Slides from an Enroll America webinar on January 26, 2015. Join hosts Enroll America and Intuit TurboTax to hear about how taxes and health coverage are now more connected now than ever. With health coverage status affecting taxes for the first time this year and the close of the second open enrollment period (OE2) overlapping with the start of the tax filing season, enrollment stakeholders should seize the tax filing moment as another great venue to help consumers get covered and stay covered. Come learn about ways to leverage partnerships with tax-focused groups and get answers to your questions about the ways health coverage relates to tax filing. This webinar is appropriate for enrollment stakeholders working on outreach and enrollment.
23. ACA Year One
16,000 enrollment assists
5,900 individuals enrolled in QHPs
94% qualified for PTC
Insure Central Texas assisted 1 out of 11 Travis County
(Austin) residents who enrolled in Marketplace plans.
26. ACA Enrollment & Tax Preparation
Program Intersections
ü Overlapping
cons/tuencies
ü Overlapping
calendar
ü Similar
infrastructure
needs
ü Access
to
tax/ACA
exper/se
ü Just-‐in-‐/me
educa/on
+
assistance
27. Combined Outreach & Education
ü Flyer
distribu/on
ü Press
advisories
on
impact
of
ACA
on
2014
tax
returns
ü Community
Coffees
What
you
need
to
know
about
TAXES
and
the
Affordable
Care
Act
For
Community
Leaders,
Nonprofits,
and
Service
Providers
Founda/on
Communi/es
offers
free
tax
prepara/on
and
health
insurance
enrollment
7
days
a
week
to
serve
the
community.
Join
us
for
coffee
and
learn
what
is
new
with
taxes
and
the
Affordable
Care
Act,
how
the
penalty
works,
and
how
you
can
connect
your
clients
to
Founda/on
Communi/es’
free
services.
Where:
Highland
Mall
(6001
Airport
Blvd)
When:
January
20
from
8:45am
to
9:45am
28. Tax Training for Enrollment Assisters
ü Applicant’s
Filing
Status
• Married
Filing
Separate
and
excep/ons
ü Applicant’s
Tax
Household
• Who
can
be
claimed
as
a
dependent
ü Household
Income
• Understanding
Schedule
C
ü Tax
Planning
for
2015
• Household
size
• Income/Expenses
29. Partnerships
ü CPAs
/
Tax
Preparers
ü Community
Clinics
ü Health-‐oriented
nonprofits
ü Health
access
programs
ü Hospitals
30. Uninsured single mother: 21 years old and $20,000/yr
Paid $95 penalty on 2014 tax return.
Referral from
Tax Preparer
Purchased insurance for 2015 @ $24/mo = $288/yr
Has comprehensive health insurance + avoids $325 penalty
31. Elizabeth
Colvin
Director,
Insure
Central
Texas
A
program
of
Founda/on
Communi/es
Elizabeth.Colvin@foundcom.org
512.554.4409