You received Form 1095-A. What do you need to do?

irs 1095As soon as you receive your Form 1095-A statement, keep it with your other tax-related documents. Similar to a W-2 or 1099 form, you will need to have it on hand if you prepare your own taxes, or you’ll need to provide it to the tax professional who helps prepare and file your taxes.

Use the information on Form 1095-A to complete the IRS Form 8962, which you will need to file with you federal income taxes to make sure the APTC amount paid to your health plan on behalf was correct.


Legacy Partners Insurance & Financial Services Inc. is providing life insurance, health insurance, critical illness insurance, disability income insurance, estate planning, education planning, last expense planning in Glendale, Burbank, Pasadena, Van Nuys, North Hollywood, Studio City, Northridge, Sherman Oaks, Encino, Los Angeles, Hollywood and the rest of the cities in the State of California.  Legacy Partners is also offering services in Nevada.