Annual Retiree Subsidy Certification
This forms needs to be filled out and submitted in January of each year to report the amount of your retiree subsidy you spent the previous year. Any amount received in a year that was not spent that year will be noted on a 990 tax form and sent to you to submit with your taxes. Ideally you would have spent 100% of the subsidy on IRS qualified expenses like health care premiums, prescriptions and out of pocket medical expenses. For a list of IRS qualified expenses go to https://www.irs.gov/publications/p502.