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Level 1
January 6, 2026
New

California health insurance requirement check box

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  • January 6, 2026
  • 1 reply
  • 5 views

Is there a way to globally check the box that says the taxpayer has had health insurance for the entire year. 

1 reply

Level 10
January 9, 2026

Good idea.  I believe the FTB would like preparers to affirmatively check the correct box.   Preparers are effectively certifying that they asked the question, reviewed coverage information and properly handled exemptions or penalties. Do you really want a global Yes?

But I know it is annoying to have to check it and clear that diagnostic for hundreds of tax returns!

 

100720.
 (a) The Exchange shall annually conduct outreach and enrollment efforts to individuals who did not indicate on their individual income tax returns that they and their dependents were enrolled in and maintained minimum essential coverage for the preceding taxable year or who indicated that they or their dependents were exempt from the Minimum Essential Coverage Individual Mandate for that year.
 
(b) For purposes of the efforts required by subdivision (a), the Franchise Tax Board shall provide the Exchange with individual income tax return information, as authorized by Section 19548.8 of the Revenue and Taxation Code, in a form and manner determined by the Franchise Tax Board, in consultation with the Exchange.