TaxGuyBill
Level 15
  1. Does the 1095-A cover both the child AND somebody else (such as the ex)?
  2. If yes, was there Advance credit (column C of the 1095-A)?
  3. If yes to both of those, is the 'ex' willing to claim 100% of the 1095-A on his tax return?

 

If all of those are yes, then:

  1. Enter the 1095-A on your client's tax return. 
  2. Fill out the allocation section and allocation 0% to your client.  Lines 11-23 of the 8962 should show up as blank or zero, but the key is that line 30 is filled out.
  3. Print the 8962 to a PDF.
  4. Attach that PDF as an 'other' attachment to the e-file, and when picking a name for the 'other' attachment, call it "ACA Explanation".

 

If any of the first three are "no", let me know the details.