John66
Level 2

I have a client that withdrew $100k from her deceased husbands 401k  and we had taxes taken out.  The problem is, is that she is also on the Healthcare marketplace in CO and when I enter her Form 1095-A, she is being required to pay back 98% of her 2021 premium tax credit.  Any suggestions would be greatly appreciated.  She now owes over $7,500.  Thank you.

 

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