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2 replies

RobertG
Level 12
July 11, 2020

The 1099-HC (MA form) is an informational form like the 1099-B (Federal form) that is your proof of insurance.

However, these forms do not have to be used to file your taxes. 

If you are answering questions on the Federal, Health Insurance tab, you will answer that you have insurance and it is not through a marketplace plan.

Form 1099-HC

  • The 1099-HC form is a Massachusetts document which serves as proof of health insurance coverage for MA adult residents.  Every MA resident who has insurance will receive an annual 1099-HC form which is completed and provided by your insurance carrier. 
  • You do not need to file Form 1099-HC.The form is informational and should be used to complete a new Schedule HC form with your MA residential tax form. Schedule HC is now a required tax return attachment for all MA residents.  {From:  https://ttlc.intuit.com/questions/3139450-whats-the-difference-between-1099-hc-and-1095-b]

This question was previously answered by LisaBr

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Level 2
February 24, 2021

There is no provision to enter 1099-HC information for my over 18 daughter who is a student and a dependent. There only a place to enter my information and my husband's information.

Level 2
April 13, 2023

For Massachusetts Medicare beneficiaries, check the box in line 4c of the Massachusetts Form 1099-HC worksheet. If you were enrolled for the entire year, there is no need to fill in any more information. Specifically, there is no need to refer to any Medicare Supplemental (Medigap) or Medicare Advantage plans. Thus, you can leave the Health Insurance Smart Worksheet blank.

 

If you enrolled in Medicare during the tax year, enter information for any insurance that was in force prior to your Medicare enrollment. That prior insurance may require a description in the Health Insurance Smart Worksheet. You will also need to check the Medicare box to account for your partial year Medicare enrollment.