When there is a discrepancy on healthcare.gov between eligible subsidy and subsidy amount used, you can follow the below steps to reconcile that issue.

  • Login to your HealthSherpa account
  • From your dashboard, click the client's name
  • Click on Report Change
  • You'll be redirected to HC.gov and need to sign in
  • Search for the application - you may use the FFM application ID
  • Go to My Plans and Programs
  • Select the Green View Plan Benefits
  • Click "<" next to Select a Health Plan For
  • Select Set Tax Credit
  • Follow prompts until it asks if you want to use the full amount, select Yes
  • Confirm Tax credit amount
  • Then Finish or continue following the prompts if it requests that you do so before the Finish button appears


If you are unable to finalize changed and a red banner appears, please contact healthcare.gov to update the subsidy amount. You will need to perform a 3-way-call with the client if you have not already become an authorized user. For more information on Authorized user please visit the Agent Of Record section.

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