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New Member
posted Mar 2, 2021 8:50:33 AM

Can I qualify for the Utah Health Benefit Plan Credit if I was on the exchange for 1 month last year but filed 1040EZ the year before?

For instance, I was looking at the form from last year and the credit for the state asks for the 1040 schedule 2 Line 2.  Looking at my return from last year, I didn't see a schedule 2.  This year I had 1 month of the exchange insurance before getting some better insurance.  Would I qualify for this credit and how would I fill it out?

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1 Best answer
Expert Alumni
Mar 2, 2021 11:15:03 AM

You may be able to qualify for the Utah Health Benefit Plan Credit.  The Schedule 2 Line 2 is for the Advanced Premium Tax Credit repayments- since you did not have a Schedule 2 for 2019, you can put zero for the amount.  You just need to know how much you paid out of pocket for health insurance. If you entered your 1095-A, TurboTax will do the rest!

 

You may claim this credit if you purchased your own health insurance and were not eligible to participate in a health benefit plan maintained and funded through an employer or former employer. You do not qualify for this credit if you (or your spouse, if filing a joint return) had the option to get health insurance through an employer or former employer, even if you chose not to use the employer’s plan.  

For more information, see Health Benefit Plans - Utah Income Taxes - Utah.gov

1 Replies
Expert Alumni
Mar 2, 2021 11:15:03 AM

You may be able to qualify for the Utah Health Benefit Plan Credit.  The Schedule 2 Line 2 is for the Advanced Premium Tax Credit repayments- since you did not have a Schedule 2 for 2019, you can put zero for the amount.  You just need to know how much you paid out of pocket for health insurance. If you entered your 1095-A, TurboTax will do the rest!

 

You may claim this credit if you purchased your own health insurance and were not eligible to participate in a health benefit plan maintained and funded through an employer or former employer. You do not qualify for this credit if you (or your spouse, if filing a joint return) had the option to get health insurance through an employer or former employer, even if you chose not to use the employer’s plan.  

For more information, see Health Benefit Plans - Utah Income Taxes - Utah.gov