Combining Tax Prep and Affordable Health Insurance

A Wealthier and Healthier Tax Time

The Affordable Care Act’s (ACA) launch in October brought big changes to the coming tax-filing season.  This year only, health insurance enrollment under ACA will overlap with tax season.  While penalties will apply in future tax seasons, this year, families can enroll in health insurance and get the coverage they need instead of a larger tax bill.

To help you integrate ACA into your EITC/CTC efforts, the RuFES Action Network offered a webinar in November 2013 featuring Elizabeth Colvin, Impact Investment Director from Foundation Communities, and Tara Straw, Senior Policy Analyst in the Health Policy Department of the Center on Budget and Policy Priorities.  Both shared their organizations’ complementary efforts to link ACA, EITC and other tax preparation assistance for rural families.

Watch the Webinar

Watch the full webinar.

Watch Part I: EITC/CTC Basics, presented by Janet Topolsky, Aspen Institute Community Strategies Group

Watch Part II: The Affordable Care Act and Taxes, presented by Tara Straw, Center on Budget and Policy Priorities

Watch Part III: Integrating ACA and EITC/CTC Efforts in Central Texas, presented by Elizabeth Colvin, Foundation Communities

Download the Presentation

Download Webinar Presentation Slides

Webinar Q&A


Permissible Guidance:

Affordable Care Act and Families:


Premium Tax Credit:

Other General Questions about Health Insurance Offered through the Affordable Care Act Marketplace:

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Additional Resources

View the EITC and CTC Resource Guide.

Get more information about the Earned Income Tax Credit:

Training Resources:

Understand the KFF Requirement to Buy Coverage under the Affordable Care Act [Kaiser Family Foundation].

Download the Insure Central Texas Info Sheet for a checklist of documents to bring when receiving tax preparation assistance and a worksheet to help consumers determine what’s most important for them in selecting an insurance plan.  [Insure Central Texas].

Download the MAGI Tool for assistance in determining the Modified Adjusted Gross Income under the Affordable Care Act [UC Berkeley Labor Center].

Download this Guide for Self-Employed Taxpayers and Independent Contractors to assist in calculating total income and expenses for the year.

RuFES is a project of the Annie E. Casey Foundation and the Aspen Institute Community Strategies Group.
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