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ATX 13.7 Update/ Organizer to be released 10/23/14


Lee B

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from Stephanie B

Director of Customer Care

13.7 will be released tomorrow- Oct 23rd. I just blogged the information and posted another thread to the community board as well.

1040 Organizers

An Organizer is a pre-assembled packet of worksheets that can help you and your 1040 clients organize tax information for the upcoming tax season. When you add an organizer to the client's return, information from the client's previous tax year return is populated in the organizer worksheets. Send the worksheets to your clients so they can provide you with the new numbers for the upcoming tax year.

The organizer includes three questions related to ACA:

1) Was there any month in 2014 where the individual health insurance mandate was not met for you or your dependents?

2) Did you receive Form 1095-A, Health Insurance Marketplace Statement?

3) Did you have a Health Insurance Marketplace granted coverage exemption or are you claiming a coverage exemption?

For more information, see the Organizers Overview in Program Help

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