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Tackling the Self-Employed Health Insurance Deduction

2 CPE for AFSP, EA, CFP®, CPA, CRTP     

Understanding who can claim the self-employed health insurance (SEHI) deduction isn’t always easy. The entity type and how the taxpayer obtained their insurance can greatly impact whether they can claim the SEHI deduction and how to calculate it. Beginning with 2023 tax returns, the IRS has added Form 7206, Self-Employed Health Insurance Deduction, to calculate the SEHI deduction. During this session, we will discuss who is eligible for the SEHI deduction, show how it is calculated and walk through several scenarios to illustrate how to complete Form 7206.  

Upon completion of this session, you will be able to:

  • Identify taxpayers eligible for the SEHI deduction 

  • Calculate the SEHI deduction 

  • Prepare Form 7206 

CPE information
Duration: 100 minutes
Course level: Basic
Prerequisite: None
Advanced preparation: None
Delivery method: Group Live


President of Eagle Tax Planning & Advisory Group LLC

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