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Hospital Indemnity Plan with Preventative Healthcare

Plan Participant Experience

This tool will give you assistance in filing your individual income taxes. From the information you provide, we will give you examples of how Plan Participants can determine any tax obligations. We will try to be as complete as possible with the examples, but please note that this is for informational purposes only and should not be relied upon for tax or legal advice. Please consult with a tax professional for exact advice for your situation. If you need assistance with your taxes, please contact us.

Step One – Filing Status:

Select your Filing Status from one of the following options

  • If on the last day of the year, you are unmarried or legally separated from your spouse under a divorce or separate maintenance decree and you do not qualify for another filing status.
  • You must be married. This method may benefit you if you want to be responsible only for your own tax or if this method results in less tax than a joint return. If you and your spouse do not agree to file a joint return, you may have to use this filing status.
  • You must meet the following requirements: 1. You are unmarried or considered unmarried on the last day of the year. 2. You paid more than half the cost of keeping up a home for the year. 3. A qualifying person lived with you in the home for more than half the year (except temporary absences, such as school). However, your dependent parent does not have to live with you.
  • You are married and both you and your spouse agree to file a joint return.
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