John66
Level 2
04-10-2022
06:13 PM
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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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