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Effective URL: https://www.ftb.ca.gov/about-ftb/newsroom/health-care-mandate/personal.html
Submission: On September 02 via api from US — Scanned from DE
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Skip to Main Content × Important Information for the one-time Middle Class Tax Refund payment is now available. See the Middle Class Tax Refund page. * MyFTB account * Tax Pros * Help * Translate * Open search State of California Franchise Tax Board Search Menu * File * Pay * Refund * Forms Custom Google Search Submit Close Search PERSONAL HEALTH CARE MANDATE * Back to Health care mandate1 * Personal2 * Tax professionals3 RELATED CONTENT * Lea esta página en español4 * Penalty estimator5 * Chapter 38, Statutes 20196 * Health and Safety Code 1345.57 * Health Care Mandate Video - Forms for Tax Season8 * Overview * Health care forms * Make sure you have health care coverage * Get coverage * Special enrollment period * Exemptions * Financial help * Penalty OVERVIEW Beginning January 1, 2020, California residents must either: * Have qualifying health insurance coverage * Obtain an exemption from the requirement to have coverage * Pay a penalty when they file their state tax return You report your health care coverage for 2021 on your 2021 tax return, which you will file in the spring of 2022. If you, your spouse or domestic partner, and dependents had qualifying health care coverage for each month of 2021, then make sure you check the “Full-year health care coverage,” box 92, on your return. HEALTH CARE FORMS * Premium Assistance Subsidy (FTB 3849)9 * Health Coverage Exemptions and Individual Shared Responsibility Penalty (FTB 3853)10 * California Health Insurance Marketplace Statement (FTB 3895)11 For more information on Health Care Mandate forms, check out this video: Health Care Mandate Video - Forms for Tax Season8 MAKE SURE YOU HAVE HEALTH CARE COVERAGE To avoid a penalty, you need minimum essential coverage (MEC) for each month of the year for: * Yourself * Your spouse or domestic partner * Your dependents Many people already have qualifying health insurance coverage through: * Employer-sponsored plans * Coverage purchased through Covered California or directly from insurers * Medicare (Part A and C) * Most Medicaid plans Visit the California Department of Managed Healthcare12 to view the types of health coverage that qualify as MEC. Contact your plan provider to verify if their specific plan meets the MEC requirements. GET COVERAGE If you do not have coverage, open enrollment continues through January 31, 2022. Visit Apply | Covered California™13 or call (800) 300-1506 to sign up for health care coverage. SPECIAL ENROLLMENT PERIOD Due to the economic impact from COVID-19, individuals may enroll in health care coverage during Covered California’s special enrollment period, generally from November through January. Eligibility requirements are similar to those in place during the annual open-enrollment period. Visit Covered California14 or call (800) 300-1506 to get more information. EXEMPTIONS You may qualify for an exemption to avoid the penalty. Most exemptions may be claimed on your state income tax return. EXEMPTIONS PROCESSED BY FTB AND COVERED CALIFORNIA Exemptions Claimed on State Tax Return Exemptions Processed by Covered California * Income is below the tax filing threshold * Health coverage is considered unaffordable (exceeded 8.27% of household income for the 2021 taxable year) * Families’ self-only coverage combined cost is unaffordable * Short coverage gap of three consecutive months or less * Certain non-citizens who are not lawfully present * Certain citizens living abroad/residents of another state or U.S. territory * Members of health care sharing ministry * Members of federally-recognized Indian tribes including Alaskan Natives * Incarceration (other than incarceration pending the disposition of charges) * Enrolled in limited or restricted-scope Medi-Cal or other coverage from the California Department of Health Care Services * Religious conscience exemption * Affordability hardship * General hardships Visit Covered California15 for more details. Apply now16 for exemptions granted by Covered California. FINANCIAL HELP Help meeting the requirements for health care coverage is available for qualifying individuals and families through Covered California and is based on: * Household size * Age * Income * Region Options for no-and low-cost coverage are also available through the Medi-Cal program. To find out more about health insurance options and financial help, visit Covered California17. PENALTY You will have to pay a penalty, the Individual Shared Responsibility Penalty, when you file your state tax return if: * You did not have health coverage * You were not eligible for an exemption from coverage for any month of the year The penalty for no coverage is based on: * The number of people in your household * Your California state income Use our Penalty Estimator5 tool to estimate the penalty you may owe. SAMPLE PENALTY AMOUNTS FOR 2021 Household size If you make less than You may pay Individual $49,763 $800 Married Couple $92,100 $1,600 Family of 4 (2 adults, 2 children) $142,000 $2,400 The penalty for a dependent child is half of what it would be for an adult, $400, for 2021. HOW TO ESTIMATE The penalty will be the higher of either: * A flat amount, based on the number of people in the tax household, or * A percentage of the