Important tax filing information for MassHealth members

If you file taxes, look for these important tax forms in the mail. We send these forms to some members annually in January and February.

Why are you getting these tax forms?

The Affordable Care Act (ACA) has rules about health insurance coverage. You need to have health insurance that meets a standard called Minimum Essential Coverage (MEC). MassHealth is required to provide proof of insurance to MassHealth members who had minimum essential coverage in 2023.

The following types of MassHealth coverage are MEC.

• MassHealth Standard
• MassHealth CommonHealth
• MassHealth Family Assistance
• MassHealth CarePlus

The following types of coverage are not MEC. If you have any of these types of coverage, we will not send you Form 1095-B.

• MassHealth Limited
• Health Safety Net (HSN)
• Children’s Medical Security Plan (CMSP)

Visit the MassHealth Coverage Types to learn more or call us at [phone]; TDD/TTY: 711.

Visit the Types of health insurance that count as coverage web page for information on what counts as MEC.

For your federal income tax return: Form 1095-B

Form 1095-B shows the months you had MassHealth coverage in 2023. MassHealth shares the information on the 1095-B with the IRS. MassHealth will mail each eligible member a 1095-B form. This form shows each month the individual was covered in 2023.

Important: If you would like to request a duplicate Form 1095-B, you may visit our self-service site at www.masshealthtaxform.com or contact the MassHealth Customer Service Center at [phone]; TDD/TTY: 711.

You will need your MassHealth member ID, last name, and date of birth to request your Form 1095-B. A separate form must be requested for each covered individual.

To learn more about Form 1095-B, visit the IRS website at https://www.irs.gov/uac/About-Form-1095-B.

For your state income tax return: MA 1099-HC

If we send you MA 1099-HC, you will need it to fill out your state income tax return. Like the federal 1095-B form, the 1099-HC shows each month you had MassHealth coverage in 2023.

Important:  If you do not receive a 1099-HC form, you do not need it to fill out your state income tax return.

For more information about the Form 1099-HC, visit health care reform for individuals.

Please note:  If you get both forms, the health coverage shown on your federal 1095-B may be different from the coverage shown on the state 1099-HC. This is because the federal and state rules for MEC are different.

What if I can’t find my Form 1095-B or 1099-HC from MassHealth?

If you can’t find your 1099-HC, you can call us at [phone]; TDD/TTY: 711 for a replacement copy.

If you would like to request a Form 1095-B, you may visit our self-service site at www.masshealthtaxform.com

You can also contact the MassHealth Customer Service Center at [phone]; TDD/TTY: 711.

You will need your MassHealth member ID, last name, and date of birth to request your Form 1095-B.

We are open Monday through Friday from 8 a.m. to 5 p.m.

What if I think the information on the Form 1095-B or 1099-HC isn’t right?

If you think the information on any form is wrong, please call us at [phone]; TDD/TTY: 711.