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Household Income
Household Income

The evidence you'll need to finalize your enrollment

Jess avatar
Written by Jess
Updated over 4 months ago

Documents to confirm your household income

In some cases, the marketplace asks for additional evidence of the income you estimated, especially when it looks very different from what your household has earned in past years. We'll help you submit evidence to finalize your enrollment.

You'll want to submit documents supporting the income you estimated for this coming year. For example, if you have a different job now than you had last year, send the marketplace recent pay stubs from your new job, instead of last year's tax return or W2.

Here are the documents you can submit to confirm your yearly income:

  • 1040 federal or state tax return

    • Note: must contain first and last name, income amount, and tax year. If you file Schedule 1 (showing additional income and adjustments), you must submit it with your 1040.

  • Wages and tax statement (W-2 and/ or 1099, including 1099 MISC, 1099G, 1099R, 1099SSA, 1099DIV, 1099SS, 1099INT)

    • Note: must contain your first and last name, income amount, year, and employer name (if applicable).

  • Pay stub.

    • Note: must contain your first and last name, income amount, pay period or frequency of pay with the date of payment. If a pay stub includes overtime, please indicate average overtime amount per paycheck.

  • Self-employment ledger documentation (can be a Schedule C, the most recent quarterly or year-to-date profit and loss statement, or a self-employment ledger).

    • Note: must contain your first and last name, company name, and income amount. If you’re submitting a self-employment ledger, include the dates covered by the ledger, and the net income from profit/loss.

  • Social Security Administration Statements (Social Security Benefits Letter).

    • Note: must contain first and last name, benefit amount, and frequency of pay.

  • Unemployment Benefits Letter.

    • Note: must contain your first and last name, source/agency, benefits amount, and duration (start and end date, if applicable).

Note: Has your household income changed since you submitted your application? If so, you can report that through Catch -- learn how here!

Documents to confirm self-employment income:

  • 1040 SE with Schedule C, F, or SE (for self-employment income)

  • 1065 Schedule K1 with Schedule E

  • Tax return

  • Bookkeeping records

  • Receipts for all allowable expenses

  • Signed time sheets and receipt of payroll, if you have employees

  • Most recent quarterly or year-to-date profit and loss statement

Documents to confirm unearned income:

  • Annuity statement

  • Statement of pension distribution from any government or private source

  • Worker’s compensation letter

  • Prizes, settlements, and awards, including court-ordered awards letter

  • Proof of gifts and contributions

  • Proof of inheritances in cash or property

  • Proof of strike pay and other benefits from unions

  • Sales receipts or other proof of money received from the sale, exchange, or replacement of things you own

  • Interests and dividends income statement

  • Loan statement showing loan proceeds

  • Royalty income statement or 1099-MISC

  • Proof of bonus/incentive payments

  • Proof of severance pay

  • Pay stub indicating sick pay

  • Letter, deposit, or other proof of deferred compensation payments

  • Pay stub indicating substitute/assistant pay

  • Pay stub indicating vacation pay

  • Proof of residuals

  • Letter, deposit, or other proof of travel/business reimbursement pay

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