Getting MAGI Right

Presented by Christine Speidel, a staff attorney in Vermont Legal Aid's Office of the Health Care Advocate and the Low Income Taxpayer Project, and Wayne Turner, a staff attorney with the National Health Law Program (NHeLP) in Washington DC.

The presentation covers:

  • MAGI FAQs
    • household rules
    • what income counts
  • Reconciliation and IRS Forms
    • Premium Tax Credits, exemptions, and penalties
    • IRS Forms 8962, 8965, 1095 A-C
  • PTC complications
    • shifting enrollees
    • allocation
    • alternative marriage calculation
  • IRS collections and due process

Handouts
2015 Filing Requirements for Dependents
ACA Filing Status Examples

Attachment Size
Getting MAGI Right 12-6-2015.pdf1.67 MB 1.67 MB
Source URL: https://vtlawhelp.org/getting-magi-right

List of links present in page
  1. https://vtlawhelp.org/getting-magi-right
  2. http://www.vtlawhelp.org/sites/default/files/2015%20Filing%20Requirements%20for%20Dependents.pdf
  3. http://www.vtlawhelp.org/aca-filing-status-examples
  4. https://vtlawhelp.org/sites/default/files/Getting%20MAGI%20Right%2012-6-2015.pdf