is there a paper application for obamacare and a paper application for the religious exemption?
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Yes and yes.
The links are on these pages:
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Religious Ins exemptions you must also give up SS?
I open the https://www.healthcare.gov/exemptions/ and one of the bullet points relating to religion is:
•You’re a member of a recognized religious sect with religious objections to insurance, including Social Security and Medicare
So if you are a member of a recognized religion and object to having insurance, you also must also not accept Social Security?
Am I reading that correctly?Comment
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Yes, that is correct. What the average person calls "Social Security" is properly called the Old Age, Survivors, and Disability Insurance (OASDI) program, and various court cases have confirmed that OASDI is a form of insurance and not a pension (as it is frequently characterized among the general population).Originally posted by AZ-Tax View Post
Certain religious groups that have an objection to obtaining insurance (e.g. the Old-Order Amish) are exempt from paying OASDI and Medicare taxes (through a provision added to public law in the 1960s, when Medicare was passed) because, although FICA is a tax mechanism, the statutory benefits that it funds are insurance programs. The application for exemption is made via IRS Form 4029.
The PPACA individual mandate excludes anyone who has obtained such an exception.--
James C. Samans ("Jamie")Comment
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Thank you, that's what i needed. I had looked many times, but couldn't find. It reads as if children in the household of an exempt person can apply for an exemption even though they have not filed the 4029 as long as they are a member of the recognized religious sect.Comment
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I'm not sure. For the Amish, the requirement is that they must have formally joined the church, something that does not happen until they reach adulthood. Children and young adults who have earned income prior to doing so are subject to FICA and do pay the tax. The ACA exemption may be less restrictive since the significance of opting out doesn't have the sort of impact on the Treasury that comes from avoiding FICA.Originally posted by JenMO View Post--
James C. Samans ("Jamie")Comment
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The way the Regulations read, the most exemptions are only good for one year. Religious exemptions seem to be for "a continuing basis", and must be renewed after the person turns 21 years old.
(b) Duration of single exemption. Except as specified in paragraphs (c)(2), (f)(2), and (g) of this section, the Exchange may provide a certificate of exemption only for the calendar year in which an applicant submitted an application for such exemption.
(c) Religious conscience. (1) The Exchange must determine an applicant eligible for an exemption for any month if the applicant is a member of a recognized religious sect or division described in section 1402(g)(1) of the Code, and an adherent of established tenets or teachings of such sect or division, for such month in accordance with section 5000A(d)(2)(A) of the Code.
(2) Duration of exemption for religious conscience. (i) The Exchange must grant the certificate of exemption specified in this paragraph to an applicant who meets the standards provided in paragraph (c)(1) of this section for a month on a continuing basis, until the month after the month of the individual's 21st birthday, or until such time that an individual reports that he or she no longer meets the standards provided in paragraph (c)(1) of this section.
(ii) If the Exchange granted a certificate of exemption in this category to an applicant prior to his or her reaching the age of 21, the Exchange must send the applicant a notice upon reaching the age of 21 informing the applicant that he or she must submit a new exemption application to maintain the certificate of exemption.
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