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How to Fill IRS Form 8965 - Tips and Sample

Audrey Goodwin

2024-04-18 11:56:27 • Filed to: Other IRS Forms • Proven solutions

How do I inform the US government of the fact that I fall within one of the exemptions to the Affordable Care Act?

Well, what you need to do is file IRS form 8965 when doing your Federal income taxes. Form 8965 is a health care exemption coverage form for not having a health insurance cover during the tax year. This IRS 8965 health form is filled by persons whose income was below the filing threshold, if you have unaffordable coverage, or if someone in your tax household didn't have minimum essential coverage for each month of the tax year. You can check health care exemption form 8965 instructions before you start filling it.

Filling out this form entails answering a few questions and you can only fill out well if you have a correct PDF form filler.

The Best Form Filler for IRS Form 8965

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Instructions on How to Fill IRS Form 8965 Right

Having looked at the features of for PDFelement, let us now see how you can use it to fill form 8965 2018 or form 8965 for the tax year 2017 in detail. Let us get started.

Step 1: First, head to IRS website and download IRS form 8965 2018. Within the IRS website are instructions for form 8965 in PDF and HTML format. Consider going through the instructions before you start filling the health exemption form.

Step 2: Next, you need to download the PDFelement software to your computer. Click on the "Free Dowbload" button. From there, follow the wizard and install it on your computer. You should complete this within a few minutes.

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Step 3: After that, now launch the application on your computer. On its home window, navigate to the bottom left and click on "Open File" option. Browse the downloaded IRS form 8965 and open it.

Step 4: Form 8965, will then open ready for you to fill. Read through it first then under "Name as shown on the return" you provide the name of the person who needs to be exempted who could be your or another person if your filling for them. From there, provide the social security number.

Step 5: Next is to fill out part 1 of 8965 form 2018 form. Here you are required to provide your details or the member of your tax household who has an exemption of health care allowed by the marketplace. Provide the correct names, corresponding social security number and the exemption certificate number.

Step 6: From there move to part II. Here, you are required to answer if you are claiming coverage exemption because your household income or gross income is below the filing threshold. So, you just have to tick the box at.

Step 7: Now, head to the last part of form 8965. Part III is the coverage exemptions claimed on your return for individuals. Provide the details of the persons claiming exemption on your return within the taxing year. Give the name, social security number, exemption type and the mark the months. That is all

Step 8: Lastly, go through what you filled to verify before saving the file. To save the form, click on "File" browse where to save your IRS for 8965 and save it. After that, you can submit it.

Tips and Warnings for IRS Form 8965

Here are a few tips that you need to know when filling form 8965 for the tax year 2017 or 2018.

You need to attach form 8965 with your tax return.
You must fill Form 8965 even if you had a one-month exemption during the year, you must report that one month on your return.
If you are eligible and you do not fill form 8965 you will have to pay a fine according to the Affordable care act.
If you fill them incorrectly you will also have to pay a penalty hence it is important to go through the instructions and then fill it ours correctly.