How Customers receive Form 1095-A

How Customers receive Form 1095-A

Connect for Health Colorado is mailing 1095-A forms to customers now, so they should receive the form by the first week in February. The forms will also be available in the customer’s MyDocuments tab.

Your customer received Form 1095-A: What is next?

If the customer receives a Form 1095-A from Connect for Health Colorado, and the information appears to be correct, they can proceed to use it to complete their tax return. Customersfill out Form 8962 if the customer received advance premium tax credits or wants to claim premium tax credits.

If the customer believes the information in their Form 1095-A is wrong, direct them to call the Service Center at 1-855-PLANS-4-YOU (855-752-6749) right away. The 2017 tax filing deadline is April 17, 2018, and a correction could take up to 8 weeks. The customer should be prepared to provide the Service Center rep with whatever the customer believes are thecorrect values for each month of 2017; the customer will be asked to provide supporting documents within 30 days.

The supporting document(s) needed will depend upon the correction(s) being requested, such as credit card or bank statements proving premium payments, a utility bill supporting an address change, or a government-issued ID or document supporting a correction in date of birth; the Service Center will help identify types of supporting documents needed for the correction.

The Service Center will initiate the correction process once the customer provides the supporting document(s); if the supporting document(s) are not provided within 30 days, the member will be at risk for not receiving the corrected 1095-A and the ticket may be closed. If the customer needs more than 30 days to provide the supporting documents, the customer should call the Service Center to request more time. If the ticket is closed, the customer can call to start the process again. This includes those customers whose 1095-A forms show an error such as:

• Months of coverage are incorrect for one or more household members
• Incorrectly showing zero advance premium tax credit for one or more months in 2017
• Not reflecting an applicable married, filing jointly status for 2017

·       A qualified life change event (QLCE) for 2017

• If the client updated their determination for 2017 and Form 1095-A shows the advance premium tax credit was cancelled for the entire year.