CA SB967

Requires the California Health Benefit Exchange to conduct annual outreach and enrollment efforts to individuals who check a box on their income tax returns indicating interest in no-cost or low-cost health care coverage, effective January 1, 2023.

Mandates the Franchise Tax Board to include a checkbox on individual income tax returns (starting January 1, 2023) allowing taxpayers to authorize sharing of their tax information with the California Health Benefit Exchange.

Permits the Franchise Tax Board to disclose limited tax return information to the Exchange, including taxpayer name(s), mailing address, number and age of dependents, and gross income, only for those who provide written authorization via the checkbox.

Maintains existing requirements for the Exchange to conduct outreach to individuals who did not maintain minimum essential health coverage or claimed exemptions from the coverage mandate.

Allows the Franchise Tax Board to require reimbursement from the Exchange for costs incurred in providing the authorized tax information.