Health Coverage Exemptions / Responsibility Payment - Form 8965

Note: Beginning with tax year 2019 (filing in 2020), the Shared Responsibility Payment no longer applies and Form 8965 is unavailable. The information below is for tax years prior to 2019.

To access Form 8965, from the Main Menu of the tax return (Form 1040) select:

• Other Taxes Menu
• Health Coverage Exemptions / Responsibility Payment - Form 8965

Click the articles below for more information about each menu item.

Part I - Marketplace-Granted Coverage Exemptions

Coverage Affordability Worksheet

Part III - Coverage Exemptions

• Coverage Exemptions Overview
• Resident of a State That Did Not Expand Medicaid
• Short-term Coverage Gap
• Unaffordability Exemption
• Filing and Income Threshold Exemptions

Shared Responsibility Payment