strongsilence
Level 11
02-25-2025
08:24 AM
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request for advice, thoughts, ideas, tools, suggestions,
Every year a few clients (I am in California) incur a surprise "tax" from the excess advance premium tax credit repayment. The situation comes from applying for the ACA health insurance PRIOR to knowing that their income will be higher in the following tax year. In what ways do you, as an advisor:
anticipate this situation?
communicate with clients?
advise clients?
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