Jack from Ohio

Most likely, Samsung will not support WIN7 for that printer. Planned obsolescence.

Agree. Software is not that expensive.

It did that in 2013.

Use only the amount that applies to 2014. There is a worksheet on the SS tab.

The only way NOT to include Form 8965 is if all members of the household are covered with MEC for the whole year. Otherwise, Form 8965 is required.

Tuesday, February 3, 2015 ACA Exemption Worksheets In direct response to customer requests, we have added another resource to help you deal with changes related to the ACA. New worksheets described in the 8965 IRS instructions (see pages 10 and 11) are now available. The new worksheets will be helpful when determining whether taxpayers qualify for the affordability exemption rather than performing the calculations by hand. Tax law changes around ACA continue to challenge preparers this season. The ATX team has a variety of resources available to help you address clients’ questions. Please visit the ACA Resource Center to access these helpful materials. Posted by ATX-John at 3:34 PM Labels: ACA, Affordable Care Act, ATX

That document concerns how the IRS treats a person filing bankruptcy AFTER being assessed Shared Responsibility Payments in prior years. Nothing to do with claiming the hardship exemption.

I totally agree. Anything else would not stand at audit.

Thank you Tom for the first sensible answer. If I had found guidance, I would not have posted the question.

That is why I chose to be proactive and learn it BEFORE tax season.

2014, only employers with 100 or more employees are REQUIRED to show the information on the W-2. 2015, employer with 50 or more employees are required to report it.

To be deductible, must be to a charitable organization, 501(c )(3) and you must have documentation from the recipient organization.

I say NO charitable deduction. The organizations mentioned are not 501(c )(3) organizations. No direct donation of money or items are involved.

Incorrect... The hardship exemption requirement are clear. What is not clear is when the 6 months starts. If any of the following circumstances apply to you, you may qualify for a “hardship” exemption from the penalty: You were homeless You were evicted in the past 6 months or were facing eviction or foreclosure You received a shut-off notice from a utility company You recently experienced domestic violence You recently experienced the death of a close family member You experienced a fire, flood, or other natural or human-caused disaster that caused substantial damage to your property You filed for bankruptcy in the last 6 months You had medical expenses you couldn’t pay in the last 24 months that resulted in substantial debt You experienced unexpected increases in necessary expenses due to caring for an ill, disabled, or aging family member You expect to claim a child as a tax dependent who’s been denied coverage in Medicaid and CHIP, and another person is required by court order to give medical support to the child. In this case, you don't have the pay the penalty for the child. As a result of an eligibility appeals decision, you’re eligible for enrollment in a qualified health plan (QHP) through the Marketplace, lower costs on your monthly premiums, or cost-sharing reductions for a time period when you weren’t enrolled in a QHP through the Marketplace You were determined ineligible for Medicaid because your state didn’t expand eligibility for Medicaid under the Affordable Care Act Your individual insurance plan was cancelled and you believe other Marketplace plans are unaffordable You experienced another hardship in obtaining health insurance https://www.healthcare.gov/fees-exemptions/hardship-exemptions/

The hardship exemption for bankruptcy specifically says "filed." You filed for bankruptcy in the last 6 months https://www.healthcare.gov/fees-exemptions/hardship-exemptions/

The exemption states that the bankruptcy must be filed in the last 6 months. My take is that it must be the date of the original filing of the bankruptcy, and must be within the last 6 months of 2014, the year for which the tax return applies. And the document necessary must be a copy of the original filing document from the courts. Therefore, if a person filed for bankruptcy on June 30, 2014, they could not use bankruptcy as a hardship exemption. However, I can't locate any substantiation or guidance from the IRS about this question.

Exemption certificate can only be acquired by filing a form, paper in the mail, requesting the hardship exemption. The information is specific about in the last 6 months.

If you seriously believed that, you should get some training right now!!!

I hope you are being sarcastic??? Max can be as much as $2K depending upon household income.

One of the hardship exemptions allowed is "Filing bankruptcy within the last 6 months." When applying for the exemption certificate # on the marketplace, the client must send "Official bankruptcy filing documents" to support their request. Questions: 1. Does the 6 months refer to the last 6 months of 2014, or 6 months from the date the client is filing? 2. Does the reference to "Official bankruptcy filing documents" refer to the initial filing date of the bankruptcy, or would any of the follow-up documents such as the letter stating that all parts of the bankruptcy have been approved be acceptable. I know there can be a considerable lag between filing and final approval. I have searched and cannot find any guidance about these two items. Anyone else?

Send someone to H&R for some business cards. When they say that, hand them one... I have finally come to the conclusion that I do NOT want to be the cheapest preparer in town. If a person comes to me because I am the cheapest, next year they will look and find someone cheaper... I have half a file drawer full of those type of former clients. I am worth what I charge. I may lose some this season, but year after next they come back.

The program commands will override the printer settings. I print to .pdf for storage. Then before I close the .pdf, I send it to my printer with duplex command. Works every time. To the point of not allowing state forms to be duplexed, the representative here in Ohio tried to tell me that as well. Then I had him look at a paper form that the state would send out if requested. Guess what, it was double sided. He was very quiet after that. It is NOT my job to make the people who work at the tax agency have an easier job. If paper filing a state return, and their people are not smart enough to look at the back, or their scanners are so pathetic that they cannot handle it, that is NOT my problem. I rarely paper file any returns. But when I do, they are duplex printed.

I just looked at the new worksheets on Form 8965. Follow the steps on the affordability worksheets and it will properly calculate if they are eligible for exemption or if they are subject to the "Shared Responsibility Payment" (hereafter referred to as penalty).

Just wait. Nothing more to do. 2nd option would be to call your Representative in Congress and complain. Both options will result in the final approved version being released on the same day. (s)

Isn't that directly from Pub 17? I am surprised at all the answers to the contrary of what has been the rules for decades.