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paul-j-heckman
Level 5
December 11, 2021
Question

Healthcare prem tax credit: i have some dividends which i believe count to household (hh) inc. does brokerage int expense reduce hh inc? how about investment gains/losses

  • December 11, 2021
  • 2 replies
  • 35 views
for total household income, it just seems like income should be offset by expenses/losses, in terms of qualifying for the healthcare tax credit, but it seems like it might be gross income (not including investment losses or interest expenses) which would be really strange treatment

2 replies

DoninGA
Level 15
DoninGALevel 15
Level 15
December 11, 2021

Go to this healthcare.gov website for the types of income you are required to include on your application when applying for marketplace insurance - https://www.healthcare.gov/income-and-household-information/income/

Mike9241
Level 15
Mike9241Level 15
Level 15
December 11, 2021

it's modified AGI. so investment gains count. you are correct investment expenses are ignored as well as all other itemized deductions.  Weird? The tax code has thousands of weird rules. 

 

Mike9241
P
paul-j-heckmanAuthor
Level 5
December 11, 2021

that is really weird!  so investment losses don't even count against/offset gains?

Critter-3
Critter-3
Level 15
December 11, 2021

The NET sch D amount is used ... so the gains and losses are first netted before becoming part of the AGI for this use. 

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