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Shared Responsibility Payment

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Shared Responsibility Payment

(Penalty For Not Having Health Insurance)

Important

The “shared responsibility payment” (penalty for not being insured) NO LONGER APPLIES FOR FEDERAL after 2018. However, CA stepped in and adopted the federal penalty for 2020 and future tax years and will generally follow federal rules.    

Related FTB Publications and Forms

  • FTB 3849, Premium Assistance Subsidy
  • FTB 3853, Health Coverage Exemptions and Individual Shared Responsibility Penalty
  • FTB 3895, California Health Insurance Marketplace Statement
  • Publication 3849A, Premium Assistance Subsidy
  • Publication 3895B, California Instructions for Filing Federal Forms 1094-B and 1095-B
  • Publication 3895C, California Instructions for Filing Federal Forms 1094-C and 1095-C