TempAccount032023 t1_jegt2hx wrote on March 31, 2023 at 10:24 PM

Get a different tax guy. You reported your income change. I hope you can prove that.

BaltimoreBee t1_jegwfie wrote on March 31, 2023 at 10:49 PM

It doesn’t matter at all whether or not she reported an income change during the year. Regardless of what was reported or not reported, a premium tax reconciliation has to take place. If she received more premium tax in advance than her final income qualifies her for, she has to pay it back. There are limits and safe harbors in the tax code so she might not have to pay it all back. But what income change was reported to the marketplace is completely irrelevant to what premium tax calculation being done by the IRS and there is not a way to challenge it.

Justwigglin OP t1_jegthp6 wrote on March 31, 2023 at 10:27 PM

I think she should get a second opinion as well. I honestly don't know if she can prove that she told them. She probably just called them, and she did not record the call or anything.

TempAccount032023 t1_jegus7s wrote on March 31, 2023 at 10:37 PM

That’s going to be the point of contention. Is there an online portal of state medical insurance where you are? We use CoveredCA here. That would have any record of income change.

Justwigglin OP t1_jeguzxq wrote on March 31, 2023 at 10:39 PM

There is just healthcare.gov and her healthcare website (she is caresource). I'll have her look at her healthcare.gov site.