TaxGuyBill
Level 15
02-25-2024
04:16 PM
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Are you saying they got married in 2023?
Any kids or other people on the tax return?
On the 8962, fill in the month in Part II, Box A. Then scroll down to Part V to fill that in
Unfortunately, the Alternative Calculation often does not reduce the repayment. But it varies, depending on the circumstances (if the wife's income was very high, it likely won't reduce the repayment).