household income FLAT AMOUNT Pay $800 per adult and $400 per child. PERCENTAGE OF HOUSEHOLD INCOME Pay 2.5% of the amount of gross income that exceeds the filing threshold requirements based on the tax filing status and number of dependents. EXAMPLE: A family of 3 with a gross household income of $150,000 that includes: * 2 parents * 1 child Flat amount calculation $800 per adult, $400 per child: ($800 x 2) + $400 = $2,000 Percentage of household income calculation 2.5% of gross income that exceeds filing threshold: ($150,000 - $49,763 [1]) x .025) = $2,505.93. Penalty amount Since the percentage of household income was higher than the flat amount, the penalty amount for this family is $2,505.93. [1] $49,763 is the state filing threshold for a married couple, both under 65 years old with one dependent for the 2021 tax year. LINKS IN THIS DOCUMENT / ENLACES EN ESTE DOCUMENTO 1. https://www.ftb.ca.gov/about-ftb/newsroom/health-care-mandate/index.html 2. https://www.ftb.ca.gov/about-ftb/newsroom/health-care-mandate/personal.html 3. https://www.ftb.ca.gov/about-ftb/newsroom/health-care-mandate/tax-professionals.html 4. https://www.ftb.ca.gov/about-ftb/newsroom/health-care-mandate/personal-es.html 5. https://www.ftb.ca.gov/file/personal/filing-situations/healthcare/estimator/ 6. https://leginfo.legislature.ca.gov/faces/billTextClient.xhtml?bill_id=201920200SB78 7. https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?sectionNum=1345.5.&lawCode=HSC 8. https://www.youtube.com/watch?v=ahecR4xWNPI 9. https://www.ftb.ca.gov/forms/2021/2021-3849.pdf 10. https://www.ftb.ca.gov/forms/2021/2021-3853.pdf 11. https://www.ftb.ca.gov/forms/2021/2021-3895.pdf 12. http://dmhc.ca.gov/HealthCareinCalifornia/ChoosetheRightPlan.aspx 13. https://www.coveredca.com/individuals-and-families/getting-covered/application-process/ 14. https://www.coveredca.com/individuals-and-families/getting-covered/special-enrollment/ 15. https://www.coveredca.com/learning-center/tax-penalty-details-and-exemptions/exemptions/ 16. https://www.coveredca.com/apply/ 17. https://www.coveredca.com/do-you-qualify-for-financial-help/ YOU ARE LEAVING FTB.CA.GOV We do not control the destination site and cannot accept any responsibility for its contents, links, or offers. Review the site's security and confidentiality statements before using the site. If you have any issues or technical problems, contact that site for assistance. Close Continue TRANSLATE OUR WEBSITE × This Google™ translation feature, provided on the Franchise Tax Board (FTB) website, is for general information only. Consult with a translator for official business. The web pages currently in English on the FTB website are the official and accurate source for tax information and services we provide. Any differences created in the translation are not binding on the FTB and have no legal effect for compliance or enforcement purposes. If you have any questions related to the information contained in the translation, refer to the English version. We translate some pages on the FTB website into Spanish. These pages do not include the Google™ translation application. For a complete listing of the FTB’s official Spanish pages, visit La esta pagina en Espanol (Spanish home page). We cannot guarantee the accuracy of this translation and shall not be liable for any inaccurate information or changes in the page layout resulting from the translation application tool. Forms, publications, and all applications, such as your MyFTB account, cannot be translated using this Google™ translation application tool. For forms and publications, visit the Forms and Publications search tool. CHOOSE YOUR LANGUAGE Powered by Google Übersetzer Close Is there something wrong with this page? HELP US IMPROVE OUR WEBSITE Do not include Social Security numbers or any personal or confidential information. What were you doing? What went wrong? Last updated: 01/03/2022 HELP * Find your answer online * Wait times * Chat * Contact us ABOUT FTB * About us * Newsroom * Meetings * Careers * Data, reports, and plans RESOLVE AN ISSUE * Respond to a letter * Taxpayer advocate services * Scams * Website help YOUR RIGHTS * Accessibility * Disclaimer * Privacy policy * Conditions of use * Public Records Act * Acceso al idioma STATE LINKS * Register to Vote * Find unclaimed property Website Accessibility Certification We strive to provide a website that is easy to use and understand. Our goal is to provide a good web experience for all visitors. WEBSITE ACCESSIBILITY CERTIFICATION Agency California Franchise Tax Board Certification date July 1, 2021 Contact Accessible Technology Program The undersigned certify that, as of July 1, 2021 the internet website of the Franchise Tax Board is designed, developed and maintained to be in compliance with California Government Code Sections 7405 and 11135, and the Web Content Accessibility Guidelines 2.1, or a subsequent version, as of the date of certification, published by the Web Accessibility Initiative of the World Wide Web Consortium at a minimum Level AA success criteria. June 28, 2021 Digital signature and printed name of Selvi Stanislaus Executive Officer June 28, 2021 Digital signature and printed name of John Sulenta Chief Information Officer * Site Map * Español * Facebook * Twitter * Instagram * LinkedIn * YouTube © 2022 California Franchise Tax Board ORIGINALTEXT Bessere Übersetzung vorschlagen --------------------------------------------------------------------------------