Video Summary
In this webinar, learn how to accurately entering income for your clients to determine their Advanced Premium Tax Credit (APTC) and Cost-Sharing Reduction (CSR) eligibility. Michelle McLaren will guide you through the process of collecting and verifying income information, discussing factors that can impact APTC calculations, and explaining how CSR details can further assist in providing the most comprehensive coverage options for your clients.
Timestamps
(1:06) Explaining the SEP
What it is, when it is, qualifications
(5:38) Tax Credit
Premium tax credit or advanced premium tax credit
(11:46) Cost Sharing Reductions (CSR)
CSR chart, example
(18:14) Actuarial Value
What is the actuarial value?
(18:56) CSR FAQs
Cost sharing reductions frequently asked questions
(22:43) Income
Reporting income, estimating income, self-employment income
(32:54) Filing Taxes
How to file with the correct status, tax household, example
(36:45) Resources
Brokerage Bucks, trainings, contact information
