ACA – Exemptions



Exemptions (Form 8965)

If the Exemption question is answered “YES”, Form 8965 will be added to the return.


Part I for exemptions granted by the Marketplace – the taxpayer needs an Exemption Certificate number (ECN) from the marketplace.

Part II for a household exemption – [TSQuestion] How do we easily get the answer to this question???

Part III for individual exemptions – check the months for which the exemption code applies. If several codes apply for a person, use a separate line for each code but only use one code for any one month. Code A (unaffordable) should not be used if another code applies.