Archive - tax year 2023

In 2024, the Internal Revenue Service (IRS) tax season officially began on January 29. For tax year 2023, it is not necessary to fill out specific tax forms indicating that, as a member of a health care sharing ministry, you are exempt from the Affordable Care Act (ACA) mandate to have insurance. Furthermore, you are not required to claim an exemption, provide documentation of your membership, make a shared responsibility payment, or obtain an Exemption Certificate Number for your federal tax return. Please check below to see if your state has its own insurance mandate requirements.

This year’s tax donation letters (documenting your qualifying charitable 2023 donations) were sent out by postal mail on January 31, 2024.

Shares you are assigned to send to other members and to Samaritan Ministries (for administrative purposes) are only considered tax deductible if you are filing with the State of Missouri. For the 2023 tax year, we are not aware of any other states where this is the case. Starting in tax year 2024, however, Shares assigned to other members and to Samaritan (for administrative purposes) will also be tax deductible for members filing with the State of Indiana.

Visit our Donate to Samaritan Ministries page to see ways in which you can make tax-deductible donations to the ministry.

For your 2023 taxes, there are special tax considerations in eight states for health care sharing ministry members.

These states include:

California
Massachusetts
Missouri
Montana
New Jersey
Rhode Island
Vermont
Washington, D.C.