The below screenshots highlight how Issue ID 2230 was resolved.
For 2018, the “Full-year Health Care Coverage or Exempt” checkbox should be marked when the below scenarios are presented on a tax return:
- Every household member has full-year health insurance coverage
- Every household member has full-year health care coverage exemptions
- Every household member has a combination of health care cover and coverage exemptions that cover every month of 2018.
With 2018, if the “Full-year Health Care Coverage or Exempt” checkbox is marked, the IRS does not require Form 8965 to be included with the return. This means the IRS does not require specific health care coverage exemptions to be reported per household member. The below screenshot is an excerpt from Page 18 of the 2018 Form 1040 instructions on irs.gov.
For this reason, we were able to add text to two (2) existing Health Insurance questions to satisfy this new checkbox. Below highlights the new two questions that now have added text to support marking the “Full-year Health Care Insurance or Exempt” checkbox on the 1040 and will not generate Form 8965 with the return since would not apply.
