TaxGuyBill
Level 15

@troy wrote:

on the HSA worksheet, clicking "Family" on this worksheet adjusts the calculation for this credit.

Other than directly entering items from the 1095-A, what other considerations are there for this calculation / form?


 

Anything that changes AGI can change the Premium Tax Credit.

I suspect that you had entered a HSA contribution (perhaps code W from Box 12 of a W-2).  Until you tell ProSeries that you qualify for the contribution, it assumes you DON'T qualify for it and it adds it to income/AGI.  But when you checked the "Family" button, you told ProSeries the client qualifies, so it no longer included that in their income/AGI.  So removing that HSA amount from AGI is what caused the Premium Tax Credit to change.