Form 8965 Health Coverage Exemptions

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ND
Posts: 291
Joined: Thu Feb 21, 2013 5:28 pm

Form 8965 Health Coverage Exemptions

Post by ND »

IF USC taxpayers abroad have additional insights to the below blurb on claiming Form 8965 exemption, please chime in.

If you are required to file a tax return, you do not have minimum essential coverage for yourself and everyone else in your tax household, and you want to report or claim a coverage exemption for yourself or another member of your tax household, file Form 8965 to report or claim coverage exemptions. Attach Form 8965 to your tax return.

Citizens living abroad coverage exemption if you were:

•A U.S. citizen or resident who spent at least 330 full days outside of the U.S. during a 12–month period;


•A U.S. citizen who was a bona fide resident of a foreign country or U.S. territory;


•A resident alien who was a citizen of a foreign country with which the U.S. has an income tax treaty with a nondiscrimination clause, and you were a bona fide resident of a foreign country for the tax year
nelsona
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Joined: Wed Oct 27, 2004 2:33 pm
Location: Nowhere, man

Post by nelsona »

Seems clear cut: USCs and GCs both living in Canada and moving TO Canada are covered.
The problem may come about for thise moving FRONM Canada mid-year (or rather, late in year) and not getting coverage before the ned of year; they may have trouble filing a full-year 1040 (if dual status), or meeting the requirements of those clauses.
nelsona non grata. Non pro. Please Search previous posts, no situation is unique as you might think. Happy Browsing :D
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