February 2023 - Valuable Information for Certified Agents & Brokers - Health Insurance Tax Form 1095-A Introduction

Sep 19, 2026

February 2023 newsletter for certified agents and brokers from beWellnm, highlighting support for the New Mexico broker community and shared efforts to help residents get insured. It introduces Health Insurance Tax Forms with a focus on IRS Form 1095-A, explaining what it shows, why it matters, and how it relates to Form 8962. It also covers where to find 1095-A (mail and the Message Center) plus upcoming broker meeting and broker relations updates.

LanguageEnglish

CategoryLetters

FormatPDF

Pages3

Reading Time1 min

AccessFree to download

Supporting Our Communities

An Introduction to Health Insurance Tax Forms

What is Form 1095-A, Health Insurance Marketplace Statement?

Where to find Form 1095-A

Monthly Voice of the Brokers Meeting

beWellnm Spotlight

About beWellnm

Healthy News! February 2023 Valuable Informationfor Certified Agents & Brokers BeWellnm supports the New Mexico broker community, and we are proud to have you on board. Our goal is to help you help your community, while also growing your business. Together we can get New Mexicans insured! Supporting Our Communities An Introduction to Health Insurance Tax Forms Individuals who purchased health care plans through beWellnm will receive tax Form 1095-A at the beginning of each year. This is a very important document with which some people may not be familiar. Here's what enrollees need to know: What is Form 1095-A, Health Insurance Marketplace Statement? o This form outlines every month of the year that individuals and family members had a qualified health plan (QHP) with beWellnm. o It shows premium costs and any advanced premium tax credits (APTC) and premium tax credits (PTC) received. o Form 1095A is used to help complete tax Form 8962, Premium Tax Credit. Form 8962 determines how much PTC that someone has qualified for based upon actual income and household size as shown on a federal income tax return. Where to find Form 1095-A o beWellnm mails Form 1095-A to the primary tax filer in the household in mid-January. BeWellnm also sends Form 1095-A to the Internal Revenue Service to report on health insurance for the tax year. o An electronic version of Form 1095-A is also available in the “Message Center” section of an enrollee's beWellnm account. For FAQs, click here. Monthly Voice of the Brokers Meeting Please join us for this virtual gathering on the first Monday of every month starting at 4 p.m. for updates and to share your experiences. Click here to access a link for a calendar invitation. beWellnm Spotlight Chene’ Eaton, who has been in the insurance industry for 17 years, is the new broker relations specialist for BeWellnm. As such, Chene’ will serve as the primary liaison between beWellnm and the New Mexico broker community and will assist brokers with training, information, and resources. Chene’ has focused on direct marketing, agent training, strategic partnerships, and client retention since entering the industry in 2005 as a commercial lines producer in Albuquerque. In that position, she maintained lead positions in sales, while learning to manage a team of agents. She then worked with the Independent Agency channel as a sales manager and also with the exclusive agency channel as a recruiter. Throughout her career, Chene’ has developed and maintained multiple carrier relationships with top insurance companies. Plus, her experience on both the agency and carrier sides embues her with a unique perspective in the industry. About beWellnm BeWellnm was created to help individuals and small businesses get access to affordable health insurance plans. BeWellnm helps consumers compare health insurance plans and choose the plan that works best for their health needs and budget. BeWellnm also helps individuals determine whether they are eligible for premium assistance and if so, at what level. Certified assisters, such as enrollment counselors and insurance agents, are available throughout the state to help with signing up for health insurance. Stay informed and up to date! [Sign up for our newsletters at](Sign up for our newsletters atbeWellnm.com)[beWellnm.com](Sign up for our newsletters atbeWellnm.com). Like us and follow us on social media for the latest information. Don't forget to also share our information! [beWellnm](beWellnm | beWellnm.com)[ | ](beWellnm | beWellnm.com)[ beWellnm.com](beWellnm | beWellnm.com) beWellnm | 7601 Jefferson Road NE Suite 120, Albuquerque, NM 87109 Unsubscribe [lkodama@jameskorenchen.com](lkodama@jameskorenchen.com) [Update Profile](Update Profile |Constant Contact Data)[ |](Update Profile |Constant Contact Data)[Constant Contact Data](Update Profile |Constant Contact Data)[ ](Update Profile |Constant Contact Data)Notice Sent

FAQs

What is Form 1095-A and what does it include?

Form 1095-A is the Health Insurance Marketplace Statement. It outlines the months when individuals and family members had a qualified health plan, and it shows premium costs and any advanced premium tax credits received.

How does Form 1095-A relate to Form 8962?

Form 1095-A is used to help complete IRS tax Form 8962. Form 8962 determines how much premium tax credit someone qualified for based on actual income and household size.

Where can enrollees obtain Form 1095-A?

beWellnm mails Form 1095-A to the primary tax filer in mid-January and also sends it to the Internal Revenue Service. An electronic version is available in the enrollee’s beWellnm account under the Message Center.

Sep 19, 2026

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