You can access your clients' 1095-A forms through your HealthSherpa dashboard!
This article covers how to retrieve this tax form for clients you enrolled on and outside of your HealthSherpa account.
How 1095-A forms are accessible through HealthSherpa
1095-A forms and all other Marketplace notices will be easily accessible for any enrollment you complete on HealthSherpa using Enhanced Direct Enrollment (EDE).
Click the 'Enable EDE' button on the upper-right of your dashboard, or click 'Enable EDE to access docs' under the 'Application history' section. Click here for more directions on enabling EDE.
For clients you enrolled through your HealthSherpa account using EDE
Step 1: Go to your 'Clients' page, search for your client, and click on their name.
Step 2: Scroll down to the 'Application history' section, and click on 1095-A to download!
For clients you enrolled outside of your HealthSherpa account or without EDE
To access form 1095-A, you will need to search the Marketplace for your client’s application and bring it into your HealthSherpa account. You can find directions here on how to do this.
If you follow this process and pull in an application, you will see this application in our dashboard as a terminated app. This is because we are in a different plan year now.
For this to work, agents need to have been FFM Certified in the plan year they’re trying to search the Marketplace. For example, if you were only certified for PY 2024 and not PY 2023, you would not be able to retrieve a client’s PY 2023 1095-A.
This year-of-certification based access also applies when a state leaves the Federally Facilitated Marketplace in favor of their own State Based Exchange. When this happens, it may affect your ability to retrieve a 1095-A:
The year prior to the Exchange launch, for example 2024, will still be on the FFM and you will be able to see the 1095-A on that prior year application, as long as you have FFM certification in the current year (2025) which would allow you access to the Marketplace.
If you no longer have FFM certification in the current year (2025), you may need to contact the Marketplace directly to retrieve the 1095-A for the prior year (2024), or your consumer may need to as you are no longer recognized as an active broker in the FFM.
For clients "missing" a 1095-A
It's common for the FFM to create and release 1095-As in batches, most often a number in the thousands per week for several weeks at the start of the year. HealthSherpa links these to client applications as immediately as the FFM indicates they are available. This may affect why you see some clients with 1095-As, and some without. We encourage that if you have not seen a 1095-A available by the first week of March, that you reach out to the Marketplace, or State Based Exchange, responsible to request the 1095-A.
Keep in mind that the 1095-A will be on the prior year's coverage. Be sure to reach out the prior year's regulatory body of the state in which your client resides. For example, for 1095-As in the state of Georgia for the year 2024, reach out to the Federally Facilitated Marketplace, as although 2025 is regulated by Georgia Access, 1095-A documents for the year 2024 are created by the FFM as they oversaw coverage for that year.