Form name and number
Tax forms and the ACA
If you had health insurance at any time during a calendar year, you may get a version of form 1095 for tax purposes.
This form details your health coverage. The table below explains the types of forms, where they come from, and who receives them.
Do I need form 1095 to file my taxes?
If you had insurance through healthcare.gov or a state exchange, you may need this form to help you fill out your taxes. But you don't need to send the form to the IRS.
If you had another type of health insurance, you don't need the form to file your taxes. Just keep it for your records.
|
|
Purpose |
Who prepares it |
Who receives it |
More information |
|---|---|---|---|---|
|
Health insurance marketplace statement |
Provides information on each individual enrolled in a qualified health plan (QHP) in the individual market through the Health Insurance Marketplace each year |
Federal Exchange/ Marketplace or state-based Exchange |
IRS Individual |
|
|
Health coverage |
Reports information on health coverage, including period of coverage, and for whom coverage was provided- including each dependent |
Health insurer for insured plans |
IRS Individual |
|
|
Transmittal of Health coverage information returns |
Transmittal form filed with form 1095-B from the insurer to the IRS |
Health insurer for insured plans |
IRS |
|
|
Employer-provided health insurance offer and coverage |
Reports information on health coverage offered and information on employees and dependents enrollment in that coverage |
Employer for self-funded plans |
IRS Individual |
|
|
Employer-provided health insurance offer and coverage |
Transmittal form filed with form 1095-C from the insurer to the IRS |
Employer for self-funded plans |
IRS |
Form name and number |
Health insurance marketplace statement |
|---|---|
Purpose |
Provides information on each individual enrolled in a qualified health plan (QHP) in the individual market through the Health Insurance Marketplace each year |
Who prepares it |
Federal Exchange/ Marketplace or state-based Exchange |
Who receives it |
IRS Individual |
More information |
|
Form name and number |
Health coverage |
Purpose |
Reports information on health coverage, including period of coverage, and for whom coverage was provided- including each dependent |
Who prepares it |
Health insurer for insured plans |
Who receives it |
IRS Individual |
More information |
|
Form name and number |
Transmittal of Health coverage information returns |
Purpose |
Transmittal form filed with form 1095-B from the insurer to the IRS |
Who prepares it |
Health insurer for insured plans |
Who receives it |
IRS |
More information |
|
Form name and number |
Employer-provided health insurance offer and coverage |
Purpose |
Reports information on health coverage offered and information on employees and dependents enrollment in that coverage |
Who prepares it |
Employer for self-funded plans |
Who receives it |
IRS Individual |
More information |
|
Form name and number |
Employer-provided health insurance offer and coverage |
Purpose |
Transmittal form filed with form 1095-C from the insurer to the IRS |
Who prepares it |
Employer for self-funded plans |
Who receives it |
IRS |
More information |
Legal notices
Aetna is the brand name used for products and services provided by one or more of the Aetna group of companies, including Aetna Life Insurance Company and its affiliates (Aetna).
Health benefits and health insurance plans contain exclusions and limitations.