Does ProSeries Basic Edition calculate affordable/ unaffordable plan with respect to employer paid QSEHRA? How do I enter QSEHRA on 8962? System does not pull from W-2?

ritter001 · ‎01-16-2023

W-2 entered with QSEHRA code and amount but goes nowhere?? Pro Series appears to do nothing with it. If affordable no market place credit is allowed for those months and if still unaffordable the QSEHRA credit must reduce the credit allowable to 0. Pro Series is doing nothing that I can tell to adjust the credit? How can I get the QSEHRA credits entered?

TaxGuyBill · ‎01-16-2023

No, ProSeries does not calculate affordable/unaffordable. You need to manually figure that out.

If it is affordable, enter $0 for the SLCSP. If it is unaffordable, you reduce the SLCSP by the proper amount. And click the check box on the 8962 about the QSEHRA.