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Important: if you will be claiming a hardship exemption from the health insurance requirement

Categories Tax Tips (Fed)

Hardship Exemption Certificate Number Requirement

The Affordable Care Act (ACA) established statutory exemptions from the individual shared responsibility payment when the taxpayer experiences “hardships” preventing them from being able to purchase health insurance coverage. Some exemptions are claimed on the tax return, while some require an application through the exchange. An exemption obtained through the exchange has a unique Exemption Certificate Number (ECN). This number is required to report on the Form 8965, Part 1, otherwise the income tax return will be rejected. There is no way to get the ECN electronically. You will need to complete the application and wait to receive the ECN in 2-3 weeks

IRS §7216 Disclosure Rules prohibit me from using your tax information to determine whether or not I think you need to complete the hardship application.

What this means to you:  If you are claiming an exemption from the health insurance requirement you will want to complete the application as early as possible.

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