Health Care

Health Care

How do health care reform and taxes connect? The Affordable Care Act is single largest change to the tax code in two decades. Find help navigating the complexities of the new health care legislation, Medicare, Medicaid and other medical deductions.

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Pioneer
Posts: 1
Registered: ‎02-04-2018
Accepted Solution

Form 8965 Exemptions

We have prepared our taxes online with H & R Block.  My husband had health insurance for part of 2017 and then joined Christian Healthcare Ministries the remainder of the year which makes him exempt from any penalty.  We are having problems finding where to indicate his membership in the cost-sharing ministry in order to avoid the penalty.  How do we finish up our return??

Associate (Pioneer)
Posts: 37
Registered: ‎01-08-2018

Re: Form 8965 Exemptions

Hello 7972HS,

 

Welcome to H&R Block Community.

 

If the Christian Healthcare Ministries qualified for the health care sharing ministry exemption, you will need to fill out Form 8965 to receive this exemption.  On the Form 8965, enter code “D” in Part III, column (c). Identify the months in which this exemption applies.


Best of luck. I hope this helps you out! Please ask if you have any further questions.

Lacy J
Tax Research Specialist

Valued Pioneer
Posts: 3
Registered: ‎02-07-2016

Re: Form 8965 Exemptions

Where do we find this form?!? It seems that there may be an issue with the software still as I just tried filing today and I also qualify for an exemption though never got to the form anywhere (only area asking about "marketplace exemptions"?!!? 

Valued Pioneer
Posts: 3
Registered: ‎03-27-2018

Re: Form 8965 Exemptions

I agree; the software does not allow you to fill out Part III; it only wants marketplace exemptions.  I called H&R help and they could not / would not assist with this issue.