TaxGuyBill
Level 15
03-31-2023
12:34 PM
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- Does the 1095-A cover both the child AND somebody else (such as the ex)?
- If yes, was there Advance credit (column C of the 1095-A)?
- 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:
- Enter the 1095-A on your client's tax return.
- 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.
- Print the 8962 to a PDF.
- 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.