When is my healthcare account connected with disaster relief contributions? I received a ltr 12

[phyzx]

The answers I have gotten point to heathcare but this ltr 12 is about disaster relief contributions.

I have no idea how these are connected.

[JohnB5677]

Please clarify any information being requested about disaster relief contributions.

The Ltr. 12C is about the Affordable Care Act.  Understanding Your Letter 12C

[phyzx]

Hello and thank you for responding,

This is what I have to work with. The letter 12c has but one identifier on it and that is Schedule A line 11-13.

Attached is the consolidated information pertaining to the items in the Letter 12.

Otherwise it looks like instructions with no content about any issue.

There is no PPI or HIPA information in the attachments.

Thank you, again.

[JohnB5677]

Schedule A. lines 11 - 13 are Gifts to Charity,  which has even less to do with the two issues you listed above.

I suggest you call the IRS for clarification.

You can call toll-free at 1-800-829-1040 but I think you'd do better making an appointment at a 

Taxpayer Assistance Center Local IRS Office

[phyzx]

I thought I would post a follow up:

So I go through the I.R.S. online process.

The I.R.S. account home page states

Your 2021 Tax Return Is Not Processed

I go to the 'Notices and letters. There are none. But I received one in the mail.

There is no indicative information of any reasonability.

[phyzx]

I sent a msg to my state marketplace healthcare provider to request the 1095-A.

I was under the assumption that they handle all this. I believe I read this in their paperwork.

So if this data transfer didnt work somewhere then I have to search this out.
And yes I know this has nothing to do with charitable giving which points me to a data failure somewhere.

I also did not need to sign up  at Healthcare.gov because of my assignment into my state marketplace healthcare provider. I have never been signed up under Obama care. But I went there and did because the process 'asked for my papers'.

[JohnW152]

First, to clear up a misconception, the IRS doesn’t send out Letter 12C only in relation to the Premium Tax Credit or healthcare account issues.  

Letter 12C is a boilerplate-type form in which tax examiners can select certain paragraphs, sometimes inserting specific return-related amounts.  They can also write specific “literals” that aren’t boilerplate paragraphs, asking a taxpayer for information that isn’t common enough to have its own paragraph.  It is the “go-to” form sent when your return has an issue that needs to be addressed before it can be processed.

See the IRS’ Understanding Your Letter 12C for more information.

So, it’s not unusual that an issue other than the Premium Tax Credit is raised in Letter 12C.  

However, the text of the specific paragraph is unusual: If you included qualified disaster relief contributions in the total amount on Schedule A, line 11, identify the qualified contribution amount in your response.

Something on your return must have suggested to an examiner that you have actually included qualified disaster relief contributions in your total amount on Schedule A, line 11.  I don’t know what that was, and you apparently don’t either, but it most likely has nothing to do with Premium Tax Credit.

My suggestion would be that you sit down and write a letter, telling the IRS you have no idea what they’re asking you about, and you didn’t include qualified disaster relief contributions in the total amount on Schedule A, line 11.  Ask them what further information you can provide, and include your phone number, your social security number and the Control number shown on the letter (that’s the number that identifies your specific tax return).  State that they can contact you by phone if you so desire (it’s rare that they will, but it happens).

Then, fax this to the dedicated FAX number in the letter.  This goes directly to the IRS office processing your return, and is the quickest way to get information to that office.  Much quicker than calling the 800 number, and those assistors couldn't tell you exactly what the issue is, anyway.

Good luck.
 

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[phyzx]

I have written them a response letter and have mailed it.

Through this process I have realized that I did not have a Healthcare.gov account.

Maybe thats the issue. We will see. I will post here any answers.

I used the mail for it is their process. I am in no hurry for my return or what ever they are about in this issue.

I am only checking boxes deemed foremost important to them.

The glue doesn't even work on the return envelope.

[phyzx]

This is the Response from Kaiser:

*** Start of transmission *****************************************

Dear Paul X,

Thank you for contacting Kaiser Permanente.

We are pleased to inform that you are the subscriber of the FEHB
(Federal Employee Health Benefits) plan with your Medicare entitlements
for Parts A, B, and D assigned through the employer to Kaiser
Permanente.

Simply put, your insurance is Medicare that has been sent through your
former employer to Kaiser Permanente the carrier. From the time your
Medicare insurance was activated on 5/1/2020, you no longer were sent a
1095-B tax form. With Medicare, which is insurance directly from the
federal government, this tax form is not required to file your taxes
with the federal government through the IRS. They are already aware that
they provide the entitlements.

If you were on an employer plan without Medicare, we would send the
1095-B for to you. The 1095-A form is only for those who have enrolled
through the state Health Insurance Marketplace or Connect for Health
Colorado. You are not enrolled this way but through an employer

Per the search for '1095' on the website of medicare.gov, it says, 'If
you have Part A, you can ask Medicare to send you an IRS Form 1095-B. In
general, you don't need this form to file your federal taxes.' Should
you still desire a copy of the1095-B tax form, you may request it
directly from Medicare by calling: 1-800-633-427.

*** end of transmission ******************

We will see what the I.R.S.answers back with. I purchased Turbo Tax Audit defense just in case.