Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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AimPoint Pension
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Text of IRS Publication 5157A: Volunteer Income Tax Assistance (VITA)/Tax Counseling for the Elderly (TCE): Affordable Care Act - Taxpayer Scenarios for 2018 Returns (PDF)
Internal Revenue Service [IRS] [Official Guidance] Oct. 8, 2018
52 pages. "The purpose of the following examples is to give volunteers an opportunity to practice completing forms and worksheets associated with the [ACA] tax provisions. Adequate information is provided to prepare simple tax returns with various health insurance coverage scenarios that you may encounter. Following each scenario are screen shots from the tax preparation software that will allow you to check your work. " [Rev. Oct. 2018]
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