Interview Notes Robert age 33 lived and worked in the US all

Interview Notes

Robert, age 33, lived and worked in the U.S. all year. He is single and has no dependents.

Robert is not lawfully present in the U.S. and has an Individual Taxpayer Identification Number (ITIN).

Robert had wages of $19,000. He had no other income.

He did not have any health insurance for all of 2017.

If he gets a refund, Robert would like to split it between two separate bank accounts.

33. What form must be used to split Robert\'s refund?   

A.            Form 8888          

B.            Form 8880          

C.            Form 8862          

D.            There is no form. A refund can\'t be split.              

34. Which health coverage exemption does Robert quality for?

A.            Short Coverage Gap      

B.            Income below the filing threshold           

C.            Not lawfully present in the U.S. and not a U.S. citizen    

D.            None, Robert doesn\'t qualify for an exemption

35. Refer to Publication 4012, Tab H. Which of the following qualify as minimum essential coverage?       

A.            Medicare Advantage plans         

B.            COBRA coverage             

C.            Employer-sponsored coverage under a group health plan           

D.            All of the above               

E.            A and C only

Solution

33. option A  Form 8888

IRS’ Form 8888, Allocation of Refund (Including Savings Bond Purchases), is used to to split your refund among two or three different accounts.

34. option D None, Robert doesn\'t qualify for an exemption

To qualify for  health coverage exemption, Robert does not report coverage for the year, an exemption or a payment related to health coverage.

35. option D All of the above  

Coverage through a Medicare Advantage plans, COBRA coverage   and Employer-sponsored coverage under a group health plan are considered as minimum essential coverage.