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02-07-2017 09:13 PM
My family participates in a Christian Health Care Sharing ministry which is an approved exemption from the Affordable Care Act. Unfortunately, this year's version of the software does not make it clear how I report this in the Taxes section.
Last year, there was an option built into the program to handle this situation, but I am not finding it this year.
Can you please direct me how to apply this exemption in the 2016 software?
Solved! Go to Solution.
02-07-2017 10:25 PM
Welcome to the H&R Block community.
I will gladly help you figure this out.
Please look for a private message from me.
Senior Tax Advisor (Tampa, FL)
02-08-2017 12:01 AM
This is the what you'll need to do. I wrote this procedure using the online version of the software, however it should be pretty much the same in the desktop interview. Please follow these steps:
Let me know if you have any further difficulty.
02-08-2017 07:34 AM
Thanks Louis. What you described is what I was expecting to find in the software (Desktop Premium). Unfortunately, the current version of the software does not contain the list of exemptions you reference in step 10.
Is there any way to report this issue to the HR Block development team to see if they intend to include this in a future software update?
02-08-2017 11:24 AM
Unfortunately I cannot access desktop to see what they changed in it or where the exemptions are in that version, however you can access the forms themselves and fill them out manually. For exemptions it's Form 8965 that you'll need to fill out, and the healthcare sharing ministry exemption is claimed using exemption code "D".
You can also call support at 1-800-HRBLOCK or go through online chat to speak to an agent who can help you with things in the desktop version.
Chat is available Monday through Friday from 8am to 5pm.
02-08-2017 08:33 PM
I decided to step carefully through the Health Care Coverage section again tonight and was able to find the answer to my question. It is not obviously in the program if you follow through step by step, but I was able to find it by doing the following:
1. Visit Taxes -> Health Care Coverage
2. Choose "None of us had insurance at any time in 2016.
3. Click Next
4. Click Next
5. Answer "Nondependents In Your Household" question...I answered "No"
6. Click Next
7. "Marketplace Exemptions" -> Select "No" for both quetions
8. Click Next
9. Click Next on the "Marketplace Exemption Certificate" view
10. Click "Finished"
11. Answer "Dependent Returns"
12. Click Next
13. Click Finished
14. This is the key step you need...on the "Exemptions You Might Qualify For" view, select "Yes"
15. Click Next
16. Add the exemptions for each of your family members, the "Add Exemption" page will have the "Healthcare Sharing Ministry" option available.
17. Click "Finished"
18. Receive the "No Shared Responsibility Payment" view!
I'm not sure how I missed this the first few times through the section, but I hope this helps someone else.
Thanks to LouisH for your help and for convincing me that this had to be in the software somewhere.
I even spent 40 minutes on live chat today with HR Block and they could not direct me how to do this...
02-17-2018 11:27 PM
Thank you so much! We have spent 2 hours trying to figure it out, called and got no where. We ran across what you said and it worked! What a relief. THANKS YOU!
04-05-2018 04:17 PM
Thanks very much for this solution. My wife was on health share plan and I'm on Medi-Care. I never would have figured this out and was preparing to submit return as a hard copy so I could manually complete form 8965. When I called H&R Block the person I spoke with had no idea how to navigate this section of software.
04-16-2018 07:32 PM
We were in a similar situation where most of my family was covered by some qualifying insurance plan, but my wife was covered by a health care sharing ministry. In this case, we started the process by clicking the "Neither Applies – my household was partially covered in 20xx" but from there we ended up plowing into the weeds on H&R Block.com. Based on the excellent answer on this page, here is how we eventually navigated the system to enter the correct coverages and exemptions:
Page 1: Did everyone in your household have health insurance in 2017?
Page 2: What kind of insurance did your household have in 2017?
Page 3: Here's what you need to know about the ACA.
Page 4: Let's talk about any nondependents in your household.
Page 5: Let's talk about marketplace exemptions.
Page 6: Now, tell us about any 2017 returns your dependents are filing.
Page 7: Now, tell us when each person in your household had health insurance in 2017
Page 8: "Do you want to apply for an exemption?"
Page 9: Which exemption are you applying for?
this is where the magic door opens
Page 10: Great news! You don't owe a shared responsiblity [sic] payment for 2017.