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A Form 1095-A is the Marketplace tax form that shows a consumer’s coverage months and premium amounts, including any advance premium tax credit (APTC) paid, and it’s used to reconcile the APTC on the consumer’s federal tax return.
Agents can retrieve 1095-A forms for clients directly through the HealthSherpa dashboard.
In this article we’ll cover:
1095-A forms are not accessible from HealthSherpa Enrollee Assistance Full-Service account types.
Where 1095-A forms appear in HealthSherpa
Select the consumer’s name on the Clients page to open their consumer record.
The Details tab is the default view when an agent opens a consumer record from the Clients page.
Agents can only service an application and view the most up-to-date application information when they have an active Enhanced Direct Enrollment (EDE) sync to the application.
From the client's Details page, the 1095-A can be downloaded from the Marketplace notices section or the Enrollment history section.
Accessing a 1095-A for consumers not on the Clients page
To assist a consumer who is not already on the Clients page, with consent, agents can search & claim the consumer’s existing application.
After the application is claimed, the policy status may show as Terminated. This is expected for enrollments from a prior plan year.
Troubleshooting when a 1095-A is missing
If the 1095-A is missing or unavailable, use the tips below to determine what to do next.
Certification requirements for prior plan years
Certification requirements for prior plan years
Agents can typically access 1095-A forms only for plan years when they were Marketplace certified. If Marketplace certification was not active for that plan year, the 1095-A may not be accessible through HealthSherpa.
This year-of-certification access also commonly applies when a state transitions from the Federally Facilitated Marketplace (FFM) to a State-based Marketplace (SBM).
Example:
An agent is FFM certified for plan year 2025, but was not FFM certified for plan year 2024.
The agent may not be able to retrieve a 1095-A form for plan year 2024 through HealthSherpa.
The client may need to contact the Marketplace responsible for plan year 2024 to request the form.
When the Marketplace releases 1095-A forms
When the Marketplace releases 1095-A forms
It’s common for the Marketplace to release 1095-A forms in batches at the start of the year. Forms are often issued over several weeks.
HealthSherpa links 1095-A forms to client applications as soon as the Marketplace makes them available. This can result in some clients having a 1095-A available while others do not.
If a 1095-A is not available by the first week of March, the client should contact the Marketplace responsible for that plan year to request the form.
Contact the correct Marketplace
Contact the correct Marketplace
1095-A forms are tied to the prior year’s coverage. Questions should be directed to the specific Marketplace that oversaw coverage for that plan year.
Example:
A consumer has questions about 1095-A forms for coverage in Georgia.
Georgia used the Federally Facilitated Marketplace (FFM) for plan year 2024.
Georgia transitioned to a State-based Marketplace (SBM) beginning in plan year 2025 (Georgia Access).
Questions about 1095-A forms for plan year 2024 should be directed to the FFM.
Questions about 1095-A forms for plan year 2025 should be directed to Georgia Access.
Additional resources
For help using HealthSherpa or for other assistance, contact Agent Support. Agent Support is available by phone at (888) 684-1373, by email at Agent_Support@HealthSherpa.com, or by chat directly from your account.