TaxGuyBill
Level 15
09-26-2023
04:17 PM
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@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.