We inherited $50,000 in August 2018. Wouldn't we still receive the tax credit for Health Insurance 1095-A for January through July, 2018?

[BMcCalpin · Accepted solution]

Unfortunately, the worksheet that calculates the excess amount of the PTC (Premium Tax Credit) is based on your annual income, not your monthly income at the time you were receiving the PTC.

In a sense, you are being punished for not knowing that your income would increase later in the year, but it's the way the law is written.