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Level 1
December 7, 2019
Solved

Can a customer who is an American Citizen to avoid the fee which has been imposed for not being covered for medical insurance on 2018 ?

I have a client that claims he does not need to pay the fee imposed for not having medical insurance. He is a citizen, and did not have medical insurance for himself, for all of tax year 2018.

Is there any circumstance, where he does not need to pay this fee?

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TaxMonkeyAnswer
Level 7
December 7, 2019

Are you kidding? there are at least a dozen exceptions to that penalty.  Review the instructions to Form 8965 for a list:


https://www.irs.gov/instructions/i8965#idm140345395828880

2 replies

December 7, 2019
"I have a client that claims he does not need to pay the fee imposed for not having medical insurance"

That statement seems like a 'red flag' to me, unless he told you WHY did does not need to pay the fee.
TaxMonkeyAnswer
Level 7
December 7, 2019

Are you kidding? there are at least a dozen exceptions to that penalty.  Review the instructions to Form 8965 for a list:


https://www.irs.gov/instructions/i8965#idm140345395828880