IRS Reverses Policy, Requires Individuals to Certify Individual Mandate Compliance

October 19, 2017

On Oct. 13, 2017, the IRS reversed a recent policy change in how it monitors compliance with the ACA’s individual mandate. For the upcoming 2018 filing season (filing 2017 tax returns), the IRS‎ will not accept electronically filed tax returns where the taxpayer does not certify whether the individual had health insurance for the year. In addition, paper returns that do not certify compliance with the individual mandate may be suspended pending receipt of additional information, and any refunds due may be delayed.

This upcoming tax filing season will be the first time the IRS will not accept tax returns that omit this health coverage information. As a result, taxpayers should indicate on their 2017 tax returns whether they (and everyone on their return) had health coverage, qualified for an exemption or are paying an individual mandate penalty.

See this ACA Compliance Bulletin for more details.

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