until jan with an effective date of feb 1. How for I determine if I can qualify to purchase through the marketplace and qualify for a subsidy. Thanks.

    • Hi Jon,
      You can go to TurboTaxAnswerXchange.com and answer a few questions and you will find out if you are eligible for insurance and a subsidy through the Marketplace.
      Thank you,
      Lisa Greene-Lewis

  37. I currently do not have health insurance. However, I work for a large corporation that stated they will be giving health insurance to its employees a year later since the employer mandate got delayed a year. My question is, will I face a penalty if I simply wait for my job insurance? Or I am exempt since my job will be giving me healthcare a year from now?

    • Hi Jean,
      The employer mandate was extended giving employers another year to get health insurance, however the individual mandate was not extended, which requires uninsured individuals to have insurance by March 31, 2014 so you will not be exempt.
      For more answers to your specific health care questions, visit TurboTaxAnswerXchange.com
      Thank you,
      Lisa Greene-Lewis

  38. I’m retired and buy health insurance through my former employer. It is still quite expensive though. Can I get assistance with premiums or in the form of a tax deduction?

    • Hi Mary,
      You will not be eligible for assistance unless you purchase health insurance in the Health Insurance Marketplace. You can deduct your health insurance premiums if you itemize your tax deductions and your medical expenses exceed 10% of your adjusted gross income (7.5% if 65 and over).
      If you have more questions on specific health care questions, you can also visit TurboTaxAnswerXchange.com
      Thank you,
      Lisa Greene-Lewis

  39. I receive social security, plus took a withdrawal from an IRA, and in 2013 had some unemployment benefits. What counts as income? What’s exempt?

    • Hi Marjorie,
      The Marketplace will count unemployment, non-taxable social security and your income from your IRA withdrawl.
      For additional health care questions, please visit TurboTaxAnswerXchange.com
      Thank you,
      Lisa Greene-Lewis

    • Hey Tom,
      If you have VA health care, you are not required to purchase health insurance under the Affordable Care Act.
      For additional questions regarding your specific health care, please visit TurboTaxAnswerXchange.com
      Thank you,
      Lisa Greene-Lewis

  40. Our small business (>10 employees) will only get the health insurance tax credit if we go through SHOP. (We get about $1000 credit annually right now) We pay well and cover the majority of our employees insurance premium (66%) It looks like we might as well drop coverage so that a couple of our employees who would be eligible for subsidies by going through the marketplace can save some money (large family, spouse’s jobs don’t provide health insurance, our employee is primary bread winner, and earns about 42K, which is well above average for the market, spouse earns less, about 24K) Am I misunderstanding? The premiums through SHOP will be higher than we currently pay, because our employees are older than 27. Our long time, older employees will have a $200+ a month increase in premium according to the listed rates, but will likely not be eligible for a subsidy. Looks like workers will pay more (taxes pay the subsidies) for insurance in the long run, no matter what. Do I misunderstand? Am I the only one in this dilemma? If I keep my plan, this one gets no subsidy and I get no tax credit (and as a majority they pay less overall) or I can drop my plan and let all employees face higher premiums!

  41. If you get fired and lose your healthcare for any amount of time, will you have to pay the penalty for not having insurance. Because it takes 90 days for new insurance to kick in when switching jobs etc…

    • Hi Natalie,
      Since that is considered a life event or change, you are given a grace period and you can purchase insurance through the Health Insurance Marketplace outside of the open enrollment period (October 1, 2013 – March 31, 2014). If you have a gap in coverage of less than 3 months you are exempt from the penalty.
      For more answers to your specific health care questions please visit TurboTaxAnswerXchange.com
      Thank you,
      Lisa Greene-Lewis

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