Today I had my first client with complicated issues for meeting the ACA filing Requirements.
Issues
Divorced during year
Coverage dropped from spouses policy
Dependent covered all year
Did not go to the exchange and get insurance for the rest of the year
Has not filed for exemption
Doesn't have a clue that this was coming up this year…HER response to my questioner: OH THAT STUFF IS FOR THIS YEAR…Ha
So it was fun when she filled out my questioner for healthcare. I also told her that the $25 1040ez in the past would be closer to $100 by the time I do all the forms and worksheets.
Well this was a learning experience on the reaction of the client, the challenge of educating the client and then the bad news of the jump in cost.
This is going to be a rough season…..
Mark
Issues
Divorced during year
Coverage dropped from spouses policy
Dependent covered all year
Did not go to the exchange and get insurance for the rest of the year
Has not filed for exemption
Doesn't have a clue that this was coming up this year…HER response to my questioner: OH THAT STUFF IS FOR THIS YEAR…Ha
So it was fun when she filled out my questioner for healthcare. I also told her that the $25 1040ez in the past would be closer to $100 by the time I do all the forms and worksheets.
Well this was a learning experience on the reaction of the client, the challenge of educating the client and then the bad news of the jump in cost.
This is going to be a rough season…..
Mark
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