Full tax credits not being used
Ricky Phipps avatar
Written by Ricky Phipps
Updated over a week ago

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